Tag: Performance

Anne Ackerley, head of BlackRock’s defined contribution business, sat down last week with PLANADVISER to offer a sneak peek at the DCIO provider’s latest DC Pulse Survey; the...

Highlights from a new Natixis survey suggest reporting challenges continue to rank as top hurdle for institutions implementing ESG programs; this includes the concern that public companies may...

"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders...

Strong stock market gains and a decrease in unemployment boost AICPA’s Personal Financial Satisfaction Index to a record high in the 24 years the trade group has been...

Few retirement plan investors may actually mirror their portfolios to a U.S. total market index—but there are still some important implications to be found in the record-setting performance...

Pension funds have benefitted strongly in the last quarter—and the last several years—from strong stock market performance. 

Public Funds gained 3.6% at the median in the second quarter, slightly ahead of Corporate Employee Retirement Income Security Act (ERISA) plans, at 3.2%, Northern Trust data shows.

The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to...

However, Fidelity Investments found that 25% of investors have switched to more conservative investments since 2007.

Personal Capital’s analysis of investing account fees offers important perspective about the long-term impact of management expenses on wealth generation. 

LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline. 

The firm looks at a plan’s demographics and creates a glidepath that both controls for and seeks out risk.

But among the 58% of these investors who do, expectations run high.

Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with...