Tag: Investments

The Alight Solutions 401(k) Index shows net 401(k) trading activity for 2021 was 0.53% of balances, the lowest annual figure...

One prominent chief investment officer foresees a “tug of war between a good earnings tailwind and a modest valuation headwind,”...

The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and...

The first step involves choosing an optimal mix of asset classes based on traditional measures of risk and return, and...

The authors of a new report from S&P Dow Jones Indices say it is worth taking a moment to delve...

First quarter performance data shows well designed defined contribution retirement plans are doing a decent job at protecting the savings...

Aegon Asset Management Announces Global Integration; Avantis Investors Launches Additional Mutual Funds; and Vanguard Creates New International Bond Index Fund.

Both for novice individuals and sophisticated institutions, investor perceptions of preparedness for market turbulence can often differ from actual readiness.

The founder of PIMCO is known as one of the most successful bond managers in U.S. history; his rocky 2014...

Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they...

One of the toughest challenges facing plan sponsors is broadening the perspective of participants to look beyond what has happened...

Charles Schwab’s 2019 forecast does not suggest long-term investors should rotate their portfolios away from risky assets, but investors should...

The long-running litigation appears to be heading for a mediated conclusion, after a contentious discovery process that produced over 260,000...

Experts at the Best of PSNC 2018 event in Boston reviewed plan sponsors’ use of different fund types and fee...

J.P. Morgan anticipates labor supply constraints in developed countries starting in the next decade; while global growth expectations are modestly...

Faced with “growing obsolescence risk,” PGIM says there are two concrete steps that institutional asset owners should consider.

Commissioner Stein also encouraged the SEC to implement “mandatory periodic disclosures about the value of investors’ 401(k) accounts to show...

A new white paper offers a few important warnings for institutions thinking about using ETFs and trying to understand ETF...

Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet...