Tag: Benchmarks/Performance

“This was the fourth quarter in a row where the 60/40 portfolio beat the median plan return,” says Robert Waid...

Mercer suggests the Trends module will be updated on a quarterly basis with real data on investment manager searches, enabling...

In addition to their own interest in boosting investment performance, investor demand is another top reason why investment managers are...

Cerulli finds that the number of custom institutional multi-asset-class solutions added over the past year “has risen exponentially, even if...

"Pre-retirees now need to plan on having nearly 10% more in retirement savings than before, in order to buy the...

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar...

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond...

Alongside the introduction of three new funds, Fidelity has unveiled an “institutional premium” share class.    

According to ICI research, the vast majority of those who started the year with a DC plan account continued contributing...

Leaders at Morningstar, BlackRock and John Hancock discussed retirement industry trends and challenges.

Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate...

100% TDF investors were least likely to react, according to T. Rowe Price

Portfolio managers shared what they feel are the most compelling opportunities in the equity markets today.

Nationally, the median income for those who are 65 and older is just 60% of the median income seen among...

Investors say they understand that global economic growth may be lower in coming years, but they have trouble applying this...

Guardian moves to expand investment flexibility with new options; Northern Trust enhances solution for fair value leveling through collaboration with...

Wilshire TUCS finds the main exception to poor performance for first quarter was the U.S. real estate asset class.

Corporate ERISA plans had the best performance in the quarter.

While investment managers surveyed by Northern Trust feel confident about economic prospects in the U.S., some worries persist about global...

Passive funds continued to drive the strongest inflows, according to Strategic Insight.