A scant 13% of Americans currently invest in international stocks and only 19% plan to do so over the next five years.
Without question, asset-allocation solutions—particularly target-date fund solutions—are well on their way to becoming a dominating force on retirement plan menus.
Advisers should not view the prevalence of lifecycle funds as a threat to their business, said Barbara J. Best, Vice President, Investments, Capital Strategies Group of Wachovia Securities; “we need to focus on what is best for participants instead of [on] egos.″
Second quarter returns of the world’s emerging markets outpaced that of the developed markets, according to Standard&Poor’s global stock market review, The World By Numbers.
Ibbotson Associates has received a patent on its portfolio creation technique for individual investors based on the concept of human capital - an investor’s future potential savings.
As high net worth individuals (HNWIs) develop an increasingly more global outlook with diversified interests, ‘investments of passion’ have become an important portfolio allocation.
As the retirement plan and investing community waits for the final regulations governing qualified default investment alternatives (QDIAs), there is significant anticipation to see whether the final pronouncement adds stable value funds to the acceptable list.
The combined assets of the nation's mutual funds increased by $329.1 billion, or 3%, to $11.396 trillion in May, according to the Investment Company Institute (ICI).
Assets of all exchange-traded funds (ETFs) rose in May by $18.97 billion, or 4.1%, to $485.51 billion, according to data from the Investment Company Institute (ICI).
Investors in stock funds last year reportedly paid the lowest fees in more than a quarter century, thanks to preferences for lower-cost funds and increased competition among fund companies.
Changing investor needs and the continuing shift to open architecture are changing relationships between asset management organizations and fund distribution platforms.
“I would love to see people offer both [lifestyle and lifecycle funds] in their platforms;″ take away all the single-strategy stuff".
On Monday, Russell Investment Group released the companies that will be part of the firm’s annual reshuffling of the Russell 3000 Index.
'I have never said that indexing is the best strategy an investor could ever possibly follow, but I can say that the number of strategies that are worse is infinite,' said John C. Bogle.
The world’s emerging and developed markets continue to post positive returns in May 2007, Standard&Poor’s said Thursday.
U.S.-listed ETF assets rose by approximately $20 Billion in May with International, Style, Size, Specialty and Broad Market ETFs experiencing considerable asset growth.
High-net worth investors, at least those who rely on the services of a Registered Investment Advisor (RIA), are eschewing index funds for a more active approach.
Within three years, socially responsible investment (SRI) options in defined contribution retirement plans by 2010 will have 60% market penetration.
Market dynamics bear promise for investment-only firms in the defined contribution space.
Investments in the global real estate market are gaining traction as a way for investors to diversify their portfolios, a recent study commissioned by the National Association of Real Estate Investment Trusts (NAREIT) suggests.