November Sees Record High ETF Assets
December 8, 2009 (PLANSPONSOR.com) – According to the latest ETF Snapshot report by State Street Global Advisers (SSgA), assets in the U.S. exchange-traded fund industry totaled approximately $739...
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Pension Plans Continue Funding Recovery
December 4, 2009 (PLANSPONSOR.com) – A strong November performance by U.S. equities has led to a 2.6% boost in the funded status of the typical U.S. corporate pension...
Cost of True Love Rises – Slightly – in 2009
November 30, 2009 (PLANSPONSOR.com) - Thanks to the weak economy in 2009 the PNC Christmas Price Index increased by a modest 1.8% compared to last year.
Institutional Investors Had a Good Third Quarter
November 23, 2009 (PLANSPONSOR.com) - According to Mercer’s Summary Performance of US Institutional Portfolios, the median corporate plan had a third-quarter gain of 12.1%, while public plans and...
International Equities Continue to Win over Domestic Equities
November 19, 2009 (PLANSPONSOR.com) - For the third consecutive month, investors deposited a $40 billion-plus amount into bond funds, bringing year-to-date bond fund flow volumes to an enormous...
ETF October Flows Driven by Inflation, Weak Dollar Fears
November 12, 2009 (PLANSPONSOR.com) – Investor inflation and weak dollar concerns that affected September ETF flows were prevalent once again in October, according to Morningstar.
Mutual Fund Outflows from Equities Going to Fixed Income
November 12, 2009 (PLANSPONSOR.com) – A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity...
October Sees $4B Drop in Pension Funding Status
November 10, 2009 (PLANSPONSOR.com) – Pensions experienced asset decreases of $7 billion and liability decreases of roughly $3 billion in October, resulting in a $4-billion decrease in...
ETFs See October Swoon
November 10, 2009 (PLANSPONSOR.com) – The latest ETF data from State Street Global Advisors (SSgA) shows that industry-wide total assets were down $5.3 billion, or 0.08%, to...
Value Trumps Growth in Q3
November 9, 2009 (PLANSPONSOR.com) – A Mercer study found value funds outperformed growth funds in the third quarter, as the median large cap value fund posted a...
Larger Plans Saw Brighter Q309
November 9, 2009 (PLANSPONSOR.com) – Master trusts with assets greater than $5 billion and public funds with more than $5 billion both saw median returns of 11.88%...
Rebound Continues in Q3 for BNY Mellon Master Trust Universe
November 9, 2009 (PLANSPONSOR.com) - The median plan in the BNY Mellon U.S. Master Trust Universe posted an 11.30% return for the third quarter of 2009...
401(k) October Asset Flows Equal to Equities, Fixed Income
November 9, 2009 (PLANSPONSOR.com) – Retirement plan investors seemed of two minds in October with asset transfers out of 401(k) plans showing equal numbers favoring equities as...
Investors Choose Bond Funds in September
November 5, 2009 (PLANSPONSOR.com) - Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290...
Investors Shun U.S. Stocks in September
November 3, 2009 (PLANSPONSOR.com) - The combined assets of the nation's mutual funds increased by $211.8 billion, or 2%, to $10.824 trillion in September, according to the Investment...
Casey Quirk: New Battle Lines Forming in TDF Arena
November 2, 2009 (PLANSPONSOR.com) - A new report predicts that rapid growth will restructure the asset allocation and packaging of target-date products, and that target-date and target-risk retirement...
Best Back to Back Quarters Since 1997 for Institutions
October 26, 2009 (PLANSPONSOR.com) - Institutional investors emerged from the third quarter with another solid round of gains, according to a new report.
Target Maturity Funds See Another Positive Quarter
October 15 2009 (PLANSPONSOR.com) - Target maturity funds enjoyed their second quarter in a row of positive returns, and on an annual basis significantly outperformed the S&P 500...
Participants Continue Tiptoeing to Equities
October 13, 2009 (PLANSPONSOR.com) - The Hewitt 401(k) Index for September shows 401(k) participants continued to slowly and modestly transfer assets from fixed income investments back into equities.
Fund Inflows Still Strong in September
October 13, 2009 (PLANSPONSOR.com) - Open-end mutual funds saw inflows of over $49 billion in September, according to data from Morningstar Direct Fund Flows.