Investing | April 7th, 2015 Plan Sponsors Look to Change Investment Lineup Four new asset managers have made it to the plan sponsors’ top 10 list
Investing | April 7th, 2015 Diverse TDFs Brought Diverse Returns in 2014 New Morningstar research shows what you expect is not always what you get with target-date funds.
Data and Research | April 7th, 2015 Global DC Plans Highlight Efficiency Trend A survey of Vanguard retirement plan clients operating in three or more countries shows, like in the U.S., the DC...
Investing | April 6th, 2015 Market Timing Among Costliest Participant Mistakes Effectively timing equity markets is extremely difficult to do, and over the long term, emotional decisionmaking during market lows can...
Investing | April 3rd, 2015 Pension Funded Status Falls in First Quarter of 2015 Funded status levels for the average pension plan dropped in the first quarter of 2015, according to a report by...
Products | April 2nd, 2015 Legg Mason Rolls Out Credit CIF The Hands Benefit & Trust long-duration credit collective investment fund (CIF) from Legg Mason is benchmarked to the Barclays Long...
Investing | April 2nd, 2015 Pension Fund Managers Anticipate Conservative Investing Investment managers’ ongoing uncertainty over the world economy is having an effect on how they view portfolio positioning over the...
Deals and People | March 31st, 2015 Cammack Retirement Adds to Investment Team Three new hires will conduct fundamental investment analysis, selection, evaluation, and monitoring of investments for Cammack Retirement’s clients.
Deals and People | March 31st, 2015 Scott Powers to Retire from SSgA in 2015 State Street Global Advisors’ leader will retire from the firm this year after nearly three decades in the investment services...
Investing | March 30th, 2015 Growth in CIT Use Driven By Familiar Market Factors Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their...
Investing | March 27th, 2015 TDFs and U.S. Equities Attract Flows in DC Plans DC plan participants who choose their own investments prefer equities, Northern Trust finds.
Data and Research | March 25th, 2015 ICI Measures Retirement Assets at $24.7 Trillion Total U.S. retirement assets grew 6% during 2014, according to the Investment Company Institute.
Investing | March 24th, 2015 Examining Risk Management in TDFs One long-time portfolio designer says addressing risk in TDFs is a bit like playing a game of whack-a-mole: Focusing too...
Ask the Experts | March 24th, 2015 (b)lines Ask the Experts – Is There a Restriction on Number of Investments? “We have hundreds of investments in our ERISA 403(b) retirement plan (NOT a brokerage window, but hundreds of actual investment...
Compliance | March 19th, 2015 BNY Mellon Settles Foreign Exchange Trading Suit The agreement with retirement plan customers is part of a larger settlement.
Deals and People | March 19th, 2015 Keeley Asset Management Expands in Chicago Boutique value manager Keeley Asset Management created a new leadership position around plan sponsor relationship management and business development.
Ask the Experts | March 17th, 2015 (b)lines Ask the Experts – Notification of Funds on ‘Watch’ Status “As part of the quarterly due diligence process for our ERISA 403(b) plan, the committee, from time to time, places...
Deals and People | March 11th, 2015 DuPont Capital Adds to Executive Sales Team Institutional investment management firm DuPont Capital Management hired two senior executives.
Investing | March 10th, 2015 Regulations Increased Confidence in Derivatives Investors say central clearing has reduced systemic risk in the derivatives market, and there is an increasing interest in futures.
Participants | March 10th, 2015 DC Participant Trading Light in February Participants in defined contribution plans did little to rebalance their portfolios in February.