The Markets

“Despite a growing emphasis on de-risking among large institutional asset owners, the need to generate returns and meet future funding targets remains paramount,” says John McDonough, head of...

The proposal is intended to help investors better understand these contracts' features, fees and risks, and to more easily find the information needed to make an informed investment decision.

Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for...

If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will...

Public Funds and Foundations & Endowments each had median returns of 2.4% in the third quarter, with Corporate ERISA plans following at 1.9%, according to Northern Trust. 

Continuing a trend that began in 2012, ESG criteria related to climate change and carbon emissions remained the most important environmental issue for institutions surveyed by U.S. SIF.

The retirement plan sponsor’s choice of a default investment should not reflect the full distribution of employee investor types, but rather those who would select it, a research...

A test of the summary report found more than 90% of mutual fund investors agreed it was enough to help them stay informed and was a document they...

While it took on average 121 years for countries to adopt steam and motor ships after they were first invented, it took only 16 years for personal computers...

Leading distributors are consolidating assets, and new groups are growing in influence.

Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey.

Year-to-date, the index is up 0.92%.

A new white paper published by Risk.net maps out the growing volume of institutional exchange-traded fund usage and encourages institutions to take a more sophisticated approach measuring liquidity.

The percentage of U.S. institutional investors that reject ESG outright shrank dramatically year over year, from 51% to 34%, according to RBC Global Asset Management’s third annual Responsible...

The effects are a dampening of volatility and better returns.

Among foundations, that is 64%, according to a Callan report.

“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a...

A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their...