Investing

What would encourage more ESG offerings in retirement plans?

For the year ended September 30, they are up 6.90%, according to the Wilshire Trust Universe Comparison Service.

BNY Mellon says higher allocations to U.S. equity drove outperformance as U.S. fixed income sustained its streak as the lowest performing asset class.

Fifty-five percent of U.S. investors have their global equity allocation in active, alpha-seeking strategies, and the planned allocation to these strategies in three years is 61%, research found.

After several weeks of relatively large price swings for major equity market indices, 401(k) trading activity jumped on Monday, October 29.

J.P. Morgan anticipates labor supply constraints in developed countries starting in the next decade; while global growth expectations are modestly good, the firm urges policymakers to consider the...

Corporate ERISA plans, at 1.9%, trailed behind other institutional investors due to their allocation towards longer duration fixed income. Despite this lag, Northern Trust overall marks the performances...

Continuing a trend that began in 2012, criteria related to climate change and carbon emissions remained the most important environmental issue for U.S. institutional investors.

A retirement plan’s default investment could have drawbacks for some employees.

ICI created a prototype of a recommended summary shareholder report, tested it, and found the majority of investors agreed that the more concise document made it easier to...

Faced with “growing obsolescence risk,” PGIM says there are two concrete steps that institutional asset owners should consider.

It posted gains of 2.04% in the third quarter.

A new white paper offers a few important warnings for institutions thinking about using ETFs and trying to understand ETF liquidity relative to other investment vehicles.

A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha and risk mitigation, and more institutional investors overall...

J.P. Morgan Asset Management says they reduce volatility and increase returns.

Forty-three percent incorporate ESG factors, up from 22% in 2013.

Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet the needs of their customers in a sustainable...

A Charles Schwab self-directed brokerage account (SDBA) report found that Gen Xers and Baby Boomers allocated less to their exchange-traded funds (ETFs) than the younger age group.