Investing

Falling equity returns accelerated the trend this year of participants moving into fixed income investments, according to Alight Solutions.

Panelists at the 2019 PLANSPONSOR National Conference discussed the risk-reduction and performance benefits that ESG can bring and that certain challenges associated with the use of CITs by...

The growing landscape of decumulation solutions includes in-plan insurance products, managed payout funds, managed accounts, out-of-plan annuity windows and more.

A Cerulli Associates report explains how different alternative investments can help a derisking defined benefit (DB) plan with liability hedging as well as risk-seeking.

Additional conclusive information about environmental, social and governance (ESG) investment performance may help retirement plan sponsors be less wary about making ESG investment decisions.

Researchers argue that financial illiteracy impedes plan participants’ ability to determine how to invest their savings, and propose mandated employer-provided financial education to address limited employee financial literacy.

A previous Schwab analysis found retirement plan participants in advised self-directed brokerage accounts (SDBAs) displayed a more diversified asset allocation mix and had a lower concentration of assets...

Both for novice individuals and sophisticated institutions, investor perceptions of preparedness for market turbulence can often differ from actual readiness.

Bob Browne, CIO at Northern Trust, argues that pension plan sponsors should not wait to de-risk their plans based solely on the assumption that interest rates will rise.

Making sure plan participants understand the positive aspects of volatility can help them avoid poor trading decisions during periods of negative returns.

Finding that most households own mutual funds in employer-sponsored retirement plans, the Investment Company Institute (ICI) looked into the factors considered when selecting mutual funds.

According to Northern Trust, Corporate Employee Retirement Income Security Act (ERISA) pension plans had the best first quarter on a relative basis, while the Wilshire Trust Universe Comparison...

For more than one year, 401(k) investors have been moving to safer investments, according to the Alight Solutions 401(k) Index.

This may expose participating governments to higher funding risks, FitchRatings says.

Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.

A Morningstar study says investors are paying almost half as much to own funds in 2018, compared to 2000. 

The San Bernardino County Employees’ Retirement Association uses knowledge management and InvestTech to make better-informed portfolio rebalancing decisions.

Research from Morningstar finds most investors, across ages and genders, have clear preferences for environmental, social and governance (ESG) investment products, but another study suggests education is needed...