ridgeworth.com - All News http://ridgeworth.com/news/feed A Feed from RidgeWorth Financial en teamddm.com ridgeworth.com - All News http://feedity.com/images/feedity-logo-small.gif http://ridgeworth.com/news/feed <![CDATA[Bloomberg - A Winning Mid-Cap Value Strategy]]> Tue, 07 Sep 2010 00:00:00 -0400 Tue, 07 Sep 2010 00:00:00 -0400 <![CDATA[61% of boomers say their fear of running out of retirement funds outweighs their fear of...]]> Mon, 06 Sep 2010 00:00:00 -0400 Mon, 06 Sep 2010 00:00:00 -0400
— "Reclaiming the Future: Challenging Retirement Income Perceptions," Allianz Life Insurance Company of North America (Allianz Life®) and Dr. Ken Dychtwald, AgeWave, May 2010]]>
<![CDATA[San Franciso Chronicle with Bloomberg - U.S. Stock Futures Advance on China Growth; Alcoa, Apple Gain]]> Wed, 01 Sep 2010 00:00:00 -0400 Wed, 01 Sep 2010 00:00:00 -0400 <![CDATA[CNBC - Finding Value in Mid Caps]]> Tue, 31 Aug 2010 00:00:00 -0400 Tue, 31 Aug 2010 00:00:00 -0400 <![CDATA[In terms of investment knowledge, 29% of small plan sponsors consider themselves to be 'very experienced'...]]> Mon, 30 Aug 2010 00:00:00 -0400 Mon, 30 Aug 2010 00:00:00 -0400
— The Briskin Consulting Study of Small-Retirement-Plan Sponsors, June 2010]]>
<![CDATA[Only 27% of small plan sponsors believe they have a 'deep understanding' of ERISA, EGTRRA, and other...]]> Mon, 23 Aug 2010 00:00:00 -0400 Mon, 23 Aug 2010 00:00:00 -0400
Only 19% felt they had a 'deep understanding' of ERISA fiduciary requirements. Fifty six percent said they had 'limited knowledge' and 21% had 'no knowledge.' The remaining 4% said they had never heard of the term 'Fiduciary.'

— The Briskin Consulting Study of Small-Retirement-Plan Sponsors, June 2010]]>
<![CDATA[Sixty three percent of small plan sponsors are satisfied with their plan provider, while 29%...]]> Mon, 16 Aug 2010 00:00:00 -0400 Mon, 16 Aug 2010 00:00:00 -0400
Plan sponsors are most satisfied with the routine compliance support and client service they receive and with the level of diversification of their plan's investment options. However, they are largely dissatisfied with investment performance and with the quality of fiduciary and regulatory advice and education they receive from their providers. They also wish for greater transparency of fee information.

— The Briskin Consulting Study of Small-Retirement-Plan Sponsors , June 2010]]>
<![CDATA[MarketWatch - US Stocks Extend Losses Ahead Of Fed Statement]]> Tue, 10 Aug 2010 00:00:00 -0400 Tue, 10 Aug 2010 00:00:00 -0400 <![CDATA[Participants who get (investment) "help" - defined in the report as target-date funds, managed accounts, or...]]> Mon, 09 Aug 2010 00:00:00 -0400 Mon, 09 Aug 2010 00:00:00 -0400
On average, the median annual return for "help participants" was almost 2% (186 basis points) higher than for "non-help participants," net of fees.

