The Markets

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion. 

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s...

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

Positive fourth-quarter performance was not enough to pull target-date funds out of negative territory, according to Callan Target Date Index.

A negative number, that is.

While retirement plan sponsors increasingly see managed accounts as helpful to prepare participants for retirement, more education is needed to increase participant usage.

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

2015 was the first calendar year since 2008 that institutional investors overall had a negative return.

Target-date fund investors are absorbing the lesson that both passive and active investments can play a role in retirement portfolios, according  to new research from Voya Investment Management.

Following the Federal Reserve’s decision this week to hold off at least a little longer on its next rate hike, one Prudential fixed-income leader anticipates a volatile but...

“We recommend that plan sponsors consider these investment ‘ideas’ in the context of their overall plan objectives and constrains and under the advice of their investment consultant or...

Experts suggest many long-term investors have absorbed central lessons about volatility and trading—especially among more sophisticated segments of the investing population. 

Market volatility, longevity and PBGC premiums are prompting sponsors to take a harder look at funding levels.

Findings from a Northern Trust survey show corporate earnings and U.S. economic growth are among the top concerns of global asset managers—but even with emerging volatility managers are...

New data from Strategic Insight shows long-term mutual funds and ETFs attracted $158 billion of net new investment in 2015, despite $40 billion of outflows in December. 

Differing from the narrative of some providers, one researcher suggests the use of alternative investments may not expand that much further in the DC space. 

Mercer outlines the top investment considerations to discuss with not-for-profit healthcare organizations in 2016.

From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers...

The index was established as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments, and is the basis for a collective trust used in...

John Hollyer with Vanguard sees the SEC’s new efforts having a minimal effect on retirement plan investors.