Wilshire Data Highlights Impressive Market Growth for Q3
Pension funds have benefitted strongly in the last
quarter—and the last several years—from strong stock market performance.
Tag: Benchmarks
Market Highs Reinforce Importance of Risk Reviews
LPL’s senior market strategist highlights an interesting upcoming
equity market performance record—the S&P 500 going 33 consecutive sessions
without a 0.5% daily decline.
Investment Products and Services Launches
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
Beyond (k)
2017 PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firm
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2017 PLANSPONSOR Target-Date Fund Buyer’s Guide
Our guide to the size, scope and design of target-date
options
Benchmarking Managed Accounts
Some experts say they should be measured against
individuals' goals
Callan DC Index Shows Strongest Yearly Gains Since 2006
The 3% return on the standard equity portfolio measured
during the second quarter pushed the decade-old DC plan investing index to a
record-breaking year.
Morningstar Dives Deep Into Plan vs. IRA Cost Benchmarking
PLANADVISER learns from Morningstar's research team about a
new benchmarking service comparing 20,000 DC retirement plans to establish
better comparisons of qualified plan costs versus IRAs.
Investment Products and Services Launches
BRI Launches Small Cap Index Powered by Wilshire; First
Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more.
Benchmarking Managed Accounts Against Participant Goals
Some industry experts believe managed account performance should
not be benchmarked against an index but instead against an investor’s unique
individual goals.
PLANADVISER DCIO Industry Snapshot
Mutual funds continue to be the investment vehicle of choice
among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely
avoided.
The Callan DC Index Posted Strong Gains During First Quarter 2017
The growth of 4.67% is the highest quarterly bump for the index since the end of 2013.
Asset Manager Competition Is Good for Clients
Retirement plan advisers can help their plan sponsor clients
take advantage of emerging opportunities for better deals and service coming
out of fierce competition among asset managers.
Investment Products and Service Launches
Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index
Millennials Display Outsized Return Expectations, Desire for Advice
Millennials are now the largest demographic in the U.S., and
also the least likely to have access to a defined benefit pension plan.
Interpreting Investment Fee Research Is An Art
There is more retirement plan investment fee data available
than ever before, but it is still not exactly easy to identify a good value.
Low Levels of 401(k) Trading Measured During 2017
The first quarter of 2017 brought only light trading
from 401(k) plan participants, according to data provided by Aon Hewitt.
TDF Market Shows Signs of Maturity
An increase in the number of TDF providers has been a
positive development for investors, as it has led to lower fees and more
product choices, according to Mercer research.
State Street Announces Distribution of Private Equity Benchmark
Street Corporation will work with Fidelity National Information Services (FIS) to distribute its GX Private Equity Index (PEI).
Investment Products and Service Launches
HealthSavingsAdministrators Launches
HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the
Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.