— "Help in Defined Contribution Plans: Is It Working and for Whom?" Hewitt Associates and Financial Engines, January 2010]]>
<![CDATA[CNBC - Today's Market Breakdown]]> Wed, 04 Aug 2010 00:00:00 -0400 Wed, 04 Aug 2010 00:00:00 -0400 <![CDATA[42% of workers age 45 and older have total savings and investments of less than $25,000 (only 18% of workers...]]> Mon, 02 Aug 2010 00:00:00 -0400 Mon, 02 Aug 2010 00:00:00 -0400
— Employee Benefits Research Institute (EBRI)]]>
<![CDATA[2Q10 Seix Boutique Perspective [download]]]> http://ridgeworth.com/includes/modules/news/controllers/fileDownload.php?id=346 Wed, 28 Jul 2010 00:00:00 -0400 Wed, 28 Jul 2010 00:00:00 -0400 http://ridgeworth.com/includes/modules/news/controllers/fileDownload.php?id=346 <![CDATA[Defined contribution plan and IRA assets invested in mutual funds constituted $4.1 trillion, or 25 percent, of...]]> Mon, 26 Jul 2010 00:00:00 -0400 Mon, 26 Jul 2010 00:00:00 -0400
— “The U.S. Retirement Market, 2009” ICI Research Update, May 2010]]>
<![CDATA[Total U.S. retirement assets were $16.0 trillion at year-end 2009, up nearly $2.0 trillion, or 14 percent, from...]]> Mon, 19 Jul 2010 00:00:00 -0400 Mon, 19 Jul 2010 00:00:00 -0400
— “The U.S. Retirement Market, 2009” ICI Research Update, May 2010]]>
<![CDATA[Wall Street Journal - Playing the EU Stress -Test ]]> Sat, 17 Jul 2010 00:00:00 -0400 Sat, 17 Jul 2010 00:00:00 -0400 <![CDATA[Press Release - Case for Bank Loans in Rising Rate Environments [download]]]> http://ridgeworth.com/includes/modules/news/controllers/fileDownload.php?id=366 Wed, 14 Jul 2010 00:00:00 -0400 Wed, 14 Jul 2010 00:00:00 -0400 http://ridgeworth.com/includes/modules/news/controllers/fileDownload.php?id=366 <![CDATA[Bloomberg - U.S. Stocks Fall, Treasuries Rally on Fed's Economic Outlook]]> Wed, 14 Jul 2010 00:00:00 -0400 Wed, 14 Jul 2010 00:00:00 -0400 <![CDATA[Having 10 to 14 investment fund options in a 401(k) is most common, but 11 percent of...]]> Mon, 12 Jul 2010 00:00:00 -0400 Mon, 12 Jul 2010 00:00:00 -0400
— Survey on Default Investments, Watson Wyatt, April 2009]]>
<![CDATA[CNBC - Playing Market Headlines]]> Tue, 06 Jul 2010 00:00:00 -0400 Tue, 06 Jul 2010 00:00:00 -0400 <![CDATA[From year-end 2003 through year-end 2008, the average account balance among the group of...]]> Mon, 05 Jul 2010 00:00:00 -0400 Mon, 05 Jul 2010 00:00:00 -0400
— 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2008, ICI Research Perspective, October 2009]]>
<![CDATA[Louis Rukeyser's Wall Street - Across the Street]]> Thu, 01 Jul 2010 00:00:00 -0400 Thu, 01 Jul 2010 00:00:00 -0400 <![CDATA[Advisors who sell DC Plans are 40% more successful - those who sell and manage workplace retirement plans manage...]]> Mon, 28 Jun 2010 00:00:00 -0400 Mon, 28 Jun 2010 00:00:00 -0400
— Success at Work: Capturing Advisor-Sold Retirement Plan Dollars, Cogent Research, December 2009]]>
<![CDATA[CNBC - Chrome OS: A Game Changer? (video)]]> http://www.executiveinterviews.net/players/mini/default.asp?order=U13322 Mon, 21 Jun 2010 00:00:00 -0400 Mon, 21 Jun 2010 00:00:00 -0400 http://www.executiveinterviews.net/players/mini/default.asp?order=U13322 <![CDATA[More than one-in-five (21%) workers say they have reduced their 401(k) contributions or personal savings...]]> Mon, 21 Jun 2010 00:00:00 -0400 Mon, 21 Jun 2010 00:00:00 -0400
— CareerBuilder.com Survey, June 2009]]>
<![CDATA[Barrons - A Stock Worth Slotting in Your Portfolio ]]> Thu, 17 Jun 2010 00:00:00 -0400 Thu, 17 Jun 2010 00:00:00 -0400 <![CDATA[ETF Daily News - Can The Gains Continue To Grow For Emerging Markets ETFs? (EEM, VWO)]]> Wed, 16 Jun 2010 00:00:00 -0400 Wed, 16 Jun 2010 00:00:00 -0400 <![CDATA[Forbes.com - European Stocks Cheap After Declines, Managers Say]]> Tue, 15 Jun 2010 00:00:00 -0400 Tue, 15 Jun 2010 00:00:00 -0400 <![CDATA[Workers automatically enrolled in 401(k) plans overwhelmingly either accept the default deferral rate set by the employer or elect to...]]> Mon, 14 Jun 2010 00:00:00 -0400 Mon, 14 Jun 2010 00:00:00 -0400
— Fidelity Investments Workplace Investing Survey, July 2009]]>
<![CDATA[SmartMoney.com - BRIC Check: Outlook for Emerging Markets]]> Mon, 14 Jun 2010 00:00:00 -0400 Mon, 14 Jun 2010 00:00:00 -0400 <![CDATA[For the first time, more than half of all plans (51.8%) offer investment advice to...]]> Mon, 07 Jun 2010 00:00:00 -0400 Mon, 07 Jun 2010 00:00:00 -0400
— 52nd Annual Survey of Profit Sharing and 401(k) Plans, The Profit Sharing/401k Council of America (PSCA), October 2009]]>
