Market Spurs High Participant Transfer Activity
December 13, 2012 (PLANSPONSOR.com) – Average daily transfer volume among defined contribution (DC) plan participants during November was at the highest level...
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ETF Assets Continue Climb
December 10, 2012 (PLANSPONSOR.com) – In November, exchange-traded fund (ETF) assets increased $27.8 billion, or 2.2%.
Investors Seek Higher-Risk Bond Funds
November 15, 2012 (PLANSPONSOR.com) – Investors added $27.7 billion to long-term open-end funds during October, according to Morningstar.
ETF Assets Decrease in October
November 9, 2012 (PLANSPONSOR.com) – Exchange-traded fund (ETF) assets decreased $11.9 billion, or 0.9%, in October.
Target-Date Funds Up in 3Q
October 29, 2012 (PLANSPONSOR.com) – Target-date fund (TDF) returns experienced gains in the third quarter.
Caution Still Prevails for 401(k) Participants
October 16, 2012 (PLANSPONSOR.com) - The Aon Hewitt 401(k) Index pointed to continued participant uncertainty in September as daily transfer volumes remained significantly low compared with historical levels.
Stock Funds Have 17th Consecutive Month of Outflows
October 11, 2012 (PLANSPONSOR.com) – Investors added $16.5 billion to long-term open-end funds in September, according to Morningstar Inc.
Investors Continued to Seek Safety in September
October 10, 2012 (PLANSPONSOR.com) – In September, mutual fund investors continued to seek income and safety in bond funds, which gained another $32 billion for the month.
Tail-Risk Management Integral to Investment Plan
September 27, 2012 (PLANSPONSOR.com) – The majority of investors view tail-risk management as an important part of their investment plans, but barriers remain for adopting risk-mitigation strategies.
North American Investor Confidence Declines
September 25, 2012 (PLANSPONSOR.com) – North American investor confidence continued to decline this month, according to State Street Global Markets.
Participant Transfers to Fixed-Income Continue
September 20, 2012 (PLANSPONSOR.com) – Defined contribution plan participants transferred assets from equities into fixed-income investments again in August, according to the Aon Hewitt 401(k) Index.
U.S. Stock Funds Post Another Month of Outflows
September 17, 2012 (PLANSPONSOR.com) – Long-term mutual fund inflows were just $20.7 billion in August, as open-end U.S.-stock funds tallied yet another month of outflows, losing $14.3...
Early Inflation Warning Signs for Investors
September 14, 2012 (PLANSPONSOR.com) – Inflation has remained steady in the U.S. and most developed countries in the aftermath of the economic...
ETF Assets Increase $30B in August
September 12, 2012 (PLANSPONSOR.com) – Exchange-traded fund (ETF) assets totaled $1.2 trillion as of August 31, up 16.6% year-to-date, according to...
Healthcare Organizations Have Flat Returns in 2011
September 7, 2012 (PLANSPONSOR.com) - The 86 nonprofit healthcare organizations participating in the 2012 Commonfund Benchmarks Study of Healthcare Organizations reported investment returns of zero in FY2011.
401(k) Participant Transfer Activity Low in July
August 27, 2012 (PLANSPONSOR.com) - Average net transfer activity remained very low among defined contribution (DC) plan participants in July.
Mutual Fund Flows Bounce Back in July
August 13, 2012 (PLANSPONSOR.com) - Long-term mutual fund flows were $24.6 billion in July, following just $10.8 billion in June.
Investors Continued to Seek Safety in July
August 13, 2012 (PLANSPONSOR.com) - Investors’ search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality,...
Equities Lose 401(k) Participant Assets in June
July 27, 2012 (PLANSPONSOR.com) - Defined contribution (DC) plan participants transferred monies from equities into fixed-income investments in June despite the market rally, according to the results of...
Target Maturity Funds Have Tough Second Quarter
July 26, 2012 (PLANSPONSOR.com) - Global equity markets rallied in June, but second-quarter performance suffered as the global economic picture showed little signs of sustained improvement, a report...