Investments Archives | Page 5 of 125

Products | February 2nd, 2018

Nasdaq Shifts Endowment Index Allocations

Ahead of small adjustments being made for 2018, the Endowment Index gained 17.61% for the calendar year ended December 31, 2017.

Compliance | January 26th, 2018

Dismissal of Capital Group Self-Dealing ERISA Challenge Offers Fiduciary Insight

With the new opinion, the district court seeks to make clear where the line is when it comes to pleading...

Investing | January 25th, 2018

With Sustainable Investing Pledge, Voya Joins Industry ESG Debate

Voya Investment Management has pledged to adopt six basic principles to promote and support the use of environmental, social and...

Products | January 25th, 2018

PlanVisualizer Design Support Tool Launched by Empower Retirement

Empower’s PlanVisualizer aims to create a holistic view of a client’s retirement plan in its current state, along with the...

Compliance | January 24th, 2018

Ruling in Charles Schwab Self-Dealing Suit Suggests Limits of Arbitration Agreements

For one thing, a federal court judge found the defendants provide no authority supporting their contention that a plan document...

Investing | January 23rd, 2018

Vanguard and Fidelity Fee Arrangement Shifts, Reflecting Industry Trends

Fidelity confirms that it will soon begin charging a 0.05% fee on assets invested through its platform into Vanguard products.

Investing | January 22nd, 2018

TDFs Have Improved Participant Diversification

About a third of participants across Millennials, Generation X, and Baby Boomers who self-manage the investment of their plan accounts...

Investing | January 22nd, 2018

Greater Use of Passive Funds Built Directly on TDF Popularity

Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity...

Data and Research | January 19th, 2018

Unbundled Plans Gained Significant Ground in 2017

Today, just 8.8% of “mega plans” with assets greater than $1 billion utilize a fully bundled structure.

Participants | January 18th, 2018

Participants Made Record-Low Number of Trades in 2017

Part of the very light trading activity can be explained by the prevalence of target-date funds, the largest asset class in...

Investing | January 18th, 2018

NYC Pension Fossil Fuel Divestment Sparks ‘Modern ESG’ Investing Debate

ACCF agrees theoretically with the possibility that environmental and social factors are materially important to institutional investments, instead accusing New...

Investing | January 10th, 2018

Economies of Scale Strongly Benefit the Largest Plans

Institutional investors with less than $1 billion in assets paid 65% more for investment management than medium-size funds ($1 billion...

Investing | January 9th, 2018

SEC Fixed Income Liquidity Committee Sets First Meeting

The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional...

Investing | January 8th, 2018

J.P. Morgan Warns Long-Term Investment Outlook Is Muted

“Saving more is the most obvious and effective way to improve retirement outcomes," J.P. Morgan experts say.

Compliance | January 8th, 2018

Retirement Funds Among Targets of Securities Fraud

Brokers serving retirement plans and other institutional investors were accused of routing orders for equities to an offshore affiliate in...

Investing | January 4th, 2018

The Old Equity Bull Market Charges Into 2018

“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning...

Investing | January 3rd, 2018

Inflation and the Fixed-Income Outlook for 2018

Recent discussion among Federal Reserve Board members has brought into question the transitory nature of the current lower level of...

Investing | January 3rd, 2018

Technology Updates Past Due for Mutual Fund Disclosures

“Investors could benefit enormously from a compact and timely disclosure document that they actually look at and understand,” said SEC...

Investing | December 29th, 2017

Steady Fixed-Income Outlook for 2018

With a new Fed chair and expectations for rising rates, 2018 will be a year to focus on fixed income...

Data and Research | December 19th, 2017

TDFs Evolve Alongside Participant Preferences

The 2017 Participant Survey from Northern Trust Asset Management also shows today's workers are looking more at outcomes to measure...

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