<![CDATA[CNBC - Checking Market Beat]]> Fri, 04 Jun 2010 00:00:00 -0400 Fri, 04 Jun 2010 00:00:00 -0400 <![CDATA[Barrons - Get Fired Up Over Philip Morris ]]> Thu, 03 Jun 2010 00:00:00 -0400 Thu, 03 Jun 2010 00:00:00 -0400 <![CDATA[BottomLine Personal - Hot Outlook]]> Tue, 01 Jun 2010 00:00:00 -0400 Tue, 01 Jun 2010 00:00:00 -0400 <![CDATA[More than one-third of respondents with a four-year college degree were not familiar with...]]> Mon, 31 May 2010 00:00:00 -0400 Mon, 31 May 2010 00:00:00 -0400
— Helping Tomorrow's Retirees Better Prepare Today, String Financial, 2009]]>
<![CDATA[MSN Money - Spill creates buying opportunities]]> Tue, 25 May 2010 00:00:00 -0400 Tue, 25 May 2010 00:00:00 -0400 <![CDATA[A survey of more than 300 mid- to large-sized companies found that the percentage of employers...]]> Mon, 24 May 2010 00:00:00 -0400 Mon, 24 May 2010 00:00:00 -0400
— Hewitt Associates, November 2009]]>
<![CDATA[CNBC - Small Caps Vs. Large Caps]]> Mon, 17 May 2010 00:00:00 -0400 Mon, 17 May 2010 00:00:00 -0400 <![CDATA[90 percent of employers feel it is important to their business that employees understand and appreciate the value of...]]> Mon, 17 May 2010 00:00:00 -0400 Mon, 17 May 2010 00:00:00 -0400
— Colonial Life, SHRM National Conference Survey, June 2009]]>
<![CDATA[The average before-tax contribution rate was 7.4 percent in 2008, down from 7.7 percent in 2007.]]> Mon, 10 May 2010 00:00:00 -0400 Mon, 10 May 2010 00:00:00 -0400 ]]> <![CDATA[MarketWatch - Sara Lee CEO baffled by fickle Wall Street ]]> Thu, 06 May 2010 00:00:00 -0400 Thu, 06 May 2010 00:00:00 -0400 <![CDATA[The Wall Street Transcript - Money Manager Interview: Ultra-Short Bond Strategies]]> Mon, 03 May 2010 00:00:00 -0400 Mon, 03 May 2010 00:00:00 -0400 <![CDATA[More employees increased their savings rate in 2008 (15.4%) than decreased it (14.9 %). Just...]]> Mon, 03 May 2010 00:00:00 -0400 Mon, 03 May 2010 00:00:00 -0400
— How Well Are Employees Saving and Investing in 401(k) Plans: Universe Benchmarks 2009, Hewitt Associates, May 2009]]>
<![CDATA[Investor's Business Daily - Baidu's Profit Jumps As More Advertisers Transition To Search ]]> Wed, 28 Apr 2010 00:00:00 -0400 Wed, 28 Apr 2010 00:00:00 -0400 <![CDATA[Wall Street Journal - Stocks Gain, Dollar Slips, Treasurys Down As Fed Stays On Hold]]> Wed, 28 Apr 2010 00:00:00 -0400 Wed, 28 Apr 2010 00:00:00 -0400 <![CDATA[Wall Street Journal - Large Stock Focus: Caterpillar Lifts Dow to a Gain]]> Tue, 27 Apr 2010 00:00:00 -0400 Tue, 27 Apr 2010 00:00:00 -0400 <![CDATA[Wall Street Journal - US Small-Cap Stocks Tumble As Downgrades Sink Energy Stocks]]> Tue, 27 Apr 2010 00:00:00 -0400 Tue, 27 Apr 2010 00:00:00 -0400 <![CDATA[When asked about the importance of different features of a 401(k) plan, 87% of employers rate providing...]]> Mon, 26 Apr 2010 00:00:00 -0400 Mon, 26 Apr 2010 00:00:00 -0400
— Getting Retirement Savings Back on Track: Employer Views on the 401(k) and Financial Education in the Workplace, CFO Research Services, June 2009]]>
<![CDATA[TheStreet.com - Fed Poised to Keep Low Rate: Coming Week]]> Sat, 24 Apr 2010 00:00:00 -0400 Sat, 24 Apr 2010 00:00:00 -0400 <![CDATA[Wall Street Journal - Credit Markets: Freddie Mac Sells $1 Billion Reference Notes ]]> Tue, 20 Apr 2010 00:00:00 -0400 Tue, 20 Apr 2010 00:00:00 -0400 <![CDATA[Sixty-eight percent of employers report that the number of employees switching to more conservative investments...]]> Mon, 19 Apr 2010 00:00:00 -0400 Mon, 19 Apr 2010 00:00:00 -0400
— Getting Retirement Savings Back on Track: Employer Views on the 401(k) and Financial Education in the Workplace, CFO Research Services, June 2009]]>
<![CDATA[Bloomberg - U.S. Stock Futures Fall as Goldman Sachs Faces Probes in Europe]]> Sun, 18 Apr 2010 00:00:00 -0400 Sun, 18 Apr 2010 00:00:00 -0400 <![CDATA[TheStreet.com - Looking for Yield? Try Agency Bonds]]> Tue, 13 Apr 2010 00:00:00 -0400 Tue, 13 Apr 2010 00:00:00 -0400 <![CDATA[As of May 2009, 13% of DC plan sponsors have changed their investment product offerings as a result of the crisis...]]> Mon, 12 Apr 2010 00:00:00 -0400 Mon, 12 Apr 2010 00:00:00 -0400
— Pension Plans: Impact of the Financial Crisis - International Foundation of Employee Benefit Plans, May 2009
]]>
<![CDATA[Barron's - Look Before You Leap Into a Bond Fund]]> http://webreprints.djreprints.com/2416560837597.pdf Mon, 12 Apr 2010 00:00:00 -0400 Mon, 12 Apr 2010 00:00:00 -0400 http://webreprints.djreprints.com/2416560837597.pdf <![CDATA[CNBC - Investing in Large Caps]]> Mon, 12 Apr 2010 00:00:00 -0400 Mon, 12 Apr 2010 00:00:00 -0400 <![CDATA[RidgeWorth helps advisors get the information they want when and where they want it]]> http://ridgeworth.com/communications/news-commentary/?newsID=329 Thu, 08 Apr 2010 00:00:00 -0400 Thu, 08 Apr 2010 00:00:00 -0400 http://ridgeworth.com/communications/news-commentary/?newsID=329

