Northern Trust survey finds investment managers are also more positive about other key economic measures.
Global listed securities offer institutional investors attractive yield and inflation-protection characteristics.
As defined contribution (DC) plans evolve as the primary retirement vehicle for many people, plan sponsors pursuing diversification are taking a page from the playbook of defined benefit (DB) plans.
Northern Trustâ€™s Capital Market Assumptions working group releases its perspective on risk-return assumptions for key asset classes.
Indexing strategies can prove an attractive alternative to direct investments in Chinese equities.
More than halfway through 2012, investors and institutions are still waiting on final details of many global regulatory efforts.
Northern Trustâ€™s Michael DeJuan explains how innovations have advanced portfolio construction techniques in response to a changing market environment.
Investor awareness of bigger picture can enhance the likelihood of reaching investment goals and objectives.
With the growing popularity of target retirement date funds, plan sponsors must consider the underlying methodology evaluating alternatives.
Customized beta gains attention as institutional investors shift focus to fund objectives rather than relative performance.
Northern Trust research reveals the need for DC plan sponsors to develop strategies for boosting meaningful participation among workers under 35.
Investors searching for ways to boost low yields may want to consider moving out along the yield curve through an ultra-short cash strategy.
While history shows deflationary periods are infrequent and relatively short in duration, the inevitable return of inflation is a longer-term challenge for investors.
A tough fund-raising environment often results in a flight to quality. With the benefit of sound investment advice, investors can seize the opportunities this represents.
As employees become more engaged in their retirement planning, they will require more help and information from plan sponsors.
U.S. and European regulators seek balance between limiting systemic risks and stifling financial markets.
A year after the Dodd-Frank Act was signed into law, regulatory reforms envisioned by the Act are still being defined and negotiated, and many provisions affecting institutional investors are still in the works.
Less customization and higher collateral and margin expenses are likely, but central counterparty clearing would mitigate default risks.
The European Unionâ€™s updated Undertakings for Collective Investment in Transferable Securities (â€śUCITSâ€ť) could lead to lower costs while bringing more transparent corporate governance and user-friendly client communication.
Examples of how investors are increasingly choosing a mix of both active and passive managers to get the best of both worlds.
Northern Trust's institutional client conference offers insights and advice for achieving success in the post-crisis environment.
Jim Danaher, senior investment product manager in the DC Solutions Group at Northern Trust, discusses the Security and Exchange Commissionâ€™s proposed rule amendments regarding target date fund communications.
Point of View's recent survey on retirement income strategies reveals that plan sponsors don't believe their DC plans are adequately structured to address retirement asset distribution.
The majority of institutional investors donâ€™t take advantage of international investment opportunities.
Managers see housing market rebound, less downside risk in GDP growth.
Northern Trust's Capital Market Assumptions working group releases risk-return assumptions for key asset classes.
Listed infrastructure may offer attractive cash flows, inflation protection, dividend yields.
Northern Trust paper explains how investors can potentially improve returns while still seeking to preserve principal, even in a rising interest rate environment.
Northern Trust research identifies ways to overcome the limitations of traditional low volatility portfolios.
Northern Trust white paper explains the benefits of the asset class, including attractive yields and absolute returns as well as appealing diversification and risk characteristics.
Northern Trust Chief Investment Strategist Jim McDonald sees the markets in 2012 engaged in a “tug of war” between improving growth in the United States and emerging.
Northern Trust paper explains why investors arenâ€™t always compensated for the risk in small-cap stock portfolios, and what they can do about it.
The Northern Trust Investment Manager Survey reveals increasing risk aversion among managers and concern about higher volatility through the remainder of 2011.
Listen to the entire discussion between Northern Trustâ€™s Jim Danaher and Pew Researchâ€™s Richard Fry on the financial challenges and encouraging signs for younger adults.
Boston Collegeâ€™s Alicia Munnell and Northern Trustâ€™s Jim Danaher on the effectiveness of defined contribution plans as retirement savings vehicles.
In this two-part audio podcast, Susan Czochara of Northern Trustâ€™s DC Solutions Group speaks with Professor Jeffrey Brown about public policy, plan sponsor behavior and innovations in DC plans.
Listen now to Retirement Income Vehicles (To download, right click on the link and select "Save As.")
Northern Trust’s DC Solutions Group offers insight into how efforts by plan sponsors helps increase participant’s retirement savings.
In this ongoing video series Jim Danaher and Susan Czochara, Senior Product Specialists, DC Solutions Group, discuss DC plans, and investment, market and regulatory influences.
Each month, Jim McDonald, chief investment strategist for Northern Trust, discusses how recent market events might impact investment allocation decisions in this ongoing video series.
In this podcast with Colin Robertson, managing director of fixed income for Northern Trust, you can gain insights into how liquidity, volatility and government actions are impacting the credit markets and the economy.
In this ongoing series, Pensions Insights magazine interviews experts within Northern Trust's Retirement Solutions Practice about issues facing retirement plans.
Jim Danaher of Northern Trust's DC Solutions Group explains how defined contribution plan sponsors can influence participant behavior.
Susan Czochara of Northern Trust's DC Solutions Group discusses the importance of glidepath construction in assessing target date funds.