Tag: Benchmarks/Performance
Investment Product and Service Launches
John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active...
Managed Futures Another Alternatives Option
In the search for new sources of returns and a response to increased equity market volatility, plan sponsors and participants...
Investment Product and Service Launches
Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum...
Retirement Plan Participants Are Stressed, But Stoic
The updated Wells Fargo/Gallup Investor and Retirement Optimism Index pins investor confidence at the lowest level in nearly two years.
Retirement Portfolio Growth Will Be Lower
JP Morgan researchers suggest 7% or 8% annual return assumptions have very little chance of holding out in coming years...
January Fund Redemptions Coming Into Focus
Retirement Plans Taking a Second Look at Active Management
Today’s forward-looking institutions are seeking more than “pure beta,” responding to market volatility with a refreshed look at more active...
TDFs Post First Annual Loss Since 2008
Institutional Investors See First Losing Year Since Financial Crisis
Investment Product and Service Launches
Oracle Is Latest DC Plan Sponsor Targeted in Fee Suit
A new lawsuit filed by Schlichter, Bogard and Denton against Oracle Corporation for alleged mismanagement of the company’s 401(k) plan clearly...
Affluent Investors, Institutions Eye Active Funds
Institutional investors and more affluent individuals aren’t pulling out of markets amid increased volatility—opting instead to reassess risk and seek...
Asset Managers Keeping Their Cool Amid Volatility
Even with deepening concerns about corporate earnings and U.S. economic growth, asset managers are not rushing for the door on...
Time to Bring ESG Into Your Plan?
Investment providers and recordkeepers are paying more attention to developments in the environmental, social and governance investing space. But what...
Endowment Index Sees First Decline
Plan Return Comparison Highlights DB Outperformance
A new report from the Center for Retirement Research at Boston College asks whether fees are to blame for a...