Tag: Equities

The Milliman 100 Pension Funding Index shows that the funded status of the 100 largest corporate defined benefit (DB) pension plans improved to 93.9% during November.

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

The Towers Watson Pension Index reached a five-year high during November.

A research brief from Russell Investments finds that funding levels for pension plans improved significantly in the last year.

Twenty TIAA-CREF mutual funds are now available through the Merrill Lynch Wealth Management and Merrill Edge investment platforms.

Investors can expect more broad-based and self-sustaining recovery next year as economic conditions in the U.S. and Europe continue to improve, new analysis shows.

Analysis from the Center for Retirement Research (CRR) shows strong equity returns and modest housing price increases since 2010 have done little to improve most Americans’ retirement outlook.

The funded status of the typical U.S. corporate pension plan in November improved 2.1 percentage points to 93.9%.

Accounting for the source of funded ratio increases within defined benefit (DB) plans is critical for preventing imprudent fixed-income purchases, new research shows.

The cost of purchasing pension annuities from insurers fell to 108.3% of liabilities during October, down from 108.9% to reach the smallest margin measured in 2013.

A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.

W.E. Donoghue & Co., Inc. (WEDCO) has launched the Power Dividend Index Fund.

The use of multiple asset-allocation models is essential to mitigate risk in a post credit crisis world, according to a new whitepaper from NEPC LLC.

Equity funds and exchange-traded funds (ETFs) are on track to attract $450 billion in 2013.

Defined benefit pension plans that are less funded invest more aggressively, according to an analysis by Towers Watson.

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.

The new fund seeks long-term capital growth by investing in foreign and U.S. companies within the industrials sector.

U.S. workers hold almost half of their investable assets in low- or no-return cash strategies, potentially jeopardizing retirement readiness in an effort to avoid risk.

Improved corporate efficiency and earnings margins helped drive markets to record highs in 2013, but a number of trends could shift equity...

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.