Tag: Investment analytics

DC Participants Sought More Risk in 2009

Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure to risky assets.

Ridgeworth Investments Offers Mid-Cap Education

RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long time periods.

Investors Don’t Flock to Stocks

Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to their equity positions during the subsequent rebound, according to research by Vanguard.

ETFs Continue Growth in 2009

U.S. exchange-traded funds (ETFs) closed out 2009 with $785 billion in assets, up from roughly $533 billion at the end of 2008, according to Morningstar Fund Flows and Investment Trends.

Global Mutual Funds Make Turnaround in 2009

Equity/mixed, bond, and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight (SI), an Asset International company.

ETFs Didn't Fare Well in January

Following strong inflows in 2009, U.S. exchange-traded-fund (ETF) flows dipped into the red to kick off 2010, with $16.7 billion in net outflows in January, according to estimates from Morningstar, Inc.

ETFs See Losses in January

Exchange-traded-fund (ETF) assets fell by $45.3 billion for the month, or 5.8%, according to State Street Global Advisors January 2010 ETF Snapshot.

A(nother) Sure Thing?

Generally speaking, there’s no such thing as a sure thing – certainly when it comes to investing, and certainly not two years running.

2009 ETF Inflows Top $100B

ETF net inflows surpassed $100 billion during 2009, as investors moved away from large-cap U.S. equities and developed international equities and increased their exposure to ETFs, according to a new report.