The Markets

Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing...

Despite outflows following high-profile management changes, Morningstar finds that such a flux has no impact on fund performance. 

This is the loss to investors over the next 30 years, the Economic Policy Institute says.

Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines. 

ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.

A new study by Dreyfus finds that in the midst of a changing market environment, younger investors are more likely to reevaluate their investment approach than their older...

Real estate accounts for 35% of that total.

New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

The institute has proposed a framework to bring clarity, consistency and transparency to the valuation of financial instruments such as mortgage-backed securities, credit default swaps, complex bonds and...

A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.

Asset managers and their institutional clients, DC and DB retirement plans included, are demanding more rigorous due diligence of mutual fund subadvisers.

A study by Willis Towers Watson argues that long-term horizon investing can generate as much as a 1.5% premium per year.

Even while the industry has placed attention to product development and growth, investors continue to choose security.

Investors are prone to risky behavior during market downturns and TDF glide paths should protect against these shifts, says a portfolio strategist with Charles Schwab.

Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future. 

Many say they are not provided investment performance data from their adviser.

Transparency remains of growing importance for asset managers and institutional investors focused on alternative assets, but many are unsure of how to achieve it.

Emerging market investors will need to focus on the cross-cutting themes, sectors and securities that drive investment returns, PGIM says.

About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.