Investing

Cerulli pegs interest in “smart beta” to a heightened focus on fees that has proven to be a boon for passive managers while simultaneously creating a significant headwind...

Adding a range of high-income generating assets to a traditional retirement-stage TDF portfolio could boost income returns by nearly 40%, an analysis finds.

They also expect the Federal Reserve will raise rates by year-end.

Some providers are encouraging a type of hybrid approach, bringing together the best of both TDFs and managed accounts. 

A report from Department of Financial Services Superintendent Maria T. Vullo says actions of the New York State Comptroller are in contrast to other state pension managers which...

Forty-five percent of households headed by Millennials held their funds only through employer-sponsored retirement plans, according to the Investment Company Institute.

In addition, the approaching deadline for money market funds to comply with new regulations caused an even greater bifurcation among taxable money market funds, Strategic Insight reports.

Stronger liquidity rules for mutual funds and permitting ‘swing pricing’ could help long-term retirement investors.

“It’s important that people are allocating their investments in a way that’s appropriate for their age and risk tolerance,” says Joe Ready with Wells Fargo.

They fail to provide the investment managers with the requisite information to take advantage of these customized portfolio services.

One-third of financial advisers who counsel DC plans already plan to make changes to mutual funds used in their clients’ DC plans in 2017, a survey finds.

When investors were asked to choose whether low interest rates or high interest rates are better for their own financial situation today, 63% of all surveyed say they...

There are limits on what can be accomplished with a traditional approach to fixed-income investing for the foreseeable future, says Sean Rhoderick with PNC Capital Advisors.

Government money market funds saw net deposits in August while prime money market funds experienced net redemptions, Strategic Insight data shows.

Liquidity shortages, among other things, are fueling the growth.

Just like presidential politics, often in finance what things feel like matters just as much as how they are actually going. 

Many defined benefit plan sponsors are seeking the support of an outsourced chief investment officer to help with time-sensitive asset-allocation decisions, according to Cerulli Associates research. 

Money market fund reform is leading retirement plan sponsors to move to different cash strategies.

Institutional investors, including employer-sponsored retirement plans, are generating significant demand for inexpensive and transparent investment vehicles. 

For the fifth consecutive quarter, group pension buy-outs have surpassed the $1 billion mark, reports the LIMRA Secure Retirement Institute.