Custom RSS allows advisors to bundle specific funds/topics into one RSS feed.

ATLANTA – RidgeWorth Investments announced today that it has enhanced its really simple syndication (RSS) offering to allow website visitors to bundle any of a range of its 53 RSS feeds into one manageable feed. The custom feed allows visitors to tailor the RidgeWorth information they receive to their specific needs and have it delivered to a place of their choosing.

“Our first step was to develop RSS feeds at the fund level, because we realize that these days advisors buy individual funds, not fund families,” said David Craig, RidgeWorth’s Director of Marketing. “We didn’t want to bombard advisors with information about all 50 of our funds when they may only be interested in three or four. We also realize that there are many different websites that advisors need to visit. Although we’d love for them to visit our site from time to time, we’re more than happy to send the information they need directly to them through the feeds.”

In developing the initial feeds, Craig said that the end goal was to let advisors completely customize their experience by combining multiple topics of interest into one feed. “A retirement plan advisor, for instance, may be interested in information about our Mid-Cap Value Equity Fund, Total Return Bond Fund and Retirement Thought of the Week,” said Craig. “Instead of subscribing to three different feeds, the advisor can build a custom feed that includes all three topics. Whenever anything hits our website related to those topics, it goes out in the feed.” For funds, the feed includes daily prices, quarterly fact sheets, commentaries, shareholder reports and more.

The Custom RSS can be delivered in a range of ways, including standard RSS readers (iGoogle, Bloglines, etc.) and a browser “bookmarklet.” Advisors with their own websites could also imbed the “Retirement Thought of the Week” on their own sites. Details for each can be found on the RidgeWorth Custom RSS feed webpage.

RidgeWorth has also developed a presentation that explains RSS and its benefits, for those who aren’t currently using it. RidgeWorth believes that RSS is one small step to take to help manage the information overload on the web.

About RidgeWorth Investments

RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $63 billion of assets under management as of December 31, 2009. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income, equity, and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. Learn more about RidgeWorth.

