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Investment Management

BY Ted Godbout | 8/13/2019
Beachgoers weren’t the only ones taking some time off in July, as 401(k) trading activity among 401(k) plan participants logged only one above-normal day, according to the Alight Solutions 401(k)... Read More
BY Ted Godbout | 7/31/2019
In a mid-year update on his 10 economic predictions for 2019, Robert Doll, Nuveen’s Chief Equity Strategist & Senior Portfolio Manager, observes that, while it is still early, most of his... Read More
BY Ted Godbout | 5/17/2019
Demand for environmental, social and governance (ESG) strategies is strong among investors and research supports the case for integrating ESG factors into the defined contribution investment decision... Read More
BY Ted Godbout | 4/9/2019
While investors have been confronted with a range of contradictions, Bob Doll, Senior Portfolio Manager & Chief Equity Strategist with Nuveen Asset Management, told attendees at an April 8... Read More
BY Ted Godbout | 1/17/2019
John Bogle, founder of The Vanguard Group, died Jan. 16, the firm announced. He was 89.Bogle is best known for his introduction of the first index mutual fund for investors and then standing behind... Read More
BY Ted Godbout | 12/6/2018
Institutional investors predict that recent volatility will continue into next year and the long-running U.S. bull market will finally end, if it hasn’t already, but will that affect their investment... Read More
BY Jerry Bramlett | 7/12/2018
Should DC asset allocation programs (e.g., target-date funds, managed accounts) be all about maximizing performance, or should the focus be on increasing the certainty (and protection) of a steady... Read More
BY Ted Godbout | 5/23/2018
New survey results reveal that few financial advisers believe investors are ready for a return to more normal market ebbs and flows, with many believing investors will make what FAs foresee as their... Read More
BY Ted Godbout | 4/10/2018
Recent market volatility and doubts about how long the bull market will last have increased demand for alternative investments strategies, according to a recent survey of institutional investors.... Read More
BY NAPA Net Staff | 2/8/2018
News of the stock market tumble has triggered a big bump in participant trading – and almost exclusively from equities to fixed income.The Alight Solutions 401(k) Index™ shows that 401(k) trading... Read More
BY Ted Godbout | 1/24/2018
Baby Boomers apparently lag behind their children and elders when it comes to investing in exchange traded funds, according to new survey results of individual investors.The BlackRock ETF Pulse... Read More
BY Ted Godbout | 12/12/2017
Despite being wary of fragile market conditions, rising interest rates and the growing popularity of passive investments, new research shows that institutional investors plan to make only modest... Read More
BY NAPA Net Staff | 12/6/2017
President Trump is tweeting about 401(k)s again – this time as proof of an economic surge.Over the weekend, the president hit a remarkable number of points in a Twitter post  (but then, they’ve... Read More
BY Steff Chalk | 8/31/2017
Uncertainty continues to brew in the land of the qualified retirement plan, as plan advisors weigh their options and consider changing to a new business model — all thanks to the shifting timelines... Read More
BY NAPA Net Staff | 7/25/2017
At the beginning of the year, Nuveen’s Bob Doll labeled 2017 as a “Year of Transition.” Halfway through the year, he updates his Top 10 list of economic indicators.In his mid-year update, Doll noted... Read More
BY NAPA Net Staff | 3/28/2017
Bill Gross and Pacific Investment Management Co. (PIMCO) have come to terms in a breach-of-contract suit the money manager filed in 2015, a year after Gross was ousted from the firm he co-founded.... Read More
BY John Ortman | 3/21/2017
Claus te Wildt and Stephanie Link, two of today's top investment analysts, shared their takes on key trends, indicators and what the future may hold for the U.S. economy at a March 20 “super session... Read More
BY NAPA Net Staff | 2/9/2017
What you might think of as socially responsive investing (SRI) or taking into account environmental, social and governance (ESG) factors has come to be known as “impact investing.” And a new report... Read More
BY Nevin E. Adams, JD | 1/6/2017
A year ago, Nuveen’s Bob Doll predicted the GOP’s retention of the House and Senate and its capture of the White House. What does he see for the coming year?Here are his 10 predictions for 2017: 1. U... Read More
BY Nevin E. Adams, JD | 12/22/2016
Groom Law says the strong push in international bodies such as the European Commission and OECD to encourage pensions to take into account environmental, social, ethical and governance (ESG) factors... Read More
BY NAPA Net Staff | 12/1/2016
Institutional investors are anticipating some significant asset allocation changes over the next two years, according to a new report.However, many institutional investors in the U.S. are, on a... Read More
BY NAPA Net Staff | 11/2/2016
It has become almost an accepted wisdom that DC investors should have significant exposure to equities up to and (often) through retirement. But is it really necessary to place retirement savings at... Read More
BY Nevin E. Adams, JD | 10/18/2016
When it comes to retirement, Americans seem to be a pretty insecure bunch. But then maybe it’s because they don’t know all the things they need to know. This, of course, is National Retirement... Read More
BY NAPA Net Staff | 9/8/2016
It hardly seems we need another reminder that Americans aren’t as financially literate – or prepared – as we might hope. But how would you do on a financial literacy test?FINRA’s National Financial... Read More
BY NAPA Net Staff | 7/27/2016
Though the headlines are full of robo-advisor launches, acquisitions and forecasts, these automated advice services have not yet made it onto the radar screen of most U.S. investors, according to a... Read More