The Markets

While there are a number of strategies for combating asset-value erosion from inflation, each has strengths and weaknesses, outlined in a recent report from Segal Advisors.

Investors who work with a financial adviser are more likely than those who don’t to think of global investing as an important strategy for diversification, according to a...

A recent survey by Northern Trust saw a trend toward risk aversion among institutional investment managers in 2Q 2011; however, most also reported positive expectations for job growth...

Excluding China, long-term funds in Asia collected over $15 billion in net flows during May, according to data from Strategic Insight, an Asset International company.

Strategic Insight, an Asset International company, estimated that investors poured an additional $10.6 billion into U.S. ETFs in June, after $4.5 billion net inflows in May.

Uncertainty over the economy and unemployment increased in June, sparking U.S. mutual fund investors to redeem an estimated $2 billion in cash out of U.S. stock and bond...

Long-term mutual fund flows turned negative in June for the first time since December 2010, Morningstar reports.

Morningstar reports that U.S. exchange-traded funds (ETFs) saw inflows of $9.8 billion in June after outflows of $3.1 billion in May.

A white paper from Prudential Retirement discusses what effect the incorporation of guaranteed minimum withdrawal benefits (GMWBs) can have on retirement income and security.

Month over month, exchange-traded fund (ETFs) assets fell $15.4 billion, down 1.4%, according to the State Street Global Advisors ETF Snapshot report.

Deciding what investments should be included in a retirement plan’s menu and monitoring those investments is a huge amount of risk and liability for just one person; plan...

Stock and bond funds experienced net inflows of $12.4 billion in May, according to Financial Research Corporation (FRC).

Since the market downturn of 2008, there has been increasing debate on whether target-date funds (TDFs) should take retirement plan participants “to” retirement or “through” retirement.

Callan’s 2011 Target Date Fund Survey found that target-date funds (TDFs) continue to evolve as managers evaluate their glidepaths and the use of underlying funds.

U.S. REITs continued to outperform the broader equity market in the second quarter and the first half of 2011, according to the National Association of Real Estate Investment...

With 12% of retirement plan assets in target-date funds and 40% of new assets going into target-date funds (TDFs), panelists at the PLANSPONSOR National Conference said it is...

Stock markets in Asia are getting much less liquidity from mutual fund allocations compared to last year, according to global research firm Strategic Insight, an Asset International company.

The Spectrem Affluent Investor Confidence Index fell 11 points in June, its biggest drop in more than three years. 

According to an annual report by the Investment Company Institute (ICI), 401(k) plan participants invested in stock mutual funds on average paid lower expense ratios in 2010.

Institutional investors should review information that goes beyond the typical scorecard when measuring the success of a portfolio or switching asset managers, according to a study from Mellon...