Tag: Equities

The financial crisis taught institutional investors many tough lessons, says Alexi Maravel, associate director at Cerulli Associates, including the importance of non-correlated assets in periods of market stress.

The Seeyond Multi-Asset Allocation Fund from Natixis Global Asset Management (NGAM) invests in stocks, bonds and volatility as an asset class.

Nationwide Retirement Solutions has released the Nationwide Diverse Managers Fund.

Long-term funds netted $47 billion in June, increasing the year-to-date inflows to $266 billion, according to Strategic Insight (SI).

Though the United States continues to face macroeconomic challenges, more elements of the economy are contributing to healthier growth, says Bob Doll of Nuveen Asset Management.

Participants of 401(k) plans saw lower expense ratios when investing in long-term mutual funds during 2013, according to a report from the Investment Company Institute (ICI).

“Home country bias” is a diversification problem that is still dogging investors, new research suggests.

Trading activity in defined contribution plans in June continued to be light—marking the second lowest monthly level since Aon Hewitt began tracking participant transfers in 1997.

MFS Investment Management has released the MFS Managed Wealth Fund, a flexible equity fund that seeks to provide capital growth with moderate volatility.

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

The Oppenheimer Emerging Markets Innovators Fund (EMIAX) will be available to retirement plans at the end of June.

The state of the economy can impact the risk tolerance of a portfolio recommended by an adviser, a paper finds. 

Global asset manager Russell Investments announced the annual realignment of its global equity indexes to reflect market changes from the past year.

Retirement plan participants need to look at their investments over a longer time horizon, says a recent paper from Fidelity Investments, especially when they use target-date funds (TDFs).

A recent analysis from Gerstein Fisher challenges the notion that mutual fund managers don't have as much incentive to outperform as peers running other fund types.

Affluent investors surveyed by Legg Mason identified the decisions they made that have had a positive impact on their investment success.

Average investors are showing renewed confidence and have set aggressive investment targets, according to Natixis Global Asset Management, but outlooks for retirement remain depressed.

Aon Hewitt’s 401(k) Index shows April was another light trading month for defined contribution (DC) plan participants.

The funded status of the largest U.S. corporate defined benefit (DB) pension plans decreased in April, shows data from consulting and actuarial firm Milliman Inc.

The 11th U.S. Circuit Court of Appeals used its own case history to dismiss a lawsuit brought by participants in a Delta Air Lines employee stock ownership plan...