Target-Date Funds Post ‘Respectable’ Results: Ibbotson
The 12-month and Q2 performance of these funds, on average, is between that of high-flying equities and weakening bond funds, according to the research group.
Morningstar Finds TDF Fees Falling, Assets Growing
Average industry glide paths for target-date funds “should reasonably meet the typical worker's spending needs in retirement,” Morningstar says in a new report.
Bangladesh Factory Collapse Highlights Surprise Risks to International Retailers
A recent Bangladesh factory building collapse and its dreadful human toll revealed that Western retailers are exposed to supply chain risks that perhaps they had not expected: reputation and liability.
Retirement Assets Rise 8% in 2012
Retirement assets reached $19.5 trillion, a 44.4% jump from 2009 recession lows, according to data released Wednesday by the Investment Company Institute.
LPL’s Latest Shot in Tech ‘Arms Race’: Naming Ex-IT Exec to Board
Several experts are wowed by former Xerox CEO Anne Mulcahy’s new role at LPL.
Will Your TDFs Stand Up in an Economic Storm?
A white paper from Old Mutual Asset Management offers low-volatility strategies to help mitigate market risk.
TDFs Lead Growth in Target Portfolios
Growth in target-date funds is expected to increase 21% between the end of 2011 and 2016, a study conducted by BrightScope with Fuse found.
TDFs Popular Among Retirement Plans, but Not as Default
Target-date funds are increasingly more common in defined contribution plans, but few plan sponsors have adopted them as their default investment option for participants, AllianceBernstein found in a survey released Tuesday.
Big Jump in 401(k) Investors Seeking Diversification
One-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.
Highlights of Q1 Target-Date Report
The average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index