Tag: Equities

In light of heightened regulatory pressure, advisers are reevaluating portfolio management strategies to generate sufficient retirement income in a low-interest-rate and cost-sensitive environment.

Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns.

Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. 

There were eight above-normal trading days in November alone, the highest since May 2015. 

There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real...

Bob Doll says the GOP sweep is poised to help corporations and boost the economy.

Interest rates saw their biggest jump in the year in October, producing losses of 1% to 2% on bond portfolios.

Fee pressure in the DC industry is resulting in tailwinds for the expansion of the “strategic beta” asset class.

Net redemptions from Money Market funds in September totaled $21.1 billion.

Monthly net redemptions from money market funds totaled $18.4 billion during the month of June.

Findings from a Natixis survey suggest many investors have expectations that “don’t reflect a full understanding of the risks of index funds versus the benefits.”

Despite warnings from service providers and even current retirees, Americans still significantly overestimate the number of years they’ll be able to hang around in the workplace. 

Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.  

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

Investors’ search for low-cost and passively managed funds is a primary reason.

Plan sponsors are coming to appreciate that a smaller investment menu does not necessarily imply a less sophisticated menu. 

Fidelity is launching three new low-cost index funds. 

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

The firm will compensate certain clients for a proxy voting error the firm made in connection with the leveraged buyout of Dell, Inc. in 2013.