Search results for: volatility
IMHO: Thanks Giving
Thanksgiving has been called a “uniquely American” holiday, and one on which, IMHO, it is fitting to reflect on all for which we have to...
Russell Expands Initiative to be Direct ETF Provider
Russell Investment Group is stepping up its efforts to enter the ETF market as a direct provider.
Liquid Savings Important for Unexpected Emergencies
Fifty-eight percent of more-affluent investors with investable assets of at least $200,000 cited emergency expenditures as the primary reason for keeping a portion of retirement savings in liquid...
Asset Manager Compensation Rebounding
Compensation in the asset management industry is rebounding after two difficult years, according to a review by Greenwich Associates and Johnson Associates.
New Russell-Axioma Indexes Address Risk Factors
Russell Investments and Axioma, Inc., a provider of tools for portfolio optimization and risk analysis, have collaborated to deliver a family of five factor-based indexes.
Putnam CEO Sees Promise in Absolute Returns
Robert Reynolds, President and CEO of Putnam Investments, today discussed why he feels that this is the time for advisers and investors to adopt absolute returns...
RIA Launches “Absolute Return” Portfolios
New absolute return portfolios are designed to deliver positive performance over a reasonable timeframe regardless of the ups and downs of the market.
Loring Ward Expands IPS Options
Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.
Russell and Parametric Team up on Index Series
Russell Investments and Parametric Portfolio Associates have collaborated on a new index series that measures the return dispersion of a varied selection of securities.
Investors Beginning to Understand How to Deal with Volatile Markets
Research from Fidelity Investments indicates investors are redefining how they measure financial success amid changing confidence levels and risk tolerance in today’s fluctuating markets.
TIAA Acquires Agricultural Asset Manager
Teachers Insurance and Annuity Association of America (TIAA) has acquired a controlling interest in Westchester Group, Inc., an independent agricultural asset manager.
Loomis, Sayles Unveils Multi-Asset Class Portfolio
Loomis, Sayles has launched the Loomis Sayles Multi-Asset Real Return Fund (MARYX), featuring multi-asset class diversification designed to counter potential global inflationary environments, such as classic inflation, debtflation,...
Putnam Offers 529 Plan with Absolute Return Funds
Putnam Investments has announced the nationwide availability of Putnam 529 for America, its new adviser-sold 529 college savings plan.
Traditional Retirement Losing Appeal for Wealthy
A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.
Vanguard to Change International Holdings in Target-Date Funds
Vanguard plans to simplify the construction of its Target Retirement Funds and certain other funds-of-funds by replacing three underlying international portfolios with a single broad international stock index...
Rising Health-Care Costs Concern Affluent Blacks
In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have...
Schwab Study Reveals Ways to Increase Participant Engagement
A majority (55%) of 401(k) plan participants surveyed say they would use free personalized advice if their employer made it available.