Investing

“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.

Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective investment trusts (CITs) have been increasing, while target-date...

Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to protect funding levels; they suggested liability-driven investing is...

It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index. 

Between nearly doubled investment returns, stable contributions and cost-effectiveness, the "2018 NCPERS Public Retirement Systems Study” shows an increase in pension funding.

“Equity exposure weighed on plan performance in the fourth quarter,” says Jason Schwarz, president, Wilshire Analytics and Wilshire Funds Management.

“Fixed income was something of a safe harbor in the fourth quarter, and Corporate ERISA plans benefited from larger allocations to bonds,” says Bill Frieske, with Northern Trust.

Research from the Center for Retirement Research (CRR) at Boston College also suggests public defined benefit (DB) plan return assumptions are on the optimistic end compared with those...

Based on the ERISApedia.com Market-Based Portfolio Model, the optimal number of investment categories is between 12 and 20.

Among other things, the consulting firm says investment committees should have stated goals, and retirement plan investment lineups should meet the needs of different types of investors.