Tag: Benchmarks

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. 

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

Interest rates saw their biggest jump in the year in October, producing losses of 1% to 2% on bond portfolios.

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

You can’t really call it a “safe” investment portfolio if it fails to generate enough return to reach an adequate savings level prior to retirement. 

Lincoln Investor Advantage Visualizer demonstrates the long-term impact of incorporating annuities as part of a comprehensive retirement plan. 

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. 

Fidelity is launching three new low-cost index funds. 

It enables advisers to compare glide paths, risks, returns and expenses.

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.

No way around it—new research from TIAA-CREF into the way U.S. retirement savers think about their investments is downright troubling. 

Global equity returns weighed heavily on the median returns for all plan types in the third quarter, according to Wilshire Associates.

There was no increase in inflation in the third quarter, so under current law, there will be no increase in Social Security payments.