The Markets

The financial crisis resulted in severe declines in the funded status of most U.S. corporate pension funds resulting in almost universal pension deficits; companies’ various responses to the...

Adjustments made to the corporate tax rate, repatriation of offshore cash and interest rate deductibility all are likely to have immediate effects on the credit markets—and by extension,...

"Our data shows that the cheapest 20% of funds raked in nearly $1 trillion last year while the rest of the industry saw net outflows of approximately $250...

“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management...

The report identifies asset managers and several states’ public pension systems as institutions that have all taken action regarding gun manufacturer investments.

“As they ready their portfolios for the end of the 'Goldilocks' market, U.S. institutions are integrating ETFs more deeply into their portfolio management and investment strategies,” says Andrew...

A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.

The latest J.P. Morgan Asset Management Guide to the Markets publication asks the complex but crucial question, at what level of U.S. interest rates should we start to...

A new Cerulli Associates analysis shows institutional custom solutions assets stood at $1.7 trillion at year-end 2016, and assets are projected to grow 10.4% to 1.9 trillion by...

Within U.S. equities, the asset classes they see the most promise in are technology and small cap.

In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity...

EBRI's longer-term 401(k) account balance statistics offer hope for participants to help them withstand market volatility.

"Based on our observations as managers of global fixed income portfolios, the integration of ESG factors and green bonds into the investment process can help investors reap opportunistic...

“It’s clear from our research that many retirees may be vulnerable to sudden market corrections and volatility, which can adversely impact savings,” Tina Wilson, head of Investment Solutions...

The plaintiffs' showing that the CVS retirement plan's stable value fund departed from a study of other stable value funds' investments did not support a plausible claim that...

That is defined as 50 or fewer holdings, and is believed to have a higher chance than a diversified portfolio of delivering alpha

The move follows a passionate announcement from Connecticut's State Treasurer about why it feels divestment is the right thing to do.

The SPIVA Scorecard of active fund managers produced by S&P Dow Jones Indices shows long-term underperformance of active managers, but Steve Deschenes, with Capital Group, takes issue with...