Q2 a Difficult Quarter for Callan DC Index
September 8, 2010 (PLANSPONSOR.com) – Callan Associates reports that the Callan DC Index’s second-quarter performance was its worst since the fourth quarter of 2008.
Investing
July Fund Inflows Pegged at $15.4 billion
September 3, 2010 (PLANSPONSOR.com) – Stock and bond funds experienced net inflows of $15.4 billion in July, according to the latest Financial Research Corporation (FRC) data.
After a Rough August, Could September Be Worse?
August 31, 2010 (PLANSPONSOR.com) – As rough a month as August was for the markets – and the one just past was the worst since 2001 -...
529 Plan Assets Down 4.9% in Q210
August 31, 2010 (PLANSPONSOR.com) – Total assets in 529 college savings plan fell to an estimated $117 billion as of the second quarter of 2010, reflecting a 4.9%...
Participant Transfers in July Remain Fixed Income Oriented
August 16, 2010 (PLANSPONSOR.com) - Despite the market rally, the direction of the total transfers in July remained fixed income-oriented, according to the results of the Hewitt 401(k)...
Q210 TUCS Drops 4.7%
August 13, 2010 (PLANSPONSOR.com) – Master Trusts reversed course during the second quarter, falling 4.74% and resulting in a one-year return of 12.53% according to the Wilshire Trust...
ETF Flows Totaled $7.5B in July
August 12, 2010 (PLANSPONSOR.com) – July saw investors put $7.5 billion into U.S. Exchange-Traded Funds (ETFs), according to Strategic Insight (SI), an Asset International company.
Funds See $25B in July Flows
August 12, 2010 (PLANSPONSOR.com) – Driven by ongoing demand for bond funds, U.S. mutual fund investors added about $25 billion in net new cash to U.S. stock and...
ETFs Keep up Hot Streak in July
August 11, 2010 (PLANSPONSOR.com) – Exchange-traded funds continued their hot streak for a sixth straight month in July with $6.8 billion in inflows for the month and $40.8...
July Fund Flows Edge up to $14B
August 11, 2010 (PLANSPONSOR.com) – Flows into U.S. open-end funds increased slightly in July to $14.1 billion versus $13.5 billion in June, according to the latest Morningstar fund...
ETF Assets Increased $50B in July
August 10, 2010 (PLANSPONSOR.com) – Exchange-traded fund (ETF) industry assets rose $50 billion for the month of July – up 6.5%, according to the State Street Global Advisors...
Q210 Bleak in BNY Mellon Master Trust Arena
August 9, 2010 (PLANSPONSOR.com) – The median plan in the BNY Mellon U.S. Master Trust Universe posted a -4.87% return for the second quarter of 2010.
U.S. Job Market Sputters in July
August 6, 2010 (PLANSPONSOR.com) - The nation’s unemployment rate held steady at 9.5%, but the U.S. economy continued to lose jobs in July.
June Fund Flows Reported at $25B
August 5, 2010 (PLANSPONSOR.com) – Stock and bond funds experienced June net inflows of $25.5 billion, according to new Financial Research Corporation (FRC) data.
Private Equity Sees Modest Gain in Q1 2010
July 29, 2010 (PLANSPONSOR.com) - For the quarter ended March 31, 2010, the State Street Private Equity Index posted a 2.22% return.
Institutional Investment Plan Sponsors See Loss in Q2 2010
July 29, 2010 (PLANSPONSOR.com) - U.S. institutional investment plan sponsors experienced a median loss of 4.7% after four consecutive quarters of positive performance, according to data in the...
Fixed Income ETFs Continue Growth
July 29, 2010 (PLANSPONSOR.com) - Exchange traded fund (ETF) industry assets in the U.S. decreased 0.4% during the first half of 2010, as investors held $772 billion in...
State Street Master Trust Universe Sees Loss in Q2 2010
July 27, 2010 (PLANSPONSOR.com) - State Street Corporation reported that the median return of the State Street Universe (SSU) of total plans fell 4.4% in the second quarter...
First Half 2010 Fund Flows Total $486B
July 23, 2010 (PLANSPONSOR.com) – The second quarter of 2010 may have been “challenging,” but the first half of the year actually generated twice the net flows to...
Target Maturity Funds See Negative Returns in Q210
July 21, 2010 (PLANSPONSOR.com) – As global equity markets stumbled during the second quarter, so did returns for target maturity funds, according to Ibbotson Associates.