Investing

Willis Towers Watson makes the case for white label funds in a new paper.

The Callan DC Index also shows nearly three-fourths of DC plan account balance growth has been due to investment performance.

There are potential compliance problems in the works if regulators don't grasp the key differences involved in sub-TA fees and other kinds of revenue sharing.

Research found 41% of Millennials are avoiding the stock market and are instead using savings accounts to save for retirement.

Strategic beta ETFs are an important asset class to consider, but new research also warns many of the products “aren't as distinctive as they may first appear.”

John Lowell, with October Three, says for two types of DB plans, investment-driven liabilities (IDL) is almost risk free for plan sponsors and provides more meaningful benefits to participants.

Across the top 300 funds globally, U.S. funds represent 38.6% of assets.

The CRR explores various ways investment returns and Social Security could be affected by an aging population.

The Department of Labor recommends the incorporation of workforce demographics into QDIA design; different providers have different philosophies about the best way to do this.

A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but the real lesson is about diversification, not dumping stocks. 

401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty more in balanced funds, a joint study by the ICI and EBRI finds.

The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to as low as 51%, according to an analysis by Callan.

“The DOL conflict of interest rule poses risk to a firm if [practice leaders] knowingly allow advisers to manage underperforming portfolios for clients when a better-performing portfolio with a similar risk level is available from the home office,” Cerulli's Tom O’Shea warns.

One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the words of one researcher, “getting trampled.”