Tag: performance

Making sure plan participants understand the positive aspects of volatility can help them avoid poor trading decisions during periods of...

One firm, for example, plans to soon roll out multiple additional products to complement its two existing ESG-labeled strategies—next will...

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

The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy”...

High trading activity days were concentrated around the beginning and end of the year—with trades moving in similar volumes in...

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

The top economists at J.P. Morgan Asset Management and Vanguard remind investors that volatility is normal, and that long-term thinking...

For the year ended September 30, they are up 6.90%, according to the Wilshire Trust Universe Comparison Service.

After several weeks of relatively large price swings for major equity market indices, 401(k) trading activity jumped on Monday, October...

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

Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.

Forty percent say information about fund fees is “very important” when selecting a mutual fund, ICI found in a survey.

Target-date fund designs should take into account the risks retirement plan participants face—how to correlate and corral the evolving sources...

There is some lingering uncertainty about the role of smart beta institutional investing, as more than 50% of asset owners...

The TDF series also takes a liability-driven investing approach to providing adequate retirement income.