Tag: Investment Managers

The recent evolution of target-date funds (TDFs), like other investing programs popular with qualified retirement plan investors, has been a story of falling fees.

Does choosing only low-cost, passive investments for retirement plan fund menus optimize the outcomes for participants?

Janus Capital Group Inc. has agreed to acquire VS Holdings Inc., the parent company of institutionally-focused exchange-traded fund (ETF) provider VelocityShares LLC.

Advisers controlled 28% of all defined contribution (DC) retirement plan assets at year-end 2013, according to research from global analytics firm Cerulli Associates.

Plan sponsors should not be upset by outflows from the Total Return Fund and the abrupt departure of Bill Gross, PIMCO’s lead portfolio manager, sources say.

Chris Simmons, Kamila Kowalke and Robert Stapleton have joined the U.S. team of BMO Global Asset Management.

A new study finds many U.S. employers are replacing single, stand-alone investment options with multi-manager, “white-labeled” choices that can be easier for participants to use and understand.

TIAA-CREF launched the TIAA-CREF Lifecycle 2060 and Lifecycle Index 2060 Funds, as well as the TIAA-CREF Emerging Markets Debt Fund.

Retirement savers are often presented with a simple message on portfolio allocations: rebalance regularly. But one investment provider wants you to think deeply about rebalancing.

Bill Gross, PIMCO’s founder and CIO, caused serious waves in the investment industry when he announced his decision to join Janus Capital Group.

A recent survey of investment consultants, conducted by Cerulli Associates, shows that they are actively increasing U.S. institutional investors’ level of exposure to alternative assets.

Investment management firm AllianceBernstein L.P. announced three new hires to its defined contribution team.

Jeffrey McGrath was promoted to director of the investment resource group at Securian Financial Services Inc., the Securian Financial Group broker/dealer.

The role of financial advisers in the portfolio construction and management process is a topic of ongoing debate, says financial research firm Cerulli Associates.

BlackRock shuttered several funds in its exchange-traded fund (ETF) line, including 10 target-date ETFs.

Retirement plan participants and other long-term investors should favor low-volatility stocks over riskier equities, according to a new analysis from Research Affiliates LLC.

The Guardian Insurance & Annuity Company, Inc. (GIAC) added 21 investment options to The Guardian Choice and The Guardian Advantage group retirement plan products.

Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.

John Krieg has been appointed global head of institutional distribution at Northern Trust Asset Management.