Tag: Benchmarks/Performance

Strategic Insight data shows long-term mutual funds and exchange-traded products secured significantly stronger inflows in October.

Global equity returns weighed heavily on the median returns for all plan types in the third quarter, according to Wilshire...

Did advice help participants avoid panic selling in August?

PLANSPONSOR reached out to Marcia Wagner, principle with Wagner Law Group in Boston, for comments about the case.

However, Corporate ERISA plans were the relative best performer among plan types last quarter.

Institutional investors of all types faced another difficult month. 

“The decline in asset values that hit typical public defined benefit plans, endowments and foundations was primarily due to poor...

The usual flow of retirement research and market commentary is being complemented this week by a refreshing look at the...

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century...

In the second quarter, target-date funds experienced $19.3 billion in positive inflows, while target-risk funds saw aggregate outflows of $2.9...

Corporate ERISA plans returned -1.6% at the median in the second quarter, according to Northern Trust.

U.S. corporate pension plans saw a minor decrease in funded status last month.

Asset managers and consultants alike continue to position their businesses for a rise in ESG investing.

Evolving asset allocation strategies are making existing investment product sets less relevant, according to research from Casey Quirk.

The market for investment services devised to meet specific institutional client objectives will grow by more than $1 trillion over...

More than half do not think their performance figures are completely accurate.

The inaugural Active/Passive Barometer report shows that passive investing trumps active.

The funds need broader asset allocation and open architecture, according to the investment firm.

Could a general failure to address the importance of index fund proxy voting rights derail the ongoing indexing trend among...

Investment advisory predicts key foundational issues could slow indexing trend among institutional investors and retirement plans.