Tag: Markets

One of the greatest risks for long-term investors in the current market is reinvestment rate risk.

Retail and institutional investors are exhibiting behavior that appears to be at odds with their investment goals, a study found.

Volatility is likely to continue with current market conditions, but investors should keep a long-term outlook.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

Nearly all institutional plans showed positive returns for the third quarter, while 12-month returns hit double digits, Wilshire found.

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.

U.S. corporate pension plan funding decreased in October, erasing September gains.

For the third quarter, the Callan Target Date Index bounced back from a poor second quarter with a return of 4.57%.

Prudential Investments launched the Prudential Short Duration High Yield Income Fund.

 Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.   

Investors added $16.5 billion to long-term open-end funds in September, according to Morningstar Inc.

In September, mutual fund investors continued to seek income and safety in bond funds, which gained another $32 billion for the month.

Transition Boomers—those less than 10 years from retirement—agree that rising health care costs will have the greatest effect on their retirement outlook.

Most advisers believe the American Dream is alive, but that Millennials will have a harder time attaining the economic status of their parents, a study found.

The majority of investors view tail-risk management as an important part of their investment plans, but barriers remain for adopting risk-mitigation strategies.

Many Americans choose to retire when the economic markets are peaking, an action that can cause problems for their long-term financial stability, a researcher found.

Northern Trust added client collateral to the categories managed by its Exposure Analysis tool, to help institutional clients collect complex information at the fund or plan level.

SEI’s Institutional Group released the results of its corporate pension investment mid-year quick poll.

Inflation has remained steady in the U.S. and most developed countries in the aftermath of the economic crisis.