Tag: Performance

Fidelity Investments is closing Fidelity Small Cap Discovery Fund (FSCRX) to new accounts.

New research indicates that employers who contribute matching contributions to their defined contribution (DC) plans may not be funding retirement for all participants.

Oppenheimer rolled out a fund, the Oppenheimer Diversified Alternatives fund, focused on nontraditional growth and income.

Despite worries over budget gridlock and the impending deadline of the fiscal cliff, institutional investment managers surveyed were mostly staying the course.

U.S. exchange-traded fund (ETF) assets increased by $292.7 billion or 28% in 2012.

Managed volatility investment strategies are emerging as a solution for investors looking to protect against future stock market losses, Strategic Insight’s research found.

When making changes to a 401(k) plan’s investment lineup, administrators chase returns and do not end up improving investment performance, research suggests.

Cautious optimism was the watchword for the 2013 economic outlook, according to Bob Doll, chief equity strategist of Nuveen Asset Management.

Pioneer Investments launched a low-cost share class designed for inclusion in certain qualified defined contribution (DC) retirement plans.

Prudential Retirement added American Century Investments’ line-up of target-date funds to its guaranteed income solution for defined contribution (DC) plans.

A new blog shines a light on the weekly strategy meetings of J.P. Morgan Asset Management’s global fixed-income, currency and commodity group.

 Europe, China and the U.S. must overcome hurdles to keep the global economic recovery intact.  

The 2012 “risk bullies” caused investors to leave equity funds, creating double trouble.

Putnam Investments unveiled a dedicated defined contribution investment only (DCIO) website for consultants, recordkeeping firms and investment research professionals.

Average daily transfer volume among defined contribution (DC) plan participants during November was at the highest level since August 2011.

Research suggests investors’ perceptions of the stock market affect whether they are invested for optimal retirement savings.

The current focus on retirement plan costs to participants provides a growth opportunity for the use of institutional investment products in defined contribution plans.

During the third quarter, Callan DC Index balances improved by more than 4%, mostly because of market appreciation.

The RBC BlueBay Absolute Return Fund, a specialty fixed-income mutual fund for U.S. investors, was launched by RBC Global Asset Management Inc.   

The continued volatility of global financial markets has identified weaknesses in investment portfolios, causing institutional investors to reconsider asset-allocation strategies.