A researcher from Arizona State University describes some surprising research findings that show many long-term equity investments fail to outperform short-term Treasuries.
Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.
Experts with the American Academy of Actuaries argue the Annual Funding Notice process required of pension plans under ERISA Section 101(f) is “an example of a good idea gone wrong.”
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near retirees' target-date funds.
Corporate funds saw a quarterly gain of 3.13%, compared to a median return of 2.88% for all plan types, according to the Wilshire TUCS.
With the equity markets riding high, more advisers are contemplating how to secure downside protection for their clients’ portfolios.
Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.
Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes.
Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor’s unique individual goals.
A trio of experts from Manning and Napier examine the “new era of DC plan menu design,” arguing encouraging developments are on the horizon.
Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing active mutual funds.
Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines.
ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.
The underlying lawsuit accused the firm of failing to monitor an affiliate charged with overseeing a stable value fund offered as an investment option in 401(k) plans for which Fidelity was trustee.
About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.
Morningstar found for allocation funds, the do-nothing portfolio, such as TDFs, and investor returns were nearly identical and both were ahead of the average fund.
Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.
Data from Northern Trust shows retirement plan investors have done well in the last year and in the last quarter, in particular, but long-term return assumptions remain muted and investors must take heed.