Tag: Benchmarks/Performance

Net new investments in stock and bond funds totaled $49.4 billion in March, according to investment research and analytics provider...

The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new...

The Center for State and Local Government Excellence, the Center for Retirement Research at Boston College and the National Association...

New Morningstar research shows what you expect is not always what you get with target-date funds.

Effectively timing equity markets is extremely difficult to do, and over the long term, emotional decisionmaking during market lows can...

The United States’ 19 largest pension funds hold roughly 40% of the nation’s pension obligations, according to Russell Investments, so...

A new investment research tool from Aon Hewitt provides “insightful and transparent” ratings of thousands of investment products, based on...

All plan types had a median return of 1.70% in Q4 2014.

All plan types in the Northern Trust Universe had annual gains of 5% or greater in 2014.

A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months,...

Retirement investors and pension funds have not had to wait very long to test their 2015 portfolio strategies against increased...

The funded status of U.S. corporate pensions dropped to 87.3% in the last month of 2014, according to BNY Mellon...

The financial health of private pension plans weakened in 2014, with funded ratios falling to levels resembling post-recession lows.

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution...

A recent deal between Northwestern Mutual and the London Stock Exchange Group brings more than $9 trillion in benchmarked assets...

Northwestern Mutual completed a $2.7 billion sale of its subsidiary Frank Russell Company, also known as Russell Investments, to the...

Historical index data for the Endowment Index is now available through major index and investment databases.

Equities contributed to negative returns in the third quarter for the U.S. Master Trust Universe, says BNY Mellon.

The Wilshire Trust Universe Comparison Service (TUCS) shows performance was down for all plan types in the third quarter.

October 30, 2014 (PLANSPONSOR.com) - Institutional plan sponsors lost nearly 1% in the third quarter of 2014 at the median,...