]]>
<![CDATA[Money Management Executive - Bond Mutual Funds Break Winning Streak]]> Wed, 07 Apr 2010 00:00:00 -0400 Wed, 07 Apr 2010 00:00:00 -0400 <![CDATA[Financial Planning - Mutual Funds Lose More Than They Gain]]> Wed, 07 Apr 2010 00:00:00 -0400 Wed, 07 Apr 2010 00:00:00 -0400 <![CDATA[TheStreet.com - Mid-Cap Stock Stars]]> Tue, 06 Apr 2010 00:00:00 -0400 Tue, 06 Apr 2010 00:00:00 -0400 <![CDATA[TheStreet.com - Time To Buy Agency Bonds]]> Mon, 05 Apr 2010 00:00:00 -0400 Mon, 05 Apr 2010 00:00:00 -0400 <![CDATA[One-third of investors had no idea what percentage of their retirement account...]]> Mon, 05 Apr 2010 00:00:00 -0400 Mon, 05 Apr 2010 00:00:00 -0400
— I-Pension LLC, June 2009]]>
<![CDATA[Wall Street Journal - Mortgage Risk Premiums Widen: Quick Move After Fed's Exit Could Draw Buyers Next Week]]> Fri, 02 Apr 2010 00:00:00 -0400 Fri, 02 Apr 2010 00:00:00 -0400 <![CDATA[Barron's - ITT's New Offense: Less Defense ]]> Mon, 29 Mar 2010 00:00:00 -0400 Mon, 29 Mar 2010 00:00:00 -0400 <![CDATA[27% of 401(k) investors didn't open their 2008 fourth-quarter statements. Of those who did open and read them, 72%...]]> Mon, 29 Mar 2010 00:00:00 -0400 Mon, 29 Mar 2010 00:00:00 -0400
— I-Pension LLC, June 2009]]>
<![CDATA[CNBC - Market Alert (video)]]> http://www.executiveinterviews.net/players/mini/default.asp?order=U13194b Thu, 25 Mar 2010 00:00:00 -0400 Thu, 25 Mar 2010 00:00:00 -0400 http://www.executiveinterviews.net/players/mini/default.asp?order=U13194b <![CDATA[RidgeWorth wins Small Company "Overall" and "Mixed Assets" Awards from Lipper]]> http://ridgeworth.com/communications/news-commentary/?newsID=310 Thu, 25 Mar 2010 00:00:00 -0400 Thu, 25 Mar 2010 00:00:00 -0400 http://ridgeworth.com/communications/news-commentary/?newsID=310

ATLANTA – RidgeWorth Investments announced today that it received two of the four "group awards" given to Small Companies at the 2010 Lipper Fund Awards ceremony held in New York on Wednesday, March 24. Lipper awarded RidgeWorth the Small Company "Overall" and "Mixed-Asset" Awards for the highest consistent return among qualifying small companies over the three-year period ending 12/31/20091.

"It is a great honor to be recognized for these awards by such a highly-regarded organization as Lipper," said Ashi Parikh, President & CIO of RidgeWorth Investments. "Our sole focus at RidgeWorth is to create a culture that fosters investment excellence. Our ability to develop that culture across many asset management boutiques is a tribute to our investment talent and to all of our employees at RidgeWorth. Our winning both the "Mixed-Asset" award and the "Overall" award provides validation that we are doing what is right for our clients."

As of 12/31/09, more than 70% of RidgeWorth's fixed-income, equity and asset allocation funds beat their peer group medians for the 3-, 5- and 10-year periods2. For the 3- and 5-year periods, more than 50% finished in the first quartile of their respective peer groups.

Learn more about RidgeWorth Investments and the RidgeWorth Funds.

1 Lipper Small Company Group Awards are given in four categories – Overall, Equity, Fixed Income and Mixed Asset. To qualify, a fund family must have at least three equity, three fixed income and three mixed-asset funds. Small companies consisted of those fund families with assets under management of less than $34.5 billion. For more information on the Lipper methodology, visit www.lipperweb.com.
2 For the period ending 12/31/09, 17/41, 29/37, 26/36 and 18/24 beat their peer group medians for the 1-, 3-, 5- and 10-year periods, respectively. Of those that beat their peer group medians, 7, 20, 19 and 11 finished in the first quartile.


About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $63 billion of assets under management as of December 31, 2009. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income, equity, and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. Learn more about RidgeWorth.

The Lipper ranking is as of 12/31/09, based on total return and does not reflect a sales charge. Rankings are for the I Share class only. Past performance does not guarantee future results. For most recent month end returns, click here.

