J.P. Morgan Asset Management says participants with a 10% exposure to real estate can expect a 10% greater ending balance at retirement.
Knowing how each type of investing works, as well as their advantages and disadvantages, can help retirement plan sponsors construct appropriate investment menus.
Clarification on the final rule is expected at some point in the first half of 2021, experts say.
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if so, which types of annuities meet those needs.
President-elect Joe Biden’s proposals on climate change and sustainability, indicate it is likely that the new administration will issue guidance on ESG investing in the next four years.
Performance history is not the best way to choose the right actively managed funds, and fees should be scrutinized.
Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds, asset managers suggest.
Interest rates were already stuck at stubbornly low levels even before the outbreak of the coronavirus pandemic, and the federal government has since signaled a commitment to accommodative...
Diversification is a focus for fixed income investments, and experts shared thoughts about strategies during a roundtable event.
The pandemic, monetary policy and politics converge to drive changes to equity and fixed income allocations.
Investment experts say it provides diversification and the potential for better outcomes, and it can provide fiduciary protection for plan sponsors.
Measuring the materiality of each factor and considering the changes that have occurred in 2020 are important, according to speakers at DCIIA's Academic Forum.
While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider in the current environment.