Latest Charts

ESG gains traction in exchange-traded products

ESG exchange-traded products gained a lot of traction in 2016, a trend that carried into 2017. During 2016, assets grew by $3.8 billion, including $2.3 billion in net new money. The following year saw assets add another $5.7 billion, despite only $30 million more in net inflows.

DC record-keeper concentration

The top five defined contribution record keepers manage about 40% of all DC plans, or about 277,000 plans covering 11.2 million participants.

Sectors can’t hide from volatility

The major sector groups of the S&P 500 have recovered some of the ground they lost in what has been a volatile couple of weeks. The index has closed lower in three of the first four trading days this month, with Tuesday's gain coming off prior daily returns of -2.1% and -4.1%.

Corporate and public plans give back January gains in February

Domestic equities lost 6% in the early days of February through Monday's close. For Pensions & Investments top 200 defined benefit plans, that tallied to an estimated $92 billion loss in valuation. Public funds lost about $70 billion in domestic equity value, while corporate plans lost about $22 billion.

Outlier events

The current sell-off in equities has brought outlier events to Treasuries and the VIX along with the S&P 500. The equity index declined 3.9% last week, while 10-year Treasury rates rose 6% and the VIX jumped 56%.

Charts

ESG gains traction in exchange-traded products

ESG exchange-traded products gained a lot of traction in 2016, a trend that carried into 2017. During 2016, assets grew by $3.8 billion, including $2.3 billion in net new money. The following year saw assets add another $5.7 billion, despite only $30 million more in net inflows.

Charts

DC record-keeper concentration

The top five defined contribution record keepers manage about 40% of all DC plans, or about 277,000 plans covering 11.2 million participants.

Charts

Sectors can’t hide from volatility

The major sector groups of the S&P 500 have recovered some of the ground they lost in what has been a volatile couple of weeks. The index has closed lower in three of the first four trading days this month, with Tuesday's gain coming off prior daily returns of -2.1% and -4.1%.

Charts

Corporate and public plans give back January gains in February

Domestic equities lost 6% in the early days of February through Monday's close. For Pensions & Investments top 200 defined benefit plans, that tallied to an estimated $92 billion loss in valuation. Public funds lost about $70 billion in domestic equity value, while corporate plans lost about $22 billion.

Charts

Outlier events

The current sell-off in equities has brought outlier events to Treasuries and the VIX along with the S&P 500. The equity index declined 3.9% last week, while 10-year Treasury rates rose 6% and the VIX jumped 56%.