Search results for: volatility
Workers More Attentive to Retirement Savings
American workers and retirees are taking charge of their personal financial well-being by spending less and focusing more on their long-term financial future, according to the latest Principal...
Are Participants Really Cutting Back on Savings?
A new study casts doubt on reports that the softening economy and tumultuous markets are having a significant impact on participant savings rates.
Invesco Launches Risk Premium Capture Strategy
Invesco's Global Asset Allocation Group has unveiled Premia Plus, a risk premium capture strategy.
Report Ranks Best Web Sites for Advisers
If you are looking for mutual fund Web sites that are useful in a particular area for advisers, a new report offers some insight.
INTECH Puts Market Neutral Strategy into Gear
INTECH Investment Management LLC has announced the formal launch of its Market Neutral strategy.
73% of DC Sponsors Plan No 2009 Match Changes
While media accounts may be full of reports of employer decisions to suspend their retirement plan company match contributions, 73% of DC plan sponsors in a new survey...
Participants Learned Hard but Good Lessons
Market volatility in 2008 caused many investors to seek help, according to Fidelity Investments.
State Street Unveils Two ETFs
State Street Global Advisors (SSgA) has launched the SPDR Barclays Capital Short Term International Treasury Bond ETF (symbol: BWZ) and the SPDR Barclays Capital Mortgage Backed Bond ETF...
Advisers Focus on Wealth Preservation, Asset Allocation
Advisers plan to address wealth preservation and asset allocation with clients, rather than retirement planning in 2009.
Some HNW Individuals Push Back Retirement Plans
Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial...
Fidelity Finds DC Participants in for the Long Haul
Data from more than 19,000 defined contribution (DC) plans recordkept at Fidelity investments showed participants “did not initially overreact″ to market volatility.
Putnam Releases Absolute Return Suite
Putnam Investments has launched a suite of target absolute return mutual funds designed to seek annualized total returns of 1%, 3%, 5%, or 7% above those of Treasury...
Fund Managers Optimistic, but Concerned about Retirement Income
The top concerns of fund managers during the next 10 to 20 years focus on inadequate retirement incomes from defined contribution (DC) plans for large segments of the...
Adviser Resolutions Focus on Growth
Despite a challenging 2008, independent advisers surveyed in an SEI Quick Poll are positive about success in the coming year.
Vanguard: Target-Date Funds Balance Investment Behavior
With recent market volatility, a concern that some participants are too aggressively invested in equities has been added to the ongoing concern that some participants are invested too...
Calvert Launches Government Fund
Investment management firm Calvert has announced the launch of the Calvert Government Fund.
Target-Date Funds Poised for Growth
Cerulli Associates says asset managers will look toward more progressive approaches with target-date funds in the next year.
Participants to Washington: Hands off Our 401(k)s
Most of the millions of American workers who invest for retirement through a 401(k) plan are staying the course despite tumultuous markets, and want to preserve the 401(k)’s...
House Passes Pension, RMD Relief
The U.S. House of Representatives passed the Worker, Retiree and Employer Recovery Act of 2008 by unanimous consent.
RIAs Say Recruiting Talent as Challenging as Recruiting Clients
A study released by Pershing Advisor Solutions LLC found that challenges and priorities have changed for RIA firms in the last two years.