Tag: Benchmarks/Performance

One ERISA attorney says he is encouraged by recent ESG product development in the DC space that is “about so...

Slightly more than half of mega plan sponsors in Northern Trust’s book of business deploy custom target-date strategies.

The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number...

Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced...

Wells Fargo’s Investor and Retirement Optimism Index offers some insight on what investors think of the interest rate environment and...

Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.

Research from Fidelity suggests personalized, goals-based advice pairs well with the use of managed accounts.

Fixed-income investments play a crucial role in overall target-date fund performance, but a new report suggests plan sponsors spend far...

The aging of the workforce is not just a U.S. phenomenon—and the global trend will impact investment returns for a...

Since the end of the financial crisis, in March 2009, the median total equity program in the Northern Trust Universe...

One study suggests asset managers sticking to old sales and service models will very quickly start to fall out of...

“This quarter’s return boosted the one-year return to 10.49% for the year ending March 31, 2017,” says Robert J. Waid,...

Plan sponsors participating in a recent PLANSPONSOR forum especially expressed concerns about transparency issues.

The Toroso ETF Industry Index allows investors to measure the performance of the wider ETF Industry including ETF sponsors, index...

There are some ways in which Millennials are demonstrating prudence and foresight as investors—and other ways they are not.

“The wide range of private fund strategies can generate strong returns, provide diversification, reduce volatility, act as an inflation hedge,...

Institutional portfolios using the endowment model grew 4.95% (on a total return basis) for the quarter ended March 31, 2017,...

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds,...

The Private Equity Index will be integrated into Fidelity National Information Services’ (FIS) Data Exchange portal, a platform for sharing...

The research also found participation levels and investment offerings for most plans were good.