Investing
Active Funds Can Outperform Passive Funds
The Upside of Aging: More Investment Opportunities
Investors’ Demand for Index Funds Persists
Retirement Portfolio Growth Will Be Lower
JP Morgan researchers suggest 7% or 8% annual return assumptions have very little chance of holding out in coming years and decades.
CalSTRS Suing Volkswagen
January Fund Redemptions Coming Into Focus
Retirement Plans Taking a Second Look at Active Management
Today’s forward-looking institutions are seeking more than “pure beta,” responding to market volatility with a refreshed look at more active investing philosophies.
Managing Bond Investment Options When Interest Rates Rise
TDFs Post First Annual Loss Since 2008
Managed Accounts Gaining Favor from Plan Sponsors
‘Partial’ TDF Use Can Hinder Good Outcomes
A recent report from Voya Investment Management contains a trove of fresh insights into the behaviors and preferences of target-date fund investors, including “partial” TDF users who may...
Institutional Investors See First Losing Year Since Financial Crisis
Investors' Views About TDFs Have Evolved
New data from Voya shows TDF investors have grown in sophistication and are embracing a deeper definition of diversification.
Lessons from a TDF Portfolio Manager
Dan Oldroyd with J.P. Morgan provides TDF investment tips for retirement plan fiduciaries.
Prudential Sounds Optimistic Note on Bonds
It won’t be an easy or even a comfortable time for bond investors, but Prudential predicts 2016 has a lot of potential upside for fixed-income markets.
PIMCO Suggests Six Investment Themes for DC Plan Sponsors
DOL Sues Sponsor Over Company Stock Valuation
The DOL is asking a Florida district court to take action against an employer accused of inflating its fair market value during an employee stock ownership plan transaction.
Affluent Investors, Institutions Eye Active Funds
Institutional investors and more affluent individuals aren’t pulling out of markets amid increased volatility—opting instead to reassess risk and seek out more strategic approaches.
Asset Managers Keeping Their Cool Amid Volatility
Even with deepening concerns about corporate earnings and U.S. economic growth, asset managers are not rushing for the door on equities.