The Markets

Target date funds (TDFs) were the dominant source for inflows into defined contribution (DC) retirement plans in 2014, with nearly 33% of cash flows invested in the multi-asset...

Research from Cerulli Associates suggests financial advisers face a lack of new income products and approaches, due mainly to low interest rates and weaker financials among insurers.

A new research paper from J.P. Morgan Asset Management seeks to educate plan sponsors and advisers about the dynamic interplay of risks involved in target-date fund (TDF) investing.

A majority of institutional investors consider ESG criteria when making alternative investment allocations, according to research by LGT Capital Partners and Mercer.

Financial research and analytics firm Cerulli Associates finds managed account programs are more resistant to fee compression than other commonly used qualified default investment alternatives.

Net new investment to stock and bond funds totaled $56.7 billion in February, according to Strategic Insight, an Asset International company.

Investors say central clearing has reduced systemic risk in the derivatives market, and there is an increasing interest in futures.

Participants in defined contribution plans did little to rebalance their portfolios in February.

Assuming all retirement portfolios will be spent down by the time of the owner’s death leaves some investors with less-than-optimal advice, one investment expert warns.

A recent Legg Mason survey finds affluent U.S. investors predict their average net retirement expenses could top $2.5 million without significant lifestyle changes.

Plan participant age metrics can be a critical factor in setting liability-driven investing strategies, according to Nuveen Asset Management.

Institutional investors are not acting fully on their own expectations when making their asset-allocation decisions, research suggests.

The market is poised for accelerated defined benefit pension plan risk transfer activity, according to speakers featured in a Mercer webcast.

Northern Trust wants to put an end to litigation that has been ongoing since 2009.

A new report from Cerulli Associates notes that during the past year, robust equity markets decreased the value of pension liabilities, and resulted in improved funding levels for...

In total, U.S. Equity funds saw outflows in January.

It can be hard to separate noise from actionable insight when discussing investing trends, but two industry experts say now is clearly the time to get ahead on...

Lump-sum payments from Lockheed Martin’s defined benefit pension plan to certain former employees significantly reduced its pension benefit obligations—though not enough to offset a mortality-related increase.

Financial research and benchmarking provider CEM Benchmarking says its most recent report contains enough data to prove active investing is worthwhile for pension funds, if executed efficiently and...

Aon Hewitt’s 401(k) Index shows there were five days of above-normal trading activity in the month of January 2015–more days than the previous two months combined.