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401(k) investors leave risk assets in 2018

U.S. 401(k) investors fled target-date funds, large-cap U.S. equity funds and company stock in 2018 in favor of stable value, money market and bond funds.

Bogle’s $9 trillion legacy

Following the passing of Vanguard Group founder, John “Jack” Bogle on Wednesday, we look back at his most apparent legacy. The firm he founded in 1975 now manages nearly $5 trillion in assets, the majority of which is managed under his pioneering idea of passive investing.

Institutions increase ESG focus in 2018

At the start of 2018, public pension plans and insurance companies accounted for about 91% of institutional assets focused on environmental, social and governance factor investing, with educational institutions a distant third at 6% of total ESG assets.

Manager headcount grows to 90,000

As of the end of their respective fiscal years 2017, 12 of the pure-play asset managers employed more than 90,000 people, up about 7% from 2016 and 17% from 2013.

Run to the hills

U.S. money market mutual funds took in a net $162 billion in 2018, the bulk of which came amid the market's disastrous fourth quarter.

Small-cap growth resilient in 2018

Active small-cap growth strategies held up well in 2018 relative to their counterparts. The group had an average excess return of 7.15%, well above the other major fund groups, with 78.3% of the 23 funds that have so far reported to eVestment having positive excess returns.

Apple asymmetrically hits index

Apple's correlation with the S&P 500 index increases more often when the stock declines than when it increases.

FAANGs finally in the red in 2018

As a collective, the FAANG stocks – Facebook, Amazon.com, Apple, Netflix and Google (Alphabet) – along with other tech heavy hitters Alibaba, Baidu, NVIDIA, Tesla and Twitter, finally followed the broad market index into negative territory.

Charts

Bogle’s $9 trillion legacy

Following the passing of Vanguard Group founder, John “Jack” Bogle on Wednesday, we look back at his most apparent legacy. The firm he founded in 1975 now manages nearly $5 trillion in assets, the majority of which is managed under his pioneering idea of passive investing.

Charts

Institutions increase ESG focus in 2018

At the start of 2018, public pension plans and insurance companies accounted for about 91% of institutional assets focused on environmental, social and governance factor investing, with educational institutions a distant third at 6% of total ESG assets.

Charts

Manager headcount grows to 90,000

As of the end of their respective fiscal years 2017, 12 of the pure-play asset managers employed more than 90,000 people, up about 7% from 2016 and 17% from 2013.

Charts

Run to the hills

U.S. money market mutual funds took in a net $162 billion in 2018, the bulk of which came amid the market's disastrous fourth quarter.

Charts

Small-cap growth resilient in 2018

Active small-cap growth strategies held up well in 2018 relative to their counterparts. The group had an average excess return of 7.15%, well above the other major fund groups, with 78.3% of the 23 funds that have so far reported to eVestment having positive excess returns.

Charts

FAANGs finally in the red in 2018

As a collective, the FAANG stocks – Facebook, Amazon.com, Apple, Netflix and Google (Alphabet) – along with other tech heavy hitters Alibaba, Baidu, NVIDIA, Tesla and Twitter, finally followed the broad market index into negative territory.