Tag: Mutual Funds
Investment Products and Services Launches
Non-U.S. Equity Returns Boosted TDF Performance for Q2
The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to...
Investor Demand Reshapes Active Fund Marketplace
One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the...
Investment Products and Services Launches
Diversification Has Decreased at the Market Level
The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number...
Investment Products and Services Launches
BlackRock moving listing venue for 50 iShares ETFs, and Nuveen enters closed-end fund merger.
ERISA Plans Require Strong Subadvisory Due Diligence
Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced...
401(k) Mutual Fund Fees Continue Downward Slope
The average price to invest in mutual funds through 401(k)s has been dropping since 2000, according to research by ICI.
Investment Products and Services Launches
PSNC 2017: Trends in Fund Lineup Construction
Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.
Investment Products and Services Launches
Wells Fargo Advisors Focuses on T-Shares for Retirement Clients
Understanding Mutual Fund Share Classes
Putnam to Launch Alternative Strategies Funds
Morningstar Reports Record Low in Fund Fees
Mutual Fund Expenses Continue Downward Trend
Some Participants Unaware They Are Retirement Ready
Plan sponsors can help participants make sure they have a plan in place to retire on time, and also to...
Investment Products and Services Launches
Returns Outstripped Expectations During First Quarter
Since the end of the financial crisis, in March 2009, the median total equity program in the Northern Trust Universe...