Search results for: volatility
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.
Active Traders Show Market Optimism
The latest Charles Schwab Active Trader Sentiment Survey found that 72% of traders who are expecting a tax refund this year plan on investing at least some of...
Target-Dates Did Well in 2010
Bull-market gains in 2010 helped target-date funds (TDFs) perform well, as compared with standard market benchmarks, according to Morningstar’s Target-Date Industry Survey.
Genworth Develops Portfolio Strategies
Genworth Financial Wealth Management is introducing Genworth Portfolio Solutions (GPS), providing advisers with four asset allocation models.
S&P Introducing New Versions of S&P 500
S&P Indices is launching two indexes designed to provide market participants with unique measuring tools for specific stock characteristics within the S&P 500.
Sponsors Say Participants Don’t Fully Utilize Savings Tools
Nearly 83% of sponsors in a recent survey said participants are at least satisfied with retirement planning tools available to them; however, 79% also said participants do not...
Institutional Investment Managers Anticipate Inflation Risk
Approximately 70% of institutional investment managers believe that the risk of inflation will increase over the next six months, according to a Northern Trust survey.
Poll Finds General Interest in Non-Traditional Investments
Baby Boomers and financial advisers remain concerned about market volatility in retirement accounts, a MetLife poll shows.
Those Most Concerned about Taxes have Untapped Solutions
Research from The Hartford found lower income Americans are more worried about rising taxes than those with higher incomes, yet are not taking advantage of tax-saving solutions.
Columbia Management Launches Absolute Return Funds
Columbia Management launched two open-end mutual funds: the Columbia Absolute Return Multi-Strategy Fund and the Columbia Absolute Return Enhanced Multi-Strategy Fund.
Putnam Develops Income Solution with an "Absolute" Focus
Putnam Investments announced plans to offer a suite of income-oriented funds that aim to help Boomers and retirees develop strategies based on their risk tolerance.