DC Participants Sought More Risk in 2009 >
March 10, 2010 -- Throughout much of the 2009 market rally, activity as measured by fund
flows within the Callan DC Index, was above average as participants
sought to increase their exposure to risky assets.
Transferring Participants Have a Fixed Sense in February >
March 10, 2010 -- For a change, 401(k) participants who realigned their balances didn’t seem to be tracking the market.
ETFs Fared Well in February >
March 08, 2010 -- State Street’s latest ETF Snapshot report reveals assets in the U.S.
exchange-traded-fund (ETF) industry totaled $752 billion as of February
28—up $21.5 billion or 2.9% during the month.
Investors Don’t Flock to Stocks >
March 04, 2010 -- Most mutual fund investors did not abandon stocks during the market
decline of 2008 to 2009, but, unlike previous recoveries, have not
shown considerable interest in adding to their equity positions during
the subsequent rebound, according to research by Vanguard.
Adviser Confidence in Economy Declines >
March 04, 2010 -- In February, registered investment advisers’ (RIA) confidence in the
economy and stock market was down 2% from January, according to
Rydex|SGI AdvisorBenchmarking.
Schwab: Investors Focused on Growing Savings >
March 04, 2010 -- More investors are focused on growing their retirement savings rather
than protecting it, according to a survey by Charles Schwab & Co.
Bond Fund Investors Beware >
March 01, 2010 -- A new report from Morningstar warns those who flocked to bond funds in
2009 that even those investments aren't immune to volatility.
ETFs Continue Growth in 2009 >
March 01, 2010 -- U.S. exchange-traded funds (ETFs) closed out 2009 with $785 billion in
assets, up from roughly $533 billion at the end of 2008, according to
Morningstar Fund Flows and Investment Trends.
SI Report Sees Inflection Point for the Mutual Fund Industry >
Feb 25, 2010 -- The mutual fund industry gathered $4.2 trillion in net cash flows
worldwide in the second half of the decade, according to a new report
from Strategic Insight (SI), an Asset International company.
Schwab Finds Target-Date Funds Performed Well >
Feb 23, 2010 -- In examining the performance of its suite of target-date funds during
the previous two years, Schwab found many funds outperformed the
overall market and recovered nearly all losses.