Tag: Benchmarks

“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. 

Some suggest it is little more than a lack of awareness that has prevented a big rush by DC plans towards smart beta investing.

Some experts see CITs gaining big ground in retirement plans; others see mutual funds holding them off. 

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.