Morningstar Expands Equity Research >
May 20, 2013 -- Morningstar, Inc. expanded its equity coverage with the introduction of quantitative ratings and reports for approximately 28,000 companies globally.
Considering a Holistic Glide Path Solution >
May 16, 2013 -- In the current low-rate environment, defined benefit (DB) plan sponsors may want to implement a “holistic” glide path solution.
Pension Risk Transfer Attractiveness On Even Keel >
May 16, 2013 -- Even
through a waning rate environment, the relative attractiveness of annuitizing
pension liabilities stayed stable.
Mutual Fund Inflows Moderate in April >
May 16, 2013 -- Inflows for long-term mutual funds during April stood at a healthy $37.8 billion, according to a report from Morningstar, Inc.
ETF Allocation Looks Ready to Rise >
May 14, 2013 -- The average exchange-traded fund (ETF) allocation in advisers’ client
portfolios is expected to rise to 7.8% in 2013, according to Cerulli
Target-Maturity Funds Up 5% in Q1 2013 >
May 14, 2013 -- Overall, target-maturity funds had a good first quarter in terms of performance and asset inflows, according to Morningstar’s Ibbotson Associates.
Third Quarter of Positive Returns for Master Trusts >
May 14, 2013 -- The median return of the BNY Mellon U.S. Master Trust Universe was 4.53% for the first quarter, marking the third consecutive quarter of positive returns.
Stock and Bond Funds Maintained Strong Pace in April >
May 14, 2013 -- Stock and bond funds maintained a strong pace of net inflows during April, netting nearly $50 billion (including exchange-traded funds or ETFs), according to Strategic Insight, an Asset International company.
New Product Evaluates Target-Date Funds >
May 14, 2013 -- Plan Sponsor Advisors (PSA) has released a diagnostic tool which helps determine the best target-date strategies for retirement plans based on behaviors and demographics.
Institutions Broaden Use of Alternatives >
May 13, 2013 -- Institutions are seeking more consistent returns across economic environments, according to new research from Cerulli Associates.