Sources share what to look for in asset managers and investment products to reap the best investment outcomes.
The firm found an advisory fee waiver in place on the PIMCO All Asset All Authority Fund was less than it should have been.
They favor active management, most have turned to private markets, and nearly half are using scenario analysis to prepare portfolios for political risk.
Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
Do managed accounts or larger investment menus encourage participants to add more to their DC plans?
They are lengthening bond durations and increasing liability-hedging fixed income allocations, a Vanguard survey found.
Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’ prospectus disclosures.
Good target-date fund performance is obviously important to participant outcomes, but so is protecting their hard-earned dollars in times of market stress.
Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to fixed income.
A study argues there exists a “fair amount of correlation between market share and the quality" of a TDF in relation to its peers in the target-date category.