Tag: Benchmarks

Putting a tilt on his 2013 forecast, Bob Doll of Nuveen Asset Management predicts a grind-higher economy and a muddle-through stock market for the year ahead. 

Henderson Global Investors launched the Henderson Unconstrained Bond Fund, a mutual fund that provides investors with a dynamic approach to fixed-income investing.

The cost of purchasing pension annuities from insurers increased to 108.4% of liabilities during November.

Improving stock markets and strong inflows helped investors in stock mutual funds and exchange-traded funds (ETFs) earn nearly $2 trillion during 2013.

Perception is reality—at least when it comes to movements in investor optimism.

Common assumptions for estimating retirement costs may inflate actual needs.

State Street Global Exchange expanded participation in the Wilshire Trust Universe Comparison Service (TUCS).

Asset management firm MFS launched two mutual funds designed to provide equity exposure with less overall volatility.

Estimated mutual fund inflows for October set the highest monthly pace measured since January, with U.S. equity funds collecting $10.5 billion in new assets.

A strategy that is more than 50 years old, smart beta is receiving new attention as investors seek alternatives to passive, index-based asset management.

Institutional investment data and analytics provider eVestment issued a pair of retooled solutions for managing traditional and alternative investment strategies.

Optimism over global economic conditions and corporate profits shrunk in early October as persistent volatility and high tail risks in U.S. markets outweighed improving sentiments towards Europe.

A program designed to help retirement plan sponsors adequately review the success of their plans has been rolled out.

Even with a majority of financial advisers agreeing that retirement planning is a major part of their business, conflict persists over how to track retirees’ success in meeting...

The United States saw over $17.4 billion of outflows for exchange-traded funds (ETFs) during August, decreasing its year-to-date inflows to $95.9 billion.

Alison Cooke Mintzer moderated a roundtable discussion with Elaine Sarsynski, Tom Skrobe and John Galateria on the roles of advisers.