Investing | September 24th, 2018 Rising Short-Term Interest Rates Can Benefit Retirement Investors Higher short-term rates translate into additional income for investors from their bond portfolios, and their fixed-income allocation should provide greater...
Investing | September 17th, 2018 Five-Year Market Forecast Sounds Mostly Optimistic Note Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.
Participants | September 10th, 2018 Younger Participants Gravitate to TDFs, Balanced Funds Sixty-four percent of participants in their 20s own a TDF.
Investing | August 17th, 2018 BNY Mellon Master Trust Index Highlights Yearly Growth Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.
Products | July 18th, 2018 Shifting Yield Curve Presents Institutional Investing Opportunities The chief investment officer at Winthrop Capital Management discusses the uptick in short term interest rates and new opportunities within...
Participants | July 17th, 2018 Just One Above-Normal Trading Day in 401(k)s in June According to the Alight Solutions 401(k) Index, year-to-date there have been 29 days with above-normal trading activity, suggesting that the...
Benefits | June 29th, 2018 Sponsors Need to Pay Attention to HSA Investment Lineup HSAs need to offer equities, multi-asset classes and fixed income, Devenir says.
Participants | June 20th, 2018 DC Plan Participants Largely Stuck With Investments in May Outflows were primarily from target-date (35%), emerging markets (27%) and company stock (27%) funds, the Alight Solutions 401(k) Index shows.
Participants | May 15th, 2018 401(k) Investors Moved into Fixed Income in April In light of the market volatility, they fled from equities
Products | April 19th, 2018 Investment Products and Services Launches Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
Investing | April 17th, 2018 Market Guide Considers Pressing Inflation, Yield Curve Questions In a new analysis, J.P. Morgan Asset Management describes how equities have not generally come under pressure until the U.S....
Data and Research | January 24th, 2018 Two-Thirds of 401(k) Assets Held in Equities However, at year-end 2015, for example, the ICI says participants in their twenties had 80% of their portfolios invested in...
Participants | November 15th, 2017 Participants Split Between Fixed Income and Equities in October Trading Alight Solutions says there was a 50/50 split of trading days favoring equities and those favoring fixed income.
Deals and People | November 10th, 2017 Retirement Industry People Moves Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research...
Participants | September 15th, 2017 August Uptick in Trading Favors Fixed Income The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market...