Tag: Equities

The latest mutual fund flow numbers put out by Strategic Insight show healthy inflows for a variety of bond fund types. 

59% of recently hired 401(k) participants held TDFs, compared with 48% of 401(k) plan participants overall, a study found.

T. Rowe Price has introduced three new equity funds that use a quantitative management style to select the stocks they hold. 

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services. 

John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active Scorecard fund screening tool.

Reflecting the expanding global scope of its asset management business, TIAA is rebranding its investment organization as “TIAA Global Asset Management.”

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.  

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s...

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Findings from a Northern Trust survey show corporate earnings and U.S. economic growth are among the top concerns of global asset managers—but even with emerging volatility managers are...

Pacific Funds has added six new U.S. equity funds to its family of mutual funds.

The economy will keep on muddling through; investors will have to jump some hurdles, but Bob Doll says there is still room for optimism.

It’s more or less common sense that making retirement plan investment menus easier to use will lead to better outcomes, but a new paper strives to more carefully...

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

Though most trading days favored fixed income, large U.S. equity funds received the most inflows.

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

Investors are concerned about global political unrest and macroeconomic challenges, according to Natixis, but they remain optimistic on equities and alternatives.