Tag: asset allocation

State and local pension plan funded status rose 0.5% in Q2, per Wilshire.

Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.

Because target-date funds represent a large and growing share of plan assets, plan sponsors are narrowing their core investment menus,...

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

As increasingly more public sector workers rely on defined contribution plans for their retirement savings, many are struggling to grow...

Following nine successive Federal Reserve interest rate hikes and inflation hitting a peak of 9.1% in June 2022, U.S. public...

Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.   

Asset flows data for early this year shows institutional investors bucking 2022 trends. 

But performance for defined benefit plans did rebound in Q4, according to a new report.

Morningstar increased its recommended withdrawal rate for retirees from last year and continues to see best outcomes for participants in...

Defined contribution plan participants make fewer changes than they did following the Global Financial Crisis, ICI data finds.  

DeSantis contends that applying climate and racial sensitivity to asset allocation could harm financial performance.

The company calls it a defined outcome system because it is a suite of tools that emphasizes retirement income over...

The right allocation could boost returns over a person's career by as much as 34%, the consulting firm says.

Most Millennials are appropriately invested, with 90% of their portfolios in equities.

Panelists discussed recent trends with asset allocation vehicles, and how plan sponsors can help participants comprehend what it all means.

A mere 2.7% of Americans stopped contributing to their defined contribution plan in 2017, the ICI reports.

However, at year-end 2015, for example, the ICI says participants in their twenties had 80% of their portfolios invested in...

Amid strong market returns in Q1 2017, most participants left asset allocations in DC plans unchanged, according to a new...