]]>
<![CDATA[TheStreet.com - Fannie & Freddie, Lehman's Demise, Mid-Cap Stars]]> Wed, 24 Mar 2010 00:00:00 -0400 Wed, 24 Mar 2010 00:00:00 -0400 <![CDATA[TheStreet.com - Fannie & Freddie, Lehman's Demise, Mid-Cap Stars]]> Wed, 24 Mar 2010 00:00:00 -0400 Wed, 24 Mar 2010 00:00:00 -0400 <![CDATA[CNBC - All-Star Investors (video)]]> http://www.executiveinterviews.net/players/mini/default.asp?order=U13194 Wed, 24 Mar 2010 00:00:00 -0400 Wed, 24 Mar 2010 00:00:00 -0400 http://www.executiveinterviews.net/players/mini/default.asp?order=U13194 <![CDATA[Direct links have been found to exist between how often a retirement seminar is offered and increased levels of 401(k)...]]> Mon, 22 Mar 2010 00:00:00 -0400 Mon, 22 Mar 2010 00:00:00 -0400
— The Effects of Financial Education in the Workplace: Evidence from a Survey of Employers - KPMG Peat Marwick, November 2009]]>
<![CDATA[Bloomberg - U.S. Stocks Climb a Third Week as Fed Repeats Low-Rate Pledge]]> Sat, 20 Mar 2010 00:00:00 -0400 Sat, 20 Mar 2010 00:00:00 -0400 <![CDATA[Fox Business - Three Stocks, Three Sectors]]> Thu, 18 Mar 2010 00:00:00 -0400 Thu, 18 Mar 2010 00:00:00 -0400 <![CDATA[RidgeWorth Highlights Value of Short-Term Bonds in White Paper]]> http://ridgeworth.com/communications/news-commentary/?newsID=306 Wed, 17 Mar 2010 00:00:00 -0400 Wed, 17 Mar 2010 00:00:00 -0400 http://ridgeworth.com/communications/news-commentary/?newsID=306

Short bonds offered better long-term risk-adjusted return than long bonds

ATLANTA -- RidgeWorth Investments announced today that it has published a whitepaper highlighting that for more than 30 years short-term bonds have offered a much better risk-adjusted return than long-term bonds. “Many bond investors are aware that moving from short bonds to long bonds has allowed them to capture more income. What they may not know is that short bonds captured 75% or more of the returns of long bonds most periods and that the Sharpe Ratio for short bonds was much higher than long bonds.”, says Chad Stephens, portfolio manager for the RidgeWorth U.S. Government Securities Ultra-Short Bond Fund.

The white paper, entitled “Time to Invest in Short-Term Bonds?”, reviews short-term bonds’ historical performance and volatility relative to long-term bonds, evaluates current market conditions that may favor short-term bonds and examines the risk/reward trade-offs between short-term bonds and long-term bonds. Key findings were that short-term bonds offered:

1. Less downside risk relative to long-term bonds
2. Solid long-term performance1
3. Attractive risk/reward trade-off
4. Compelling investment opportunity created by current market environment
5. Incremental yield for investors with excess cash

This paper is the latest in a series that RidgeWorth has developed to educate advisors and investors about style classes that it believes are generally overlooked. Earlier this month, RidgeWorth launched the addmidcap.com microsite and white paper to outline the benefits of mid-caps.

About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $63 billion of assets under management as of December 31, 2009. RidgeWorth’s investment boutiques manage a wide variety of investment disciplines across the fixed income, equity, and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. Learn more about RidgeWorth.

