Russell Sets Index Reconstitution Schedule
March 2, 2010 (PLANSPONSOR.com) - Russell Investments has announced the schedule for its annual index reconstitution process, which it says will “capture and reflect the past...
Investing
ETFs Continue Growth in 2009
March 1, 2010 (PLANSPONSOR.com) - U.S. exchange-traded funds (ETFs) closed out 2009 with $785 billion in assets, up from roughly $533 billion at the end of 2008, according...
SI Report Sees an Inflection Point for the Mutual Fund Industry
February 24, 2010 (PLANSPONSOR.com) - The mutual fund industry gathered $4.2 trillion in net cash flows worldwide in the second half of the decade, according to...
Market Continues to Move Participants
February 22, 2010 (PLANSPONSOR.com) – Once again, 401(k) participants that were inclined to rebalance their accounts tended to chase the market.
Mutual Funds Globally Make a Turnaround in 2009
February 22, 2010 (PLANSPONSOR.com) - Equity/mixed, bond and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight, an...
Q409 Sees 3.3% Return in BNY Mellon Universe
February 16, 2010 (PLANSPONSOR.com) – The median plan in the BNY Mellon U.S. Master Trust Universe posted a 3.3%-return for the fourth quarter of 2009, the third straight...
Domestic Stock Funds Reverse Flow in January
February 12, 2010 (PLANSPONSOR.com) - Mutual funds saw inflows of $44.5 billion in January, according to estimates from Morningstar, Inc.
ETFs Didn't Fare Well in January
February 12, 2010 (PLANSPONSOR.com) - Following strong inflows in 2009, U.S. ETF flows dipped into the red to kick off 2010, with $16.7 billion in net outflows in...
Stock and Bond Mutual Funds Started Year Strong
February 11, 2010 (PLANSPONSOR.com) – U.S. mutual fund investors poured an estimated $46 billion into stock and bond mutual funds in January, according to Strategic Insight, an Asset...
Institutional Plans See 2009 Improvement
February 8, 2010 (PLANSPONSOR.com) – The median return for its universe of institutional plans was 3.1% in the fourth quarter and 19.4% for the year ended December 2009,...
ETFs See Losses in January
February 8, 2010 (PLANSPONSOR.com) – ETF industry assets fell by $45.3 billion for the month, or 5.8%, according to State Street Global Advisors' January 2010 ETF Snapshot
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Pensions See January Funding Status Drop
February 8, 2010 (PLANSPONSOR.com) – Companies in the S&P 1500 suffered a slight drop in their pension plan funded status in January to 83% from 84% the month...
Mercer Finds Equity Markets End 2009 Strong
February 8, 2010 (PLANSPONSOR.com) - Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.
Bond Funds Continue to Dominate in December 2009
February 8, 2010 (PLANSPONSOR.com) – Bond funds saw inflows of $29 billion in December 2009, according to Strategic Insight, an Asset International company.
A(nother) Sure Thing?
February 5, 2010 (PLANSPONSOR.com) – Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two...
ETF 2009 Inflow was $100B-Plus
February 1, 2010 (PLANSPONSOR.com) – ETF net inflows topped $100 billion during 2009, as investors moved away from large-cap U.S. equities and developed international equities and increased their...
Target Maturity Fund Performance Climbs Back Up in 2009
January 20, 2010 (PLANSPONSOR.com) – Performance for target maturity funds in 2009 almost made a complete 360 from 2008, according to the Ibbotson Target Maturity Report Q4 2009.
Fund Flows Globally Reach 2007 Level
January 19, 2010 (PLANSPONSOR.com) - Progress in November helped bring year-to-date net flows worldwide to $825 billion - reaching full-year gains made in 2007, according to data from...
Milliman 100 Finished 2009 with Funding Deficit
January 19, 2010 (PLANSPONSOR.com) – An end of the year rally was still not enough to keep the Milliman 100 Pension Funding Index from an overall deficit for...
Participants Go With the "Flow" in 2009
January 18, 2010 (PLANSPONSOR.com) – Participants who were inclined to rebalance their accounts in 2009 tended to follow the market, according to a new report.