Investing

As asset managers and investors realize the usefulness of managed volatility strategies, assets continue to rise according to a report from Strategic Insight (SI).

Members of the Baby Boom Generation and Generation X had the highest rates of mutual fund ownership in mid-2014, according to a survey by the Investment Company Institute...

Despite global economic concerns of slowing growth, average equity fund returns ended in positive territory for October, according to Strategic Insight (SI), an Asset International company.

A Segal Rogerscasey report concludes that fees paid to asset managers matter, and higher fees tend to result in lower net results.

October saw seven days of “moderate” or “high” trading activity within workplace 401(k) accounts—the most days of elevated trading volume since May 2013, according to Aon Hewitt.

Finding yield remains a top consideration for investors choosing fixed-income investments, according to a new survey from Franklin Templeton Investments.

The California State Teachers’ Retirement System (CalSTRS) announced the completion of its Investment Branch leadership restructuring.

Alternative assets skyrocketed over six years, from $83 billion at the end of 2008, to $304 billion in...

Fitch Ratings reports hedge fund assets under management (AUM) should continue growing toward $3 trillion, despite high-profile pension plan withdrawals over the past six weeks.

 

In an effort to diversify their portfolios, institutions are making sizable investments in real assets and are planning to increase their level of activity next year, according to...

Equities contributed to negative returns in the third quarter for the U.S. Master Trust Universe, says BNY Mellon.

The Wilshire Trust Universe Comparison Service (TUCS) shows performance was down for all plan types in the third quarter.

Measuring risk tolerance is critical, say experts in the field of risk tolerance and decisionmaking, but few retirement plan sponsors and advisers in the U.S. do it correctly.

Worldwide, exchange-traded fund (ETF) assets fell in September to $2.6 trillion, as all major regions excluding Canada saw a slight decline in assets.

Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility for participants, a new study suggests.

The California Public Employees’ Retirement System (CalPERS) has received $249.3 million in damages from Bank of America.

October 20, 2014 (PLANSPONSOR.com) – After an especially quiet nine-month start for 2014, the first half of October saw a major upswing in 401(k) participant trading activity, according...

September 15, 2014 (PLANSPONSOR.com) – Long-term fund types attracted $29 billion last month, lifting year-to-date net inflows to $319 billion.

September 10, 2014 (PLANSPONSOR.com) - When 401(k) plan participants traded their investments in August, they favored fixed-income funds over equity funds for 65% of the trading days, according...

August 8, 2014 (PLANSPONSOR.com) – July was light in trading activity for defined contribution plans, with only 0.019% of balances transferring, according to Aon Hewitt’s 401(k) Index.