Tag: Benchmarks

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...

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...

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.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.

Evolving asset allocation strategies are making existing investment product sets less relevant, according to research from Casey Quirk.

The inaugural Active/Passive Barometer report shows that passive investing trumps active.

According to two panelist experts speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of top-performing plans and plan sponsors.

Wilshire Associates announced the launch of the “Powered by Wilshire” solution, allowing investment advisers and managers to merge their own index methodology with Wilshire’s index calculation engine and...

Combined elements of Russell Investments and the London Stock Exchange Group will operate under a newly the established brand, FTSE Russell.

One advisory team is urging retirement plan fiduciaries to reconsider the importance of index fund proxy voting rights under the Employee Retirement Income Security Act.

With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.

The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new Morningstar report.

Changing workforce demographics are driving retirement plan policy and law, says Fred Reish, chair of the financial services ERISA team at Drinker, Biddle & Reath LLP.

A recent academic research paper argues that using institutional investment consultants to make fund and portfolio manager choices is “fruitless” when it comes to driving outperformance.

Sibson Consulting has created a DC Plan Scorecard that provides a framework for reviewing all aspects of defined contribution (DC) plans.

It’s a common research finding that men, on average, have more saved for retirement than women, but new BlackRock research has identified a core of “smart savers” bucking...

Underlying 401(k) investment fees declined for both small and large retirement plans in 2014, according to the 15th edition of the 401k Averages Book.