Tag: Mutual funds

“We recommend that plan sponsors consider these investment ‘ideas’ in the context of their overall plan objectives and constrains and under the advice of their investment consultant or...

New data from Strategic Insight shows long-term mutual funds and ETFs attracted $158 billion of net new investment in 2015, despite $40 billion of outflows in December. 

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

John Hollyer with Vanguard sees the SEC’s new efforts having a minimal effect on retirement plan investors.

New research from Strategic Insight shows net redemptions from long-term mutual funds and exchange-traded products totaled $4.8 billion in November. 

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

A new ICI study finds nearly one in three Millennial households owns mutual funds.

The demand for low fees will continue to cut into actively managed funds in portfolios.

Investor demand for international equity offerings tumbled again, attracting just $3.8 billion in September, according to Strategic Insight.

GIC/stable value, money market and bond funds again saw the most inflows over the month.

Three factors are critical in selecting retirement investments.

Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...

This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...

A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan market. 

This week’s investment product launches include an expanded fund lineup from Guardian Retirement Solutions and a multi-asset growth fund from Oppenheimer. 

401(k) participants invested in equity mutual funds pay less than half the amount of expenses for a retail investor.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.

R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.