The Markets

Only 39% of institutional investors surveyed by Callan that do not include ESG factors in investment decision-making said the value proposition for ESG remains unclear, down from 63%...

Down from a high of 84% in 1996, twenty years later the majority of the assets owned by respondents, 69%, are still actively managed.

The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week.

While the equity markets have posted very strong returns in each of the last two years, investing leaders with J.P. Morgan Asset Management warn the long-term outlook remains...

“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another...

“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.

A recent speech given by SEC Commissioner Kara Stein highlights the shifting landscape of mutual fund reporting, and how emerging technologies are reshaping the way investors will compare...

Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move...

Research from Cerulli Associates finds plan sponsors must position managed accounts as a service, in order to change its costly product reputation.  

Reporting from Insight Investment shows more than half of institutional asset owners surveyed are anticipating expanding the number of investment managers they work with.

However, November was a light trading month for DC plan participants, Alight Solutions finds.

The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking. 

They are turning to alternatives to mitigate market risk.

U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds. 

Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”

Already, 18% are incorporating environmental, social and governance funds into their practices.

A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.

Exchange-traded funds have benefited once again in 2017 from an increase in investor focus on costs.