While much time is spent selecting investment managers, not nearly enough time is spent in establishing a processing for terminating such managers, says a recent paper from the...
Five years is something of an eternity when forecasting equity market risks and returns, but Northern Trust sees reason for optimism in its latest long-term capital markets outlook.
Retirement plan sponsors should recognize that different age groups have different financial priorities and investment outlooks, according to Cogent Reports, a division of Market Strategies International.
While the Employee Retirement Income Security Act (ERISA) does not require retirement plan sponsors to have an investment policy statement (IPS) for their plans, it is a highly...
Registered investment advisers (RIAs) have increased long-term mutual fund and exchange-traded fund (ETF) assets under management by more than 12% this year, according to Broadridge research.
Interest in specific investment outcomes is likely to drive continued institutional exchange-traded fund (ETF) adoption, according to Cerulli Associates.
A lack of information and consistent standards makes it difficult for 401(k) plan sponsors to gauge whether managed account services truly benefit participants, says a new report.
Most savers are withdrawing from individual retirement accounts (IRAs) at a rate likely sustain some level of monthly income throughout retirement, according to an EBRI analysis.
Market corrections are notoriously difficult—many say impossible—to predict, but that doesn’t mean investors should abandon the idea of preparing in advance for the next correction.
The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.
Average individual retirement account (IRA) contributions for tax year 2013 reached $4,150—a 5.7% increase from 2012 and an all-time high, according to Fidelity Investments.
A pension plan transaction recently announced by British Telecom, offers a glimpse of a coming pension risk transfer option for U.S. defined benefit plan sponsors.
Taught by experience how quickly stock-market volatility can destroy wealth, investors have gained a healthy appetite for risk management solutions, says Adrian Banner, CEO and CIO of INTECH.
Though the United States continues to face macroeconomic challenges, more elements of the economy are contributing to healthier growth, says Bob Doll of Nuveen Asset Management.
Participants of 401(k) plans saw lower expense ratios when investing in long-term mutual funds during 2013, according to a report from the Investment Company Institute (ICI).