Search results for: volatility
Nationwide Launches Alternatives Allocation Fund
Nationwide Funds Group is rolling out the Nationwide Alternatives Allocation Fund (NWAAX), a mutual fund offering seven alternative asset classes.
Segal Offers Suggestions on Inflation Protection
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.
Most Participants Would not be Saving if not for 401(k)
Survey results from Fidelity Investments reveal more than half (55%) of current workplace savings plan participants say they would not be saving for retirement if they didn't have...
Van Hulzen Introduces Iron Horse Fund
Northern California-based Van Hulzen Asset Management, LLC, and New York-based Witter Partners LLC have launched the Iron Horse Fund.
Wisconsin’s 529 Plan Adds Low-Cost Portfolios
Wells Fargo Funds Management and the Wisconsin College Savings Program Board have announced several changes to EdVest, Wisconsin’s college savings plan.
Morningstar Adds to Direct Platform
Morningstar Inc. has added a new asset allocation and forecasting functionality to Morningstar Direct, a Web-based global investment analysis platform for institutional investors.
Fund Managers Making Changes to TDF Management
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.
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,...