Research Archives - Page 2 of 6 - Retirement Income Journal

Where investors put their money in February: Morningstar

By Editorial Staff Thu, Mar 18, 2021

ETFs collected roughly $92 billion, driven by a move into passive equity funds, while open-end mutual funds took in $53 billion, led by flows into actively managed fixed-income strategies,...

Published March 18, 2021

Comfort with CITs has grown: Cerulli

By Editorial Staff Tue, Mar 2, 2021

Driven by plan sponsors’ pursuit of lower-cost alternatives, CITs have captured marketshare from mutual funds, says the latest issue of The Cerulli Edge--US Monthly Product Trends report.

Published March 4, 2021

‘COVID-19 is not a retirement story’: CRR

By Editorial Staff Thu, Feb 25, 2021

'A hot topic these days is how COVID-19 and the ensuing recession have affected retirement. The surprising answer may be: Not very much,' write Alicia Munnell and Anqi Chen...

Published February 25, 2021

Beware the ‘Specialized’ ETFs

By Kerry Pechter

In this month's Research Roundup, RIJ shares four recent academic papers on the proliferation of ETFs, the danger (or not) of national debt, rational inflation expectations, and the impact...

Published February 25, 2021

Fear of longevity: A victim of COVID-19?

By Editorial Staff Thu, Feb 18, 2021

The percentage of consumers surveyed who rated lifetime income as highly valuable fell to 63% from 71% between February and August 2020, according to a recent CANNEX-Greenwald Research survey.

Published February 18, 2021

How to Solve the World’s Retirement Crisis

By Kerry Pechter Thu, Jan 28, 2021

Retrofitting 401(k) plans with lifetime income options is one of the thorniest challenges of our time. We describe three possible solutions to that puzzle, from Nobelist Robert Merton and...

Published January 28, 2021

Take ‘AIM’ at Retirement Income Goals

By Bruno Caron Tue, Dec 1, 2020

In this excerpt from his new book, 'Lifetime Income to Retire with Strength,' AM Best actuary Bruno Caron presents an example of his 'AIM' retirement income planning method. He...

Published December 3, 2020

Election’s Impact on Financial Services Industry: Aite Group

By The Aite Group Thu, Nov 12, 2020

A team of analysts at the Aite Group offers tentative forecasts of the incoming Biden administration's impact on the regulation of the financial services industry in the US. The...

Published November 12, 2020

Pace of portfolio construction outsourcing will slow: Cerulli

By Editorial Staff Sat, Oct 10, 2020

In times of uncertainty, more advisers prefer to retain control over investment decisions rather than follow outsourced or company-mandated portfolio adjustments, the research firm said in a new report....

Published October 15, 2020

The top 1%’s share of U.S income (and more)

By Editorial Staff Wed, Oct 7, 2020

The latest crop of research includes a CBO report on U.S. income distribution, a look at the low usage of reverse mortgages, a study of the effect of accumulation...

Published October 8, 2020

A Closer Look at CLOs (and Other U.S. Credit)

By Kerry Pechter Tue, Oct 6, 2020

Bond mavens, check this out. A new SEC report describes how most of the $54-trillion dollar U.S. credit market survived last spring's financial crisis. It covers securitized 'leveraged loans,'...

Published October 8, 2020

Who Rules the Top 1%?

By Editorial Staff Thu, Sep 17, 2020

Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of...

Published September 17, 2020

COVID-19 Will Cause a Drop in AUM: Cerulli

By Editorial Staff Thu, Aug 6, 2020

'Around the world, investments into private markets slowed in the first half of 2020, with only US$433.7 billion of capital raised,' said an analyst at the global analytics and...

Published August 6, 2020

Virus and low-rates cut deep into Q2 annuity sales: LIMRA SRI

By Editorial Staff Thu, Jul 30, 2020

'We believe investors will hold off purchasing income annuity products, hoping interest rates rebound over the next 6–12 months,' said Todd Giesing, senior annuity researcher at LIMRA SRI.

Published July 30, 2020

Demand for income-generating products is underestimated: CANNEX

By Editorial Staff Thu, Jun 11, 2020

Only one in seven advisors believes the average client is very interested in an income-generating product, but 42% of consumers say they are (or already own one), according to...

Published June 11, 2020

CBO: Crisis will cost US economy $15.7tr over 10 years

By Editorial Staff Wed, Jun 3, 2020

The Congressional Budget Office projects that from 2020 to 2030, cumulative nominal GDP will be $15.7 trillion (5.3%) less than the CBO projected in January.

Published June 4, 2020

Research Roundup

By Kerry Pechter Thu, May 21, 2020

For weeks, interesting studies have been gushing from the National Bureau of Economic Research and elsewhere on the economic implications of COVID-19. We've selected and summarized seven of them...

Published May 21, 2020

Advisers feel confidence and caution, survey shows

By Editorial Staff Thu, Apr 30, 2020

While most advisers say that social-distancing hasn't hampered their ability to serve clients, 'they acknowledge a negative impact on revenues and profitability,' according to a new report from Practical...

Published April 30, 2020

Portfolio Rebound: How Long Should It Take?

By Jim Otar Wed, Apr 22, 2020

Using his proprietary 'aftcasting' technique instead of Monte Carlo simulations, the author shows how long it will probably take different portfolios to recover after a negative market shock.

Published April 23, 2020

Investors flee to bonds: Morningstar

By Editorial Staff Thu, Mar 26, 2020

'As evidence of investors' lack of enthusiasm for U.S. equities, a record $27.8 billion flowed out of the SPDR S&P 500 ETF,' the fund research firm reported.

Published March 26, 2020

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