]]>
<![CDATA[Wall Street Journal - S&P 600 Snaps 10-Day Winning Streak]]> Tue, 16 Mar 2010 00:00:00 -0400 Tue, 16 Mar 2010 00:00:00 -0400 <![CDATA[Only 42% of respondents who are not retired said they have tried to figure out how much they need to save for retirement.]]> Mon, 15 Mar 2010 00:00:00 -0400 Mon, 15 Mar 2010 00:00:00 -0400 <![CDATA[Morningstar - Fund Manager Q&A: Avoiding the Land Mines in Munis ]]> Fri, 12 Mar 2010 00:00:00 -0500 Fri, 12 Mar 2010 00:00:00 -0500 <![CDATA[Investment News - RidgeWorth's Don Wordell: Industrial and financial stocks are worth a look]]> Wed, 10 Mar 2010 00:00:00 -0500 Wed, 10 Mar 2010 00:00:00 -0500 <![CDATA[About 29,000 companies that sponsor 401(k) plans with $50 million or less in assets under management are expected to change advisors soon.]]> Mon, 08 Mar 2010 00:00:00 -0500 Mon, 08 Mar 2010 00:00:00 -0500 <![CDATA[MSN Money - The 10 stocks you should buy first]]> Tue, 02 Mar 2010 00:00:00 -0500 Tue, 02 Mar 2010 00:00:00 -0500 <![CDATA[Fifty-one percent of all workers - and 55% of older boomers - indicate an interest in access to...]]> Mon, 01 Mar 2010 00:00:00 -0500 Mon, 01 Mar 2010 00:00:00 -0500
— MetLife's 7th Annual Employee Benefits Trends Study]]>
<![CDATA[CNBC - An Edge on the Markets ]]> Fri, 26 Feb 2010 00:00:00 -0500 Fri, 26 Feb 2010 00:00:00 -0500 <![CDATA[Bloomberg - Corporate Debt Risk Falls as Fourth-Quarter Revenue Increases]]> Fri, 26 Feb 2010 00:00:00 -0500 Fri, 26 Feb 2010 00:00:00 -0500 <![CDATA[Half of surveyed employees of all ages (50%) express a strong interest in their employers providing ways to convert retirement plan lump...]]> Mon, 22 Feb 2010 00:00:00 -0500 Mon, 22 Feb 2010 00:00:00 -0500
— MetLife's 7th Annual Employee Benefits Trends Study]]>
<![CDATA[Bloomberg - U.S. Stocks Gain Most Since November on Factory Orders, Profits ]]> Sat, 20 Feb 2010 00:00:00 -0500 Sat, 20 Feb 2010 00:00:00 -0500 <![CDATA[The world economic crisis helped reduce U.S. employee participation in retirement plans in 2008 to...]]> Mon, 15 Feb 2010 00:00:00 -0500 Mon, 15 Feb 2010 00:00:00 -0500
— EBRI Survey, November 2009]]>
<![CDATA[The Wall Street Transcript - Lead Portfolio Manager Predicts Priceline (PCLN) Earnings To Grow 20%]]> Thu, 11 Feb 2010 00:00:00 -0500 Thu, 11 Feb 2010 00:00:00 -0500 <![CDATA[CNBC - The Debt Threat]]> Thu, 11 Feb 2010 00:00:00 -0500 Thu, 11 Feb 2010 00:00:00 -0500 <![CDATA[CNBC - Market Alert (video)]]> http://www.executiveinterviews.net/players/mini/default.asp?order=U13123 Wed, 10 Feb 2010 00:00:00 -0500 Wed, 10 Feb 2010 00:00:00 -0500 http://www.executiveinterviews.net/players/mini/default.asp?order=U13123 <![CDATA[Most adults are cutting back on spending or saving more money compared to 12 months ago. Of those...]]> Mon, 08 Feb 2010 00:00:00 -0500 Mon, 08 Feb 2010 00:00:00 -0500
— AARP Bulletin Survey on Retirement Savings, April 2009]]>
<![CDATA[RidgeWorth Launches Dedicated Retirement Plan Advisor Website]]> http://ridgeworth.com/communications/news-commentary/?newsID=289 Mon, 08 Feb 2010 00:00:00 -0500 Mon, 08 Feb 2010 00:00:00 -0500 http://ridgeworth.com/communications/news-commentary/?newsID=289

RidgeWorth's planadvisortools.com can be a key resource for 401(k) advisors and more

ATLANTA -- RidgeWorth Investments announced today that it has launched a new site dedicated to the needs of retirement plan advisors. The new site, www.planadvisortools.com, has an interactive, customizable retirement plan benchmarking tool and an array of general resources that 401(k) advisors can use to help plan sponsors meet their fiduciary duty.

"An advisor to retirement plans must be well equipped to help a plan sponsor meet its fiduciary duty," said David Craig, RidgeWorth's Director of Marketing, "Planadvisortools.com provides a wide range of resources that we have developed as well as information about industry resources that an advisor can use to educate themselves and help plan sponsors."

The Department of Labor warns that a fiduciary "should establish and follow a formal review process at reasonable intervals to decide if it wants to continue using the current service providers or look for replacements." One of the ways in which that formal review process can be satisfied is through regular plan benchmarking. The new site includes a robust plan benchmarking tool, marrying PlanSponsor's proprietary Defined Contribution Plan Survey and RidgeWorth’s own research.

The tool can be used by retirement plan advisors to:

  • Help a plan sponsor understand how its plan compares to others of similar size as well as overall across the industry
  • Show what plan design features might now be common among its peers
  • Understand and evaluate the services the plan sponsor currently receives

"Although we think the plan benchmarking tool is a good start to help retirement plan advisors, we're not stopping there," continued Craig. "During 2010, we plan to add a number of interactive tools to the site, including fee benchmarking for retirement plans and benchmarking an advisor's practice."

Advisors can access the tools and resources by visiting www.planadvisortools.com.

About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $63 billion of assets under management as of December 31, 2009. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income, equity, and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. Learn more about RidgeWorth.

