The Markets

Investors experiencing underperformance prefer increases in active investing, objective-based investing or allocations to alternatives to grow portfolios, a report found.

Cerulli Associates outlines various hurdles to wider managed account adoption in a new report, while urging advisers to consider how managed accounts can complement TDFs. 

"Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services.

59% of recently hired 401(k) participants held TDFs, compared with 48% of 401(k) plan participants overall, a study found.

The company said the move was not triggered by the DOL’s new fiduciary rule.

The decline was primarily driven by asset flows into lower-priced vehicles, Morningstar says.

Northern Trust survey finds investment managers are more positive on the U.S. economy, but some trepidation remains with regard to the European and Asian markets.

Strategic Insight data shows net deposits to long-term mutual funds and ETFs totaled $46.7 billion in March. 

The Index is used for portfolio comparison, investment analysis, research and benchmarking purposes by trustees, portfolio managers, consultants and advisers to defined benefit/defined contribution plans, pension plans and...

Slightly more trading activity occurred in March compared with April within 401(k) accounts, according to Aon Hewitt. 

Declining interest rates offset the impact of strong March growth in the U.S. equity markets.

Factor investing, based on the idea that risks and returns of investments can be attributed to a common set of economic and style factors, has become popular among...

Firms are seeking investment management that will help mitigate risk, according to a PIMCO survey.

By using two simple, objective filters, Fidelity found the average actively managed U.S. large-cap equity fund outperformed its benchmark in 2015, after fees, by 0.70% (or 70 basis...

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

PGIM foresees investment opportunities across real estate, health care, and technology.

Net outflows from active funds totaled $3.9 billion during the month.

Even though trading was lighter in February, in both months DC plan participants favored fixed income investments.

Aon Hewitt says 2015 was the lightest trading year on record for DC plans.

Introducing the expansive 2016 Guide to Retirement, JP Morgan researchers cited ample evidence that 7% or 8% annual return assumptions will not hold in coming years and decades.