Investing
International Equities Continue to Win over Domestic Equities
November 19, 2009 (PLANSPONSOR.com) - For the third consecutive month, investors deposited a $40 billion-plus amount into bond funds, bringing year-to-date bond fund flow volumes to an enormous...
ETF October Flows Driven by Inflation, Weak Dollar Fears
November 12, 2009 (PLANSPONSOR.com) – Investor inflation and weak dollar concerns that affected September ETF flows were prevalent once again in October, according to Morningstar.
Mutual Fund Outflows from Equities Going to Fixed Income
November 12, 2009 (PLANSPONSOR.com) – A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity...
October Sees $4B Drop in Pension Funding Status
November 10, 2009 (PLANSPONSOR.com) – Pensions experienced asset decreases of $7 billion and liability decreases of roughly $3 billion in October, resulting in a $4-billion decrease in...
ETFs See October Swoon
November 10, 2009 (PLANSPONSOR.com) – The latest ETF data from State Street Global Advisors (SSgA) shows that industry-wide total assets were down $5.3 billion, or 0.08%, to...
Value Trumps Growth in Q3
November 9, 2009 (PLANSPONSOR.com) – A Mercer study found value funds outperformed growth funds in the third quarter, as the median large cap value fund posted a...
Larger Plans Saw Brighter Q309
November 9, 2009 (PLANSPONSOR.com) – Master trusts with assets greater than $5 billion and public funds with more than $5 billion both saw median returns of 11.88%...
Rebound Continues in Q3 for BNY Mellon Master Trust Universe
November 9, 2009 (PLANSPONSOR.com) - The median plan in the BNY Mellon U.S. Master Trust Universe posted an 11.30% return for the third quarter of 2009...
401(k) October Asset Flows Equal to Equities, Fixed Income
November 9, 2009 (PLANSPONSOR.com) – Retirement plan investors seemed of two minds in October with asset transfers out of 401(k) plans showing equal numbers favoring equities as...