The Markets

In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.

The Millennial generation ranked ESG factors as equally important as investment outcomes when considering investments decisions, according to a survey.

Outsourced chief investment officer assets managed with discretion have more than doubled to nearly $1.3 trillion over the past five years, according to Cerulli Associates. 

PGIM offers suggestions for helping pension plan sponsors manage longevity risk.

The number of DC specialist advisers making customized target-date fund recommendations has increased significantly in just the last year.

Forty-four percent of financial advisers say they would be willing to accept lower returns in order to achieve a positive social impact.

Actively managed funds experienced aggregate net redemptions of $26.2 billion in October, data from Strategic Insight shows.

There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real...

Bob Doll says the GOP sweep is poised to help corporations and boost the economy.

Investment volume tied to themes of sustainability and social/environmental responsibility has grown 33% in the last few years alone.

The month presented investors with several challenges, not just negative returns.

“The median return of the three plan types varied slightly, but the way each achieved its strong positive return was distinctive,” says Amy Garrigues with Northern Trust.

A new report urges investors to look beyond the peripheral politics of ESG investing and think instead about the very real “systems-level” risks presented by issues such as...

A new study by Scottrade offers some surprising insight into the different investment decisions and market outlooks based on gender.

“While target-date funds can be a simple, cost-effective option for employees, managed account participants tend to save more compared to target-date investors.”

Advisers will certainly have heard questions from clients about the use of 12b-1 fees moving forward under the new DOL fiduciary rule; what are the experts saying?

Interest rates saw their biggest jump in the year in October, producing losses of 1% to 2% on bond portfolios.

Even consistent leaders in the asset management industry will face hardship in coming years, thanks to a confluence of competitive pressures already starting to take hold, a new...

ETFs have a long way to go before they overtake mutual funds in the DC space, but data from State Street Global Advisors suggested they could be on...

One-third saving for retirement expect the election results will negatively impact their nest eggs.