S&P Indices Have Strong Year in 2004 over Active Equity Funds
January 18, 2005 (PLANSPONSOR.com) - Standard & Poor's benchmarking indices outperformed their actively managed equity counterparts in the mutual fund...
Tag: Benchmarks/Performance
Institutional Investor Returns Flat in Third Quarter 2004
October 28, 2004 (PLANSPONSOR.com) - US institutional investors posted flat returns in the third quarter due to faltering equities, but...
End of Cyclical Bull Market Near, S&P Asserts
October 18, 2004 (PLANSPONSOR.com) - Standard & Poor's revealed Monday that the performance of US equity funds in the third...
Index Constituent Return Bump Declining
September 22, 2004 (PLANSPONSOR.com) - Owners of equities being added to a market index don't get nearly the return "bump"...
No Changes in FTSE Global Equity Indices for 2005
September 14, 2004 (PLANSPONSOR.com) - No changes will be made to the FTSE Global Equity Index Series during 2005, according...
FY 2003 Golden for Non-Profit Health-Care Firms
September 14, 2004 (PLANSPONSOR.com) - US nonprofit health-care organizations reported an average annual total return of 14.1% on operating funds...
S&P Predicts Positive Capital Expenditure Numbers for 2004
August 24, 2004 (PLANSPONSOR.com) - Standard & Poor's is predicting that for the first time in two years, capital expenditures...
Pension Plans Hold Their Own in Q2: Mercer
August 16, 2004 (PLANSPONSOR.com) - Pension plan investments trended slightly lower in the second quarter, while investment strategy shifts were...
S&P Puts Out Index Float Adjustment Info Schedule
August 12, 2004 (PLANSPONSOR.com) - Standard & Poor's has released a schedule on when it will put out more information...
Ryan "Resurfaces" In ALM Endeavor
August 2, 2004 (PLANSPONSOR.com) - After 16 years, Ron Ryan has left Ryan Labs, the firm he founded in 1988,...
Many World Equity Markets Droop in April
May 11, 2004 (PLANSPONSOR.com) - The S&P/Citigroup Broad Market Index (BMI) Global Composite dropped 2.63% in April, as the prospect...
US, World Equities Soar in 2003: Lipper
February 17, 2004 (PLANSPONSOR.com) - Overall mutual fund assets increased $925 billion—or 15.5%—to $6.887 trillion from 2002's level, mostly on...
ICI: UIT Deposits Down in November
January 13, 2004 (PLANSPONSOR.com) - Asset flows into unit investment trusts (UIT) receded in November.
Mercer: Equity Rules DC Universe's Q3 Results
November 13, 2003 (PLANSPONSOR.com) - Equity markets led the way in the third quarter, as confident investors took money away...
Q2 Asset Gains Tempered By Rate Drops: Mercer
August 19, 2003 (PLANSPONSOR.com) - Second-quarter strength in the equity markets helped institutional investors bask in the glow of double-digit...
Lipper Fund Matrix Goes Global
July 29, 2003 (PLANSPONSOR.com) - Lipper, already well known for its matrix-based classifications for domestic mutual funds, is bringing that...
Russell Wraps Up 2003 Reconstitution
July 9, 2003 (PLANSPONSOR.com) - Russell has completed the annual reconstitution of its 21 unmanaged US stock indexes, in a...
S&P: Indices, Active Equity Even In Q2
July 9, 2003 (PLANSPONSOR.com) - Actively managed equity mutual funds and their corresponding Standard & Poor's indices rounded the final...
Russell Indexes Stirred, Not Shaken by Reconstitution
June 16, 2003 (PLANSPONSOR.com) - Frank Russell Company has posted its preliminary lists of companies that will join or leave...
Institutional Funds Rack Up Red Ink in Q1
May 19, 2003 (PLANSPONSOR.com) - The median corporate, public, and foundation/endowment plan was in the red for the January to...