Tag: Equities

Small-cap growth funds represent a potentially effective way for those with retirement saving shortfalls and concerns about improving portfolio growth to provide additional stock and sector diversification while...

Most active investors expect the S&P 500 to remain stable or rise more than 100 points by year-end, according to a recent Fidelity Investments poll.

 Sources say they are optimistic about market recovery but predict volatility will be present in the short term.   

Low interest rates pose a risk to investors, according to a Prudential paper on the implications of recent research from the National Retirement Risk Index.

The Neuberger Berman Flexible Select Fund was debuted by Neuberger Berman. The all-cap equity mutual fund seeks risk-adjusted returns with lower volatility.

Are you afraid of the dark? Plan sponsors have many concerns about their retirement plans and participants that could keep them up at night.

Reducing volatility and expanding investment options for defined contribution (DC) plans could improve risk-adjusted returns, according to BNY Mellon.

When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.

Charles Schwab brought out a dividend income-focused money management strategy from ThomasPartners for independent registered investment adviser (RIA) clients.

The Wilshire Trust Universe Comparison Service (TUCS) Spotlight found little difference between large and small plans’ total performance levels in 2012.  

Lodestar is an interactive global market intelligence platform that allows users to explore and customize more than 20 years’ worth of Cerulli research data.

Most defined contribution plan participants were content to stay put with their investments in March, according to the Aon Hewitt 401(k) Index.

U.S. investors said they have just 11% on average of their income-producing assets invested internationally.

Europe, sequestration, interest rates and that evergreen—government spending—are all part of the landscape dimming advisers’ enthusiasm for the economic outlook, a survey found.

The J.P. Morgan Funds Guide to the Markets for the second quarter of 2013 has been released.

Aston Asset Management LP partnered with Lee Munder Capital Group LLC to debut a mutual fund, the ASTON/LMCG Emerging Markets Fund.

Ninety-eight percent of defined contribution (DC) investment consultants polled recommend clients offer a target-date or target-risk investment tier.

U.S. investors who missed the four-year rally could be ready to return to market, according to BNY Mellon.

Smart beta is an ideal way for investors to access the best aspects of market diversity at modest cost and governance, according to Towers Watson.

Paul Boyne and Doug McGraw have been tasked with leading a new team in global equities at Manulife Asset Management.