Investing

One reason DC plans are outpacing DB plans in terms of ESG adoption has to do with a difference in pressing priorities, rather than doubts among DB plans...

Morningstar warns that the distinction between "active" and "passive" target-date series has become more muddled in recent years.

As more marketable obligations—such as those for in-pay retirees—are transferred to insurers, residual DB plans will have unusual and idiosyncratic features that make them more difficult to manage,...

An institutional investment approach uses outcome-oriented investments, broad asset class diversification, best-of-breed investment management, a thoughtful mix of active and passive strategies and are vehicle agnostic, a report...

While not a new concept, materiality is essential to efficiently integrating ESG factors into the investment process; it all boils down to being able to determine which ESG factors are...

There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan's participants.

The expense ratios 401(k) plan participants incur for investing in mutual funds have declined substantially since 2000, Investment Company Institute data shows.

Panelists discussed recent trends with asset allocation vehicles, and how plan sponsors can help participants comprehend what it all means.

How Hearst Corp. followed a prudent process to choose its qualified default investment alternative.

Many people are unaware of their triple tax advantages, that balances can be carried forward and that the money can be invested.

“[When] investors commit to consistent investment regimes, investor returns are strong and the gaps are often positive," Morningstar says.

Vanguard says it periodically reviews its investment menu

Vanguard believes it’s an important part of due diligence to consider custom options.

Data from Morningstar demonstrates variable annuity net assets fell 1.6% to $1.95 trillion during the first quarter of 2018, versus fourth quarter 2017 net assets of $1.99 trillion;...

According to Jake Tshudy at SEI, “An actuarial valuation approach akin to a DB plan is the best strategy to determine if a TDF series has the appropriate...

Target-date fund designs should take into account the risks retirement plan participants face—how to correlate and corral the evolving sources of market, event, longevity, inflation and interest rate...

Given some of the strong language used to warn retirement plan fiduciaries against placing other interests ahead of the financial benefit of their participants, the latest DOL bulletin...

A global bond allocation hedged for currency risk can result in greater risk-adjusted returns than an allocation to local-only bonds, a report says.

There is some lingering uncertainty about the role of smart beta institutional investing, as more than 50% of asset owners in the U.S. say they remain uncertain on...