Investing

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.

They can reduce volatility and provide higher returns than other assets, and cash flow needs can be still be managed while using these generally illiquid investments.

Experts discussed how a rise in health care digitalization and increased consumer demand for sustainability could lead to new opportunities.

Asset managers say applying ESG screens to fixed income opportunities offers another prism of assessing risk.

Data uncovers motivations for considering environmental, social and governance factors in investments, as well as which factors investors are more concerned about.

As desire for sustainable investments increases, retirement plan sponsors are still cautious about offering ESG funds while regulatory guidance is stalled.

Speakers during a Broadridge webinar discussed steps to evaluate the instruments, as well as what elements plan sponsors should consider.

Companies surveyed by GSAM are looking to invest in private equity and illiquid asset classes; DB plans might be interested in insurance companies’ views since they face some...

With costs coming down and digital and robo-advice technology getting participants to share more personalized information, sources say managed accounts are poised to be adopted by more plan...

Participant demographics may play a part, but some plan sponsors might be lured by recordkeeper fee offerings.