J.P. Morgan Predicts Top Investment Trends for 2012
January 5, 2012 (PLANSPONSOR.com) - The year 2011 was packed with market surprises from natural disasters to ratings downgrades...
Investing
Mutual Funds See $6B Net Outflow in November
December 14, 2011 (PLANSPONSOR.com) - November was another "risk-off" month for mutual fund investors with $6.3 billion in long-term outflows, according to data from Morningstar.
U.S. Stock & Bond Mutual Fund Flows Down in 2011
December 12, 2011 (PLANSPONSOR.com) – The U.S. mutual fund industry is on track for $80 billion in net inflows for 2011.
Funded Status of U.S. Pensions Rises to 75.1% in November
December 7, 2011 (PLANSPONSOR.com) - Liabilities fell faster than assets for the typical U.S. corporate pension plan in November.
Callan DC Index Suffers Loss in Third Quarter
December 5, 2011 (PLANSPONSOR.com) – The Callan DC Index suffered a loss of 11.45% in the third quarter of...
ETFs Could See $100B in Inflows in 2011
November 11, 2011 (PLANSPONSOR.com) - Strategic Insight (SI), an Asset International company, said U.S. Exchange-Traded Funds (ETFs) in October experienced $19 billion in net inflows.
Taxable Bond Funds See Biggest Inflows Since May
November 11, 2011 (PLANSPONSOR.com) - Thanks to demand for taxable bond funds, U.S. stock and bond mutual funds saw net inflows of $1.1 billion in October 2011.
Investors redeem $18.2B From U.S. Stock Funds in October
November 10, 2011 (PLANSPONSOR.com) – Long-term mutual fund inflows were just $745 million in October, according to Morningstar.
ETF Assets See Double-Digit Rise
November 7, 2011 (PLANSPONSOR.com) - Month over month, exchange-traded fund (ETF) assets rose $110 billion, up 11.5% in October.
Asia Records $25 Billion in Net Inflows
November 4, 2011 (PLANSPONSOR.com) - Despite difficult markets, long-term mutual funds in Asia recorded $25 billion of net inflows during the third quarter, according to global research firm...
U.S. Pension Plan Funding Recovers in October After Record Lows
November 3, 2011 (PLANSPONSOR.com) - The aggregate deficit in pension plans sponsored by S&P 1500 companies decreased by $41 billion during October, from a deficit of approximately $512...
Institutional Investors End Streak of Positive Returns in Q3
October 31, 2011 (PLANSPONSOR.com) - Northern Trust announced that U.S. institutional investment plan sponsors lost 9% at the median in the third quarter of 2011, ending a streak...
Companies Focusing More on Sovereign Wealth Funds and Emerging Markets
October 25, 2011 (PLANSPONSOR.com) – According to a new survey by BNY Mellon, companies worldwide continue to shift their investor relations strategies to expand outreach to sovereign wealth...
Net 401(k) Participant Transfers Almost Neutral in September
October 19, 2011 (PLANSPONSOR.com) - Despite steep losses in the stock market in September, participant transfers were very modest, according to the Aon Hewitt 401(k) Index Observations for...
Pension Risk Transfer Index Declines in September
October 12, 2011 (PLANSPONSOR.com) - The Dietrich Pension Risk Transfer Index declined more than three points over the last...
ETFs Reverse Course in September
October 12, 2011 (PLANSPONSOR.com) - Strategic Insight, an Asset International company, estimated that investors poured an additional $6 billion into U.S. Exchange-Traded Funds (ETFs) in September, a reversal...
Mutual Funds See Outflows, but Better Than August
October 12, 2011 (PLANSPONSOR.com) – U.S. mutual fund investors withdrew an estimated $5 billion out of U.S. stock and bond mutual funds in September 2011 (in open-end and...
ETFs Add $4B in September
October 12, 2011 (PLANSPONSOR.com) - U.S. ETFs, which have seen just one month of net outflows in the last 12 months, added $4.1 billion in September, according to...
Long-Term Fund Flows Turn Positive in September
October 12, 2011 (PLANSPONSOR.com) - Long-term mutual fund flows turned positive in September for the first time in three months with inflows of $3.8 billion, according to Morningstar.
Asia Funds See $12B in Inflows in August
October 12, 2011 (PLANSPONSOR.com) - During the month of August, long-term funds in Asia (excluding India and China which, with exception of new fund IPOs, report assets on...