Dow Jones Indexes has introduced the Dow Jones Total Stock Market Indexes, which will serve as its primary global benchmark family.
Fiduciary Benchmarks, Inc. has launched a data portal designed to provide an adviser, consultant, recordkeeper, other service provider or fiduciary with customized plan benchmarking reports.
The 7Twelve Balanced Portfolio offers a new way to look at benchmarking balanced funds.
Standard&Poor's announced the launch of the first in a series of global low carbon indexes to meet investor demands for environmentally focused indexes.
The Vanguard Group has introduced a bond index fund for use by Vanguard funds, including Vanguard's Target Retirement and LifeStrategy funds, which invest in other Vanguard offerings.
As a reaction to the plunging stock market, the overall transfer activity in the Hewitt 401(k) Index was significantly higher in 2008 than in previous years.
Calling it an "index for a changing world," investment manager PIMCO has introduced the PIMCO Global Advantage Bond Index (GLADI).
The Spectrem Millionaire Investor Index (SMII) saw its largest increase ever when it jumped 16 points in December to -23.
Global equity markets rebounded in December, according to Standard&Poor’s Index Services monthly global stock market review, “World by Numbers.″
As the future of our economy remains volatile, the very nature of retirement savings plans is being questioned.
Capturing the profile of the "typical" retirement plan adviser
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
How to know what you don't know
How to draft and monitor an investment policy statement
401(k) plan benchmarking moves on
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
With no industry consensus on how to benchmark target-date funds, what can advisers do?
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
How advisers can measure client satisfaction and why they should
Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?