Tag: retirement plan investing

Offered by Alight Solutions, WealthSpark combines highly customized investment portfolios designed by AllianceBernstein (AB) with Personal Capital’s digital wealth management tools.

The airline company offered the AA Credit Union Fund as its capital preservation vehicle, which the plaintiffs in a lawsuit say yielded “tremendously” poor returns.

The report identifies asset managers and several states’ public pension systems as institutions that have all taken action regarding gun manufacturer investments.

A report from Greenwich Associates concludes that a move toward more systematic instrument selection would ultimately enhance fund returns by capturing alpha invisible to the naked eye.

55ip will use Fi360’s Fiduciary Score as a factor in 55ip’s investment strategy engine.

EBRI's longer-term 401(k) account balance statistics offer hope for participants to help them withstand market volatility.

“It’s clear from our research that many retirees may be vulnerable to sudden market corrections and volatility, which can adversely impact savings,” Tina Wilson, head of Investment Solutions Innovation at MassMutual.

The plaintiffs' showing that the CVS retirement plan's stable value fund departed from a study of other stable value funds' investments did not support a plausible claim that such decision-making was imprudent, the appellate court ruled.

AlphaCore Launches Risk Factor Analytics Tool, and Franklin Resources Adds to Fixed Income Team.

That is defined as 50 or fewer holdings, and is believed to have a higher chance than a diversified portfolio of delivering alpha

The SPIVA Scorecard of active fund managers produced by S&P Dow Jones Indices shows long-term underperformance of active managers, but Steve Deschenes, with Capital Group, takes issue with the active versus passive debate.

The court said the plaintiffs claim that Fidelity agreed to overly conservative investment guidelines in a failed effort to lock up all wrap coverage so that its competitors would not be able to obtain such coverage made little sense.

PNC Adopts RiskFirst's PFaroe; EPIC Incorporates StoryLine to Platform; Sterling Capital Adds R6 Share Class for Select Mutual Funds; and more.

According to Willis Towers Watson’s Thinking Ahead Institute’s 2018 Global Pension Assets Study, the institute sees shifts in investment models for retirement plans across the globe.