Tag: Lifestyle funds

Somewhere in the course of your professional life, you have no doubt heard (or used) the expression about what happens when you assume1.

Fidelity Investments is increasing the international equity exposure and adding Treasury Inflation-Protected Securities to its lifecycle funds.

Forty-two percent of corporate finance executives said they are very likely to limit high-risk investments for their defined contribution plans, according to a poll by CFO Research Services...

When it comes to employee benefit plans, there’s a new sheriff in town. 

In a move the firm said will “better position investors to realize their retirement savings goals,” the JPMorgan SmartRetirement Fund expense caps have been lowered.

As a kid, I remember sitting in church listening to a sermon about what I have since come to know as the “parable of the talents,”...

Asset International, Inc. (‘AI’) has agreed to acquire Strategic Insight (“SI”), a research and technology firm serving the investment management industry.  

Morningstar, Inc. has launched a family of asset allocation indexes, designed to benchmark target-date and target-risk investment products.

Invesco's Global Asset Allocation Group has unveiled Premia Plus, a risk premium capture strategy.

INTECH Investment Management LLC has announced the formal launch of its Market Neutral strategy.