Investing

Based on the ERISApedia.com Market-Based Portfolio Model, the optimal number of investment categories is between 12 and 20.

Among other things, the consulting firm says investment committees should have stated goals, and retirement plan investment lineups should meet the needs of different types of investors.

The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy” or who “otherwise incorporate alternative investments within a...

High trading activity days were concentrated around the beginning and end of the year—with trades moving in similar volumes in opposite directions.

Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they are unwilling or unable to withstand significant volatility.

While they expect ongoing stock market frothiness in 2019, leading money managers point to the absence of the typical signs of the end of a business cycle.

One of the toughest challenges facing plan sponsors is broadening the perspective of participants to look beyond what has happened in the markets in the last week or...

Continued net flows out of the DC system, driven by Baby Boomer retirements, could cause more provider consolidation and redoubling of efforts by recordkeepers to keep assets in...

Charles Schwab’s 2019 forecast does not suggest long-term investors should rotate their portfolios away from risky assets, but investors should be more thoughtful about the growth assets they...

Asked about what Putnam has seen develop this year in terms of environmental, social and governance investing programs, and about how “ESG” fits into the discussion of active...

Most 401(k) trading in the month favored fixed income investments.

The top economists at J.P. Morgan Asset Management and Vanguard remind investors that volatility is normal, and that long-term thinking is a solution to short-term stress about equity...

They also expect the bull market will end in the coming year.

Among participants using an adviser on their self-directed brokerage account in Q3, 45% were Baby Boomers, similar to Gen X; just 8.5% were Millennials, according to Charles Schwab.

By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company Institute data shows.

According to a nationwide survey from Schwab Stock Plan Services, equity compensation accounts on average for nearly 30% of employees’ net worth, and almost three-quarters of employees surveyed...

Experts at the Best of PSNC 2018 event in Boston reviewed plan sponsors’ use of different fund types and fee structures, offering up tips for better analysis of...

And a majority, 65%, say it is tougher now to get ahead financially than it was before the financial crisis, Natixis found in a survey.

They are focused on reducing risk, which Connecticut State Treasurer Denise L. Nappier says is a priority for institutional investors who have a fiduciary obligation to invest pension...