Search results for: volatility
PSNC 2011: Glide Paths
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...
John Hancock Enhances Lifetime Withdrawal Benefit
John Hancock Annuities has enhanced its Income Plus For Life optional rider by increasing the deferral credit for newly issued riders from 5% to 6% at age 65...
Study Suggests Lifecycle Funds’ Equity Allocations too High
The first study by the newly launched Putnam Institute suggests most lifecycle fund offerings in today’s market are too aggressive in their equity exposure
Brinker Capital Adds ETFs to DC Platform
Investment management firm Brinker Capital has announced that seven exchange-traded funds (ETFs) have been added to its defined contribution (DC) retirement plan offering.
Employers to Spend More Time on Retirement Plan Governance
Four out of 10 U.S. employers expect to spend more time governing their employer-sponsored retirement plans over the next two years, according to a survey by Towers Watson.
Advisers and Clients Have Different Priorities, Study Shows
According to the latest Financial Professional Outlook (FPO) from Russell Investments,investors and advisers are initiating conversations on distinctly different topics.
Equinox Announces New Commodity Fund
Equinox Fund Management, LLC, a sponsor of alternative investment funds, released the Equinox Commodity Strategy Fund.
Windham Capital Develops Strategy for Global Risk
The Windham Investment Risk Cycle strategy was designed to measure the interactions between global markets and determine how fragile one may be.
investment-oriented
Stable Value – Slow and Steady
Despite the longevity of stable value funds, misperceptions remain
Matthews Expands Fund Lineup
Matthews International Capital Management, LLC, adviser to the Matthews Asia Funds, has launched an extension of its fund lineup to include a portfolio dedicated to investing in small,...
Survey Says Investors Are Fundamentally Changed
The majority of individual investors (58%) say they’ve lost faith in the stock market and nearly half are not likely to ever put more money into the market,...
Russell Investments Launches 10 Factor ETFs
Russell Investments has launched what it says is the first comprehensive series of Factor exchange-traded funds (ETFs), designed to help investors manage significant risk factors within their portfolios.
Russell and Axioma Team up to Launch Indexes
Russell Investments and Axioma, Inc., a provider of advanced tools for portfolio optimization and risk analysis, have collaborated to launch a series of long-only large and small cap...
Report Says It May be Time to Consider Real Assets
State Street’s SPDR University suggests that investors would be well-served to start thinking about how exposure to real assets can help position their portfolio for rising inflation.
Non-Qualified Exec Benefits Popular for Restoring Lost Savings
The fifth annual MullinTBG-PLANSPONSOR Executive Benefits Survey shows companies are using nonqualified deferred compensation plans (NQDCPs) as a valuable tool for restoring weakened retirement savings.
AXA Equitable Introduces Structured Investment Option
AXA Equitable Life Insurance Company has introduced the Structured Investment Option (SIO) for its EQUI-VEST series of variable deferred annuities available to employer-sponsored retirement savings plans.
Mutual Fund Flows Show Investor Confidence
U.S. mutual fund investors demonstrated confidence in a gradual economic recovery, adding about $27 billion in net new cash to U.S. stock and bond mutual funds in April...
Orinda Introduces Multi-Manager Hedged Equity Mutual Fund
Orinda Asset Management LLC, an independent, privately-held asset management firm, has launched the Orinda Multi-Manager Hedged Equity Fund.
Morningstar Introduces New Categories for Alternatives
Morningstar, Inc. has added 10 alternative investment categories within the Morningstar Category classification system.