Tag: Performance

The funded status of the typical U.S. corporate pension plan in August rose 1.8 percentage points to 73.2%–up from July’s record lows, BNY Mellon found.

An alpha-generating investment process that draws on the global dividend-paying universe was developed by Acadian Asset Management LLC.

Arnerich Massena has published a white paper, “A Field Guide to Exchange-Traded Products.”

Morningstar Inc. launched Morningstar Markets Commodities Edition, a platform for trading desks and risk managers with real-time and historical commodity and energy market data.

As investors struggle with low interest rates, some are looking for strategies to achieve high-yield corporate credit returns without the volatility associated with the asset class.  

One in three investors said they are less willing to take on risk, and many regret pre-recession financial decisions, a TD Ameritrade Investor poll found.

The Russell Multi-Strategy Alternative Fund and the Russell U.S. Strategic Equity Fund were introduced by Russell Investments. 

Other factors are more important to defined contribution (DC) plan success than fund performance, according to research from Putnam Institute.

The median return of BNY Mellon’s U.S. Master Trust Universe was -1.47% for the second quarter, driving down performance for the typical fund to 5.65% year over year.

Proprietary environmental, social and governance (ESG) ratings from Mercer will be included in client reports related to manager searches and performance.  

Financial advisers are more likely to recommend emerging markets and dividend-producing equities, given the current low-yield environment, a survey found.

U.S. exchange-traded funds (ETFs) enjoyed $16 billion in net inflows in June, their best month since February’s $15 billion in net inflows.

Michael Hull and Patrick Hull have launched bluepoint Investment Counsel LLC.

Investor confidence softened somewhat in the second quarter, according to the Investor Sentiment Index, released Monday by John Hancock Financial Services.  

Russell Investments released its newly reconstituted Global Indexes following its annual index reconstitution late last week, benchmarking about $3.9 trillion in assets.   

Morningstar Inc. released Morningstar Analyst Ratings and Global Fund Reports for approximately 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets.  

Younger, less-educated and lower-paid employees are more likely to choose the investment provider that offers face-to-face financial advice, a survey found.

Two fixed-income SPDR exchange-traded funds (ETFs) from State Street Global Advisors began trading on the NYSE Arca.

April was the first month this year that the net direction of 401(k) participant transfers moved back toward fixed income.

Long-term mutual funds recorded their smallest monthly intake year to date in May, with $14.1 billion in new assets.