The Markets

Like individual investors, TDF portfolio managers feel pressure to react to short-term trends and speculative market headlines; as with individuals, performance depends on efficient portfolios and a principled...

Mercer suggests not-for-profit health care organizations keep an eye of 403(b) lawsuits, ACA regulations and DB funding, among other things, when making investment decisions in 2017.

Medium- and long-term return assumptions that had already been fairly muted heading into 2017 should be adjusted downward even further, a new analysis from Cerulli Associates contends. 

Exchange-traded funds have struggled for years to enter the defined contribution market; they could see more success under a tighter fee and regulatory environment. 

Overall, funds recorded net redemptions in the month, Strategic Insight data shows.

“The rise of assets in target-date funds accounts for some of the light-trading in 401(k)s we saw in 2016,” explains Rob Austin at Aon Hewitt.

Adding private equity into a custom TDF’s asset class mix can potentially increase a DC plan participant’s total amount saved and distributable by about 8.7%, according to a...

The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...

Retirement plan advisers expect a steady stream of new ESG/SRI investment products in 2017, but it is less clear that sponsor clients are interested. 

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

ESG investing was once seen as a fiduciary risk not worth taking among many plan sponsors and their advisers, but now these funds are seeing substantial growth.

Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns.

New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. 

Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. 

Incorporation of ESG factors in investment decisionmaking doubled for corporate plans since last year.

Nearly half of insurers feel the DOL conflict of interest rule would positively impact sales of fee-based annuities, according to Cerulli Associates; less certain is how to effectively...

There were eight above-normal trading days in November alone, the highest since May 2015. 

Results of a new Voya Financial survey suggest Americans are short on time to devote to planning for the long-term financial future. 

Investors are looking for more options when it comes to exchange-traded funds (ETFs), a survey finds.

Even though TDFs have been gaining some impressive traction in the DC plan space, many participants are not using these investment vehicles in the way they were designed....