Search results for: volatility
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.
DC Accounts Grew Despite Recession
Vanguard research shows that defined contribution (DC) savings for most participants continued to grow over three- and five-year periods, even during the turbulent years of 2008–2009.
BCG To Offer Stadion as Investment Choice
Benefit Consultants Group (BCG), a Delran, New Jersey-based plan provider, is adding Stadion Money Management to its lineup.
Fidelity Launches Conservative Bond Fund
The Fidelity Conservative Income Bond Fund will invest primarily in a combination of money market and high quality, investment‐grade debt securities with short durations.
Schwab Adds ETF Resources for Advisers and Investors
Charles Schwab has developed a “Select List” of exchange-traded funds (ETFs) to help investors choose the best one for their portfolio.
Americans Want Pensions Back
A public opinion research report indicates Americans think the recession revealed the flaws in the current retirement plan landscape and the government should make it easier for employers...
Survey of Consultants Predicts New Normal
Investment consultants, expecting lower capital market returns and more volatility, support broader asset diversification and custom target-date strategies for defined contribution plans.
FRC Sees Strong 529 Plan Growth
College savings plans have seen a 56% growth in assets over the past 24 months, according to industry data from Financial Research Corporation (FRC).
Fund Managers Chasing the Bulls in 2011
Fund managers are bullish about the prospects for public equities and emerging markets in 2011, but have bearish views of nominal government bonds.
More Effective Practice Management Tools Needed
About half of nearly 1,300 advisers surveyed by Curian Capital surveyed feel time management and efficiency will be their biggest challenge in 2011.