Investing

Four new asset managers have made it to the plan sponsors’ top 10 list

New Morningstar research shows what you expect is not always what you get with target-date funds.

Effectively timing equity markets is extremely difficult to do, and over the long term, emotional decisionmaking during market lows can rob huge portions of potential returns.

Funded status levels for the average pension plan dropped in the first quarter of 2015, according to a report by LGIMA.

Investment managers’ ongoing uncertainty over the world economy is having an effect on how they view portfolio positioning over the next year, a survey finds.

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

DC plan participants who choose their own investments prefer equities, Northern Trust finds.

Meeting income objectives in retirement is key for target-date funds, according to 401(k) consultants polled by PIMCO.

A majority of institutional investors consider ESG criteria when making alternative investment allocations, according to research by LGT Capital Partners and Mercer.

One long-time portfolio designer says addressing risk in TDFs is a bit like playing a game of whack-a-mole: Focusing too much on one risk lets the others run...

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly used qualified default investment alternatives.

Equity products saw inflows of $32 billion.

Investors say central clearing has reduced systemic risk in the derivatives market, and there is an increasing interest in futures.

Assuming all retirement portfolios will be spent down by the time of the owner’s death leaves some investors with less-than-optimal advice, one investment expert warns.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

Northern Trust wants to put an end to litigation that has been ongoing since 2009.

With traditional fixed-income investments continuing to provide unattractive returns, consultants to defined benefit retirement plans are looking for opportunities overseas.

In total, U.S. Equity funds saw outflows in January.

Returns in the BNY Mellon U.S. Master Trust Universe were positive in 2014, but a weak forth quarter pushed performance well below 2013 levels.