Investing

Asset managers surveyed are also incorporating ESG factors into their investment processes. Meanwhile, a survey of individual investors indicates the use of ESG investments by plan participants could...

The first step involves choosing an optimal mix of asset classes based on traditional measures of risk and return, and the second involves tilting the portfolio toward ESG...

In a low interest rate environment, annuities provide an option that reduces longevity and sequence-of-return risks.

Following the long stretch of market gains despite the pandemic, investors are worried about retirement risks and more of them are showing interest in protection products.

The authors of a new report from S&P Dow Jones Indices say it is worth taking a moment to delve deeper into performance differences across actively managed market...

The debate continues following a recent publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’

There’s little evidence of the practice among sustainable investments, says S&P, as investors increasingly want proof an investment is doing what it claims and is not just a...

Most participant assets were held in equities, followed by mutual funds.

At a recent PLANSPONSOR webinar, investment experts reviewed market performances throughout 2021 so far and key rules for plan sponsors to follow with investment lineups.

They tend to sell off during downturns, but, researchers say, if they remain invested even for a few years, they can recoup their losses due to the funds’...

With PBGC dictating interest rate assumptions and permissible investments, there are steps plan sponsors should take to make the relief work as intended.

Experts anticipate a rise in sustainable investments following the Thrift Saving’s Plan decision to add ESG funds to its lineup in 2022.

The Pension Research Council recommends that pension plan sponsors develop processes to identify, measure and manage environmental, social and governance-related downside risks.

The agency identified how retirement plans for public and private-sector employees in other countries are already assessing their risk.

Panelists discussed what fiduciaries should consider when rounding out their investment selections and how to determine whether the investment fees their participants are paying are reasonable.

A PSNC session explored participant demand for retirement income, the types of guaranteed solutions available and a process for evaluation and implementation. 

The time is now for retirement plans to view their participants as investors deserving high-touch, personalized retirement income assistance.