Investing

An analysis from Morningstar suggests monitoring defined contribution (DC) plan fund menus can have a positive impact on performance, and investment management providers weigh in on how to...

In his experience leading Principal’s retirement income solutions business, Sri Reddy says, the No. 1 thing people get wrong about annuities is to say that purchasers of such...

Tontines are a type of historical annuity structure that was first put into well-documented practice as far back as the 1600s.

One firm, for example, plans to soon roll out multiple additional products to complement its two existing ESG-labeled strategies—next will come ESG approaches to global equity and global...

Nearly 90% of the days in the quarter saw net trading activity favor fixed income, according to the Alight Solutions 401(k) Index.

Two separate reports suggest that public pension plans’ strict adherence to target allocations and corporate pension plans’ focus on bonds and de-risking their portfolios may be hindering potential...

In recent years, hedge funds have not assumed sufficient risk to deliver attractive performance, but Willis Towers Watson suggests new approaches they can take to remain relevant.

Performance is not sacrificed by investing in environmental, social and governance (ESG) investments, and plan sponsors and participants can align their financial goals with their values, a white...

The Defined Contribution Institutional Investment Association has issued a first-of-its-kind report about allocations in custom target-date funds (TDFs), and while plan sponsors' data is aggregated for the report,...

“A big driver of the 2018 buy-out sales was a combination of mid- to large-PRT deals,” says Eugene Noble, research analyst, LIMRA Secure Retirement Institute. “We also saw...

Fidelity finds some difference between how larger and smaller institutions plan to diversify.

Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return risk for defined contribution (DC) plan participants as...

While target-date funds (TDFs) are intended to automatically diversify retirement plan participants’ portfolios, Vanguard found nearly one-third mix TDFs with other investments and “are pursuing what appear to...

“Growing emphasis on financial wellness, concerns about lack of retirement income options within employer-sponsored plans, increasing customization for the participant, and fiduciary concerns could spur additional growth in...

Cerulli Associates found fee sensitivity and the notion that environmental, social and governance (ESG) investing entails a trade-off in performance are two broadly applicable headwinds to ESG adoption.

Mutual funds held the highest percentage of participant self-directed brokerage account (SDBA) assets, according to Charles Schwab.