Enthusiastic ESG Investing Measured Among U.S. Institutions
Continuing a trend that began in 2012, criteria related to climate change and carbon emissions remained the most important environmental issue for U.S. institutional investors.
Investing
Consider Who Will Select It When Choosing a Retirement Plan Default Investment
A retirement plan’s default investment could have drawbacks for some employees.
ICI Makes Recommendations for Improved Investment Disclosures
ICI created a prototype of a recommended summary shareholder report, tested it, and found the majority of investors agreed that the more concise document made it easier to...
Portfolio Implications of Technological Acceleration
Faced with “growing obsolescence risk,” PGIM says there are two concrete steps that institutional asset owners should consider.
U.S. Demand Grows for ‘Safe ESG’ via Fixed-Income Vehicles
There is still not very much discussion in the U.S. about fixed-income investments pursuing ESG themes, according to BlueBay Asset Management’s My-Linh Ngo, but there are some compelling...
Stable Value Funds Expected to Prevail Despite Short-Term Interest Rates
While money market funds may look more appealing in the short run, this is not expected to last.
The Endowment Index is Up 0.92% Year to Date
It posted gains of 2.04% in the third quarter.
ETF Costs, Liquidity in Focus for Institutional Investors
A new white paper offers a few important warnings for institutions thinking about using ETFs and trying to understand ETF liquidity relative to other investment vehicles.
U.S. Institutional Investors Changing Views of ESG Investing
A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha and risk mitigation, and more institutional investors overall...
Real Assets Recommended for Public Pension Plans
J.P. Morgan Asset Management says they reduce volatility and increase returns.
Institutional Investors Increase Use of ESG Investing
Forty-three percent incorporate ESG factors, up from 22% in 2013.
Arnerich Massena Makes Economic Case for ESG Investing
Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet the needs of their customers in a sustainable...
Millennials Add More to ETFs than Other Generations
A Charles Schwab self-directed brokerage account (SDBA) report found that Gen Xers and Baby Boomers allocated less to their exchange-traded funds (ETFs) than the younger age group.
LGBTQ Retirement Savers Need to Invest More Conservatively
Stock market volatility and a major downturn in the stock market seem worrisome for the LGBTQ community as people approach or live in retirement. MassMutual suggests adviser conversations...
Trade War Effects on Retirement Plans
What plan sponsors should consider as trade wars intensify.
Plan Sponsors Need the Right Motivations for Choosing ESG Investments
Political motivations and investor recommendations can result in choosing a low-performing investment for a retirement plan.
Analysis Finds Shift Away from U.S. Equity in Favor of Other Asset Classes
Corporate plans have significantly increased their U.S. fixed income allocation, while public plans have used the funds from U.S. equity and placed them into alternatives, Investment Metrics finds.
Rising Short-Term Interest Rates Can Benefit Retirement Investors
Higher short-term rates translate into additional income for investors from their bond portfolios, and their fixed-income allocation should provide greater ballast for the more volatile equity component of...
How to Talk Through Volatility with Plan Participants
It is also important to keep participants’ eyes on the longer term, says Frank Pape, director of consulting services at Russell Investments in Seattle. If participants are experiencing...
How Sponsors Can Offer Guaranteed Lifetime Income
One option is through a profit sharing plan that invests the money in an annuity once a participant retires.