Tag: Benchmarks/Performance

Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs. 

Corporate ERISA plans were helped by a significant allocation to high yield, emerging market debt and longer duration investment grade...

ESG investing principals are being implemented by institutional investors in a rich variety of ways, with an increasing emphasis on...

Morningstar argues the increased savings benefits measured among managed account users are likely to outweigh the costs of such products...

Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to...

Vanguard Innovation Center to Open in 2017; and Morningstar Launches Open Indexes Project with Free Access to Global Equity Indexes.

A convergence of factors is expected to lead asset managers to innovate products and services.

Cerulli pegs interest in “smart beta” to a heightened focus on fees that has proven to be a boon for...

They also expect the Federal Reserve will raise rates by year-end.

MPI releases Target-Date Radar; Fidelity ETFs see another price reduction; New TDF Index released, and more.

“It’s important that people are allocating their investments in a way that’s appropriate for their age and risk tolerance,” says...

There are limits on what can be accomplished with a traditional approach to fixed-income investing for the foreseeable future, says...

Two recent provider reports make for interesting and informative reading about the outlook of Millennial workers. 

Vanguard researchers recommend retirees build a balanced, diversified investment portfolio that focuses on total return rather than income.

Just like presidential politics, often in finance what things feel like matters just as much as how they are actually...

State Street Global Advisors adds 88 firms to Gender Diversity Index, and Morningstar Credit Ratings now ranking financial institutions.

A white paper suggests not only that DC plan participants increase their savings rate, but that investment options should be...

The paper analyzes the use of economic-scenario generators in supporting rating agency and regulatory requirements, its business applications in the...

Corporate ERISA plans were helped by a larger allocation to U.S. fixed income.

U.S. retirement plan participants favored fixed-income during the busy trading month of July.