The Markets

Plan sponsors face an “equity dilemma” of ensuring participants have adequate retirement savings while protecting them from volatility.

Last year was good for target-date funds (TDFs), according to Morningstar.

Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.

Active investors may find themselves frustrated by the small number of diversification opportunities in their employer-sponsored retirement plans.

Daily transfer volume was above average among defined contribution (DC) plan participants in December, according to the Aon Hewitt 401(k) Index.

In 2012, mutual fund managers small and large saw substantial net inflows to their bond and stock funds.

Morningstar Inc. reported estimated U.S. mutual fund asset flows through December 2012.

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

This month, many people will vow to make resolutions for their physical health—but what about their financial health?

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

Investors should remain defensive in 2013 but at the same time not be averse to taking on some risk, according to a Prudential expert.

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

The City of Seattle is moving to divest from fossil fuels following a roundtable discussion with environmental activist and 350.org founder Bill McKibben.  

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

Outflows from U.S. stock funds may surpass 2008’s record of $96.7 billion, according to Morningstar Inc.

Money-market funds saw their highest monthly net inflows—$72 billion—since December 2008, according to Strategic Insight.

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

On a basic level, defined benefit (DB) pension plan funded status is the ratio of assets to liabilities.

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

Nearly three-quarters of advisers use alternatives, but many would still like deeper knowledge about them.