Tag: Benchmarks/Performance

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would...

Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they...

One of the toughest challenges facing plan sponsors is broadening the perspective of participants to look beyond what has happened...

Cost reductions are evident across asset classes—not just in equity.

While there is strong optimism concerning the equity markets and long-term growth, there is also a lack of specific planning...

Since the last study of this kind by CEM Benchmarking, average DB fund costs have increased from 0.40% to 0.60%,...

ERISA requires plan sponsors to regularly monitor investment lineups to ensure they remain prudent—a task made more complicated by the...

With the new opinion, the district court seeks to make clear where the line is when it comes to pleading...

Empower’s PlanVisualizer aims to create a holistic view of a client’s retirement plan in its current state, along with the...

The debate started when the American Council for Capital Formation published a sharply written report alleging that, as the group...

Across mutual fund and collective investment trust target-date products, the top-three managers own 62.6% of the market, while the top...

According to plaintiffs, Ruane’s flagship fund, the Sequoia Fund, contained more than $25 billion in assets until the firm “engaged...

If the target-date fund (TDF) is the most important feature of a given retirement plan, shouldn’t the choice of TDF...

Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat...

For the most part, the investment management expenses plans pay are significantly greater than additional billed expenses, and are generally...

Vanguard updates benchmarks for bond funds; USA Financial adds asset managers to platform; Voya cuts fees on Large-Cap Growth Fund;...

Corporate funds led gains for the second quarter of 2017, according to the Wilshire TUCS.

The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to...

Pensionmark rolls out new investment reporting tools; American Century enhances One Choice Target-Date Portfolios; Nationwide partners with Hueler for new...