Guaranteed Income, Private Equity Coming Soon to a TDF Near You
Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds, asset managers suggest.
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More of the Same Expected for Rates, Inflation in 2021
Interest rates were already stuck at stubbornly low levels even before the outbreak of the coronavirus pandemic, and the federal government has since signaled a commitment to accommodative...
DB Plan Sponsors Looking to New Vehicles for LDI Strategies
Diversification is a focus for fixed income investments, and experts shared thoughts about strategies during a roundtable event.
Is There a Place for ETFs in Retirement Plans?
Exchange-traded funds offer benefits for both DB and DC plan investors, and, with advanced technology in recordkeeping systems, sources foresee a growing use of ETFs in DC plans.
Several Forces Will Drive Portfolio Positions for Institutional Investors
The pandemic, monetary policy and politics converge to drive changes to equity and fixed income allocations.
Reasons to Offer a Mix of Passive and Active Investments in DC Plans
Investment experts say it provides diversification and the potential for better outcomes, and it can provide fiduciary protection for plan sponsors.
How Human Capital Should Dictate Asset Allocation
One's age should determine proper asset allocation, as well as retirement savings rates, speakers at DCIIA's Academic Forum said.
Measuring the Financial Impact of ESG Factors on Investments
Measuring the materiality of each factor and considering the changes that have occurred in 2020 are important, according to speakers at DCIIA's Academic Forum.
Retirement Plan Investors May Be Looking for Investment Standouts
While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider in the current environment.
Pension Fund Climate Change Lawsuit Settles
A case in Australia could have implications for duties of retirement plan fiduciaries around the world.
Defined Benefit Plan Sponsors Should Reassess Their Investments
Willis Towers Watson offers 10 suggestions for DB plans for 2021.
Asset Managers Share Initial Expectations for the Biden Presidency
One expected outcome at this very early juncture is that environmental, social and governance investing will see major advancements, sources say.
Best of PSNC 2020: Figuring Out Fixed Income
Defined contribution plan sponsors can offer meaningful fixed income investment options by using diversification and thoughtful asset managers.
Institutional Investors Say ESG Factors Can Be Applied to Securities Lending
However, a survey found that securities lending needs to evolve in order to integrate investors’ ESG principles with their securities lending programs.
Market Watchers Urge Calm as Volatility Spikes
This week has delivered a painful but necessary ‘reality based’ repricing, one expert says.
Plan Sponsors Turning to OCIOs to Broaden Investment Lineups
Experts agree that outsourced chief investment officers take on more duties than 3(38) investment managers.
Pre-Retirees and Retirees Can Take Steps to Address Inflation in Retirement
Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase their income to help address inflation.
Revisiting the DOL’s 2013 TDF Tips
Even as target-date funds evolve, the Department of Labor’s guidance for selecting and monitoring the funds is still relevant.
Understanding the Types of Annuities Retirement Plans Can Use
The goals of plan sponsors and participants will help determine which option is best.
Why Alternative Assets Make Sense for 401(k) Plans
Diversification via alternative investments, especially in times of market volatility and downturns, can lead to better performance,