Tag: Benchmarks

A new company is providing a new way to benchmark fees paid by retirement plans.

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

A recent deal between Northwestern Mutual and the London Stock Exchange Group brings more than $9 trillion in benchmarked assets under one roof.

Northwestern Mutual completed a $2.7 billion sale of its subsidiary Frank Russell Company, also known as Russell Investments, to the London Stock Exchange Group.

Historical index data for the Endowment Index is now available through major index and investment databases.

Five new indices created by Wilshire Associates Incorporated are designed to provide critical benchmarking support to investors seeking exposure to liquid alternatives.

Thomson Reuters launched a suite of indices to measure the performance of European companies with superior ratings for environmental, social and corporate governance (ESG) practices.

A new analysis from Segal Rogerscasey argues past performance is only one of many factors that should be evaluated when assessing active investment manager performance.

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

Wilshire Associates Incorporated announced the launch of two indices designed to provide insight into an investment category that is difficult to benchmark—liquid alternatives.

The average account balance of consistent participants in 401(k) plans saw a 6.8% annualized increase between year-end 2007 and year-end 2012, says a new study.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

Russell Investments announced several updates to its Economic Indicators Dashboard, an analysis tool used by financial advisers to have informed conversations with clients about the U.S. economy.

American adults under age 30 favor cash and other lower-risk assets, even as the basis of a long-term investment strategy, according to new research.

Though the United States continues to face macroeconomic challenges, more elements of the economy are contributing to healthier growth, says Bob Doll of Nuveen Asset Management.

The Pension Resource Institute, LLC (PRI) reached a partnership agreement with FRA PlanTools that allows PRI subscribers to easily order and access FRA PLANbenchmark reports.

“Home country bias” is a diversification problem that is still dogging investors, new research suggests.

Total assets managed by the top 100 alternative investment managers globally reached $3.3 trillion in 2013, compared with $3.1 trillion in 2012, Towers Watson research finds.

The funding for defined benefit (DB) retirement plans sponsored by S&P 1500 companies showed a slight improvement during June, according to a recent analysis from Mercer.

The companies of OneAmerica have launched OneCheck, a set of retirement plan health monitoring tools and reports for participants and sponsors.