Investing

An analysis from Mayer Brown LLP attorneys offers helpful guidance for retirement plan fiduciaries thinking about making changes to their stable value or money market funds in 2018.

Recent discussion among Federal Reserve Board members has brought into question the transitory nature of the current lower level of inflation, says Matt Toms, Voya Investment Management’s chief...

“Investors could benefit enormously from a compact and timely disclosure document that they actually look at and understand,” said SEC Commissioner Kara Stein. 

With a new Fed chair and expectations for rising rates, 2018 will be a year to focus on fixed income portfolios.

Cerulli Associates suggests that if retirement plan sponsors position managed accounts as a valued service it could alleviate concerns about costs.

Respondents to a recent survey broadly use multiple benchmarks and measures to assess multi-asset fund performance, with around three selected on average; this runs the risk of investors...

Fifty-two percent of defined contribution retirement plan sponsors offer money market funds as capital preservation options, down from 62% in 2015.

Sixty-two percent say they need better tools to manage the risks associated with these asset classes.

Eighty-one percent of pension plan professionals say funded status volatility is their top motivating factor for pursuing an LDI strategy.

A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that it can often gain more favorable pricing compared...

Cerulli even expects environmental, social and governance investing to become "the baseline of how portfolios are constructed."

However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.

Findings suggest the opportunity is ripe for smart beta ETF products, but more industry education is needed.

With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.

The idea is relatively simple: workers who do not yet have emergency savings will be directed to first fund a short-term savings account reserved for emergencies, before funding...

Some are building proprietary investment models.

EY says the move from active to passive investing is one of them.