“Low growth, low interest rates and fully valued equities
make the hope for strong future returns just that—a hope,” new research from
Willis Towers Watson warns.
Federal data collection efforts to date have captured little
information on retirement accounts holding unconventional assets—such as real
estate, precious metals, private equity, and virtual currency.
Looking to 2017 and beyond, investors must accept that
expectations for market returns over the next 10 to 15 years have declined for
most asset classes.
Morgan Stanley Releases Gender Diversity Toolkit; Northern Trust
Launches Goal Engineer Series for IRAs; OppenheimerFunds Launches Semi-Custom TDF Program for Advisers; and more.
Correlation does not always imply causation, especially in finance, but you can count among the peripheral consequences of ‘Brexit’ a serious spike in the price of future retirement income.
American Century Investments redesigns and renames large cap
equity fund; Wilshire Associates Incorporated announces the launch of the
Wilshire Bond Index.
Institutional investors are getting serious about reducing
uncompensated portfolio risk, according to one investment manager, driving demand
for “low volatility” and “managed volatility” strategies.
Guardian moves to expand investment flexibility with new options;
Northern Trust enhances solution for fair value leveling through collaboration
with Interactive Data; Nuveen Asset
Management introduces pension liability matching indexes with Wilshire.
The Index is used for portfolio comparison, investment analysis, research and benchmarking purposes by trustees, portfolio managers, consultants and advisers to defined benefit/defined contribution plans, pension plans and individual investors.
Duration-focused equity and fixed-income exposures have
long formed the basis of large institutional portfolios not tied to the future
income needs of a single individual or family, but today’s forward-looking institutions
are seeking more than “pure beta.”
S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.