]]>
<![CDATA[The Wall Street Transcript - Money Manager Interview: Large Cap Growth Investing]]> Mon, 08 Feb 2010 00:00:00 -0500 Mon, 08 Feb 2010 00:00:00 -0500 <![CDATA[Wall Street Journal - Few Safe Havens Amid Market Turmoil ]]> Fri, 05 Feb 2010 00:00:00 -0500 Fri, 05 Feb 2010 00:00:00 -0500 <![CDATA[Investor's Business Daily - Latin America Led World Stock Funds Lower In January]]> Tue, 02 Feb 2010 00:00:00 -0500 Tue, 02 Feb 2010 00:00:00 -0500 <![CDATA[Money Market Fund Regulatory Changes [download]]]> http://ridgeworth.com/includes/modules/news/controllers/fileDownload.php?id=283 Tue, 02 Feb 2010 00:00:00 -0500 Tue, 02 Feb 2010 00:00:00 -0500 http://ridgeworth.com/includes/modules/news/controllers/fileDownload.php?id=283 <![CDATA[Wall Street Journal - Energy Earnings, Tech Sales Fuel US Small-Cap Stock Rally ]]> Mon, 01 Feb 2010 00:00:00 -0500 Mon, 01 Feb 2010 00:00:00 -0500 <![CDATA[Studies show that in order to have enough money to retire, the combined employee / employer contributions need to be...]]> Mon, 01 Feb 2010 00:00:00 -0500 Mon, 01 Feb 2010 00:00:00 -0500
— Fidelity Research Institute, 2007 Retirement Index]]>
<![CDATA[RidgeWorth to hold "Master the Art of 21st Century Networking" Workshop]]> http://ridgeworth.com/communications/news-commentary/?newsID=280 Tue, 26 Jan 2010 00:00:00 -0500 Tue, 26 Jan 2010 00:00:00 -0500 http://ridgeworth.com/communications/news-commentary/?newsID=280

RidgeWorth partners with productivity expert Kip Gregory of The Gregory Group

ATLANTA -- RidgeWorth Investments announced today that it will hold the second in a series of webinars on efficient practice management in partnership with Kip Gregory on Tuesday, February 9 from 4:00 – 5:00pm EST. This webinar, which will be structured like a workshop, will focus on Mastering the Art of 21st Century Networking by using social networks in new ways.

Social networking among the investment professional community continues to rise. In RidgeWorth's previous webinar, entitled "Can social networking really lead to client acquisition?," 60% of participants indicated that social networking will grow in importance over the next year or two, and one out of five said it already plays or will play a significant role in their 2010 marketing efforts. "Advisors we've been working with have been able to use the social networking strategies we've shared with them to both retain current clients and acquire new ones," said Elizabeth Wilson, national sales manager for RidgeWorth. "Many are surprised at how easy the strategies are to implement and how effective they can be."

In this one-hour web-based workshop, Kip and Elizabeth will show advisors step-by-step how to utilize free industry resources in combination with social networking platforms like LinkedIn to bring their networking into the 21st century. "We want to take advisors beyond the introductory ideas of social networking to detailed steps that can be taken to leverage an array of resources to better identify, qualify and engage potential clients," said Gregory.

The workshop will showcase several case studies in effective prospecting for advisors in the retirement plan market and the high net worth market.

The workshop is geared toward advisors who have had some exposure to social networking platforms. Advisors who are new to social networking can visit www.ridgeworth.com/practice-managementip (registration required) for the "Can social networking really lead to client acquisition?" webinar replay.

Master the Art of 21st Century Networking Workshop
Tuesday, February 9, 2010
4:00 PM - 5:00 PM EST

Space is limited.
For registration information, visit:

www.ridgeworth.com/practice-managementip
(registration required)

About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $63 billion of assets under management as of December 31, 2009. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income, equity, and liquidity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. For more information about RidgeWorth, visit www.ridgeworth.com.

About Kip Gregory
For more than a decade, Kip Gregory has been helping advisors and other industry professionals overcome the challenge of harnessing technology to increase business capacity. His book "Winning Clients in a Wired World" details hundreds of fast, easy-to-implement methods of saving time and systemizing success with tools and resources you use every day. For more information on Gregory's book, or The Gregory Group's consulting and speaking services, visit http://www.winningclients.com or http://www.gregory-group.com.

]]>
<![CDATA[It is estimated that Americans need to replace 75% of their pre-retirement income during retirement;]]> Mon, 25 Jan 2010 00:00:00 -0500 Mon, 25 Jan 2010 00:00:00 -0500
— Fidelity Research Institute, 2007 Retirement Index]]>
<![CDATA[Dow Jones Newswires - Recession-Friendly Retailers Could Keep Gains]]> Mon, 25 Jan 2010 00:00:00 -0500 Mon, 25 Jan 2010 00:00:00 -0500 <![CDATA[Market Watch - US Stocks Slip As Tech Companies Fail To Meet Sky-High Hopes]]> Fri, 22 Jan 2010 00:00:00 -0500 Fri, 22 Jan 2010 00:00:00 -0500