The Case for TDFs That Mix Active and Passive Management
PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active management due to outperformance.
Investing
Pressure Is Building to Consider Climate Change When Investing
Retirement plan fiduciaries, for now, should at least consider the role climate change will have on plan investments and vice versa.
Consider the More Conservative Investments Pre-Retirees Should Hold
With potentially lower future returns and low interest rates, plan sponsors should reexamine plan investments to help participants with retirement income.
How to Include Private Equity in DC Plans
Serge Boccassini, with Northern Trust Asset Servicing, explains how his firm has been doing so for 10 years.
Portfolios Face Rate Cuts, Trade Tensions and Elections
The combination of moderate growth and technological innovation will continue to suppress inflation, which in turn will bolster the global central bank easing cycle that is already well...
Do TDF Characteristics Impact Default Acceptance?
For plan sponsors making decisions about default investments, it’s important to understand the underlying drivers of participant behavior.
Will 2020 See Active Managers (Finally) Outperform?
After a decade of trailing their passive counterparts, active managers may benefit this year from an improved outlook for small cap stocks and potentially rosier conditions in emerging...
As Another Decade Opens, Appetite for ESG Remains Strong
The appetite for environmental, social and governance investing cuts across generations and genders.
Millennials Favor ETFs in Their SDBAs
They also have a larger portion of their portfolios in cash than other generations, according to Charles Schwab.
401(k) Investors Barely Touched Their Portfolios in November
Not only was it the lightest trading month so far this year, but there were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.
Sustaintable Portfolios Hold Their Own
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well...
10 Action Steps for DB Sponsors in 2020
Willis Towers Watson says the pension plan landscape is quickly changing, as returns will be lower while volatility is likely to increase.
Keys to Future Investing Success for Institutional Investors
Sources share what to look for in asset managers and investment products to reap the best investment outcomes.
Stable Value’s Role in a Diversified DC Plan Menu
Stable value funds can and do play an important role as an asset class alongside target-date funds, and they should also be the subject of sufficient deliberation.
PIMCO to Reimburse Investors for Fee Miscalculation
The firm found an advisory fee waiver in place on the PIMCO All Asset All Authority Fund was less than it should have been.
Institutional Investors Feel Braced for Whatever the Market Throws Them
They favor active management, most have turned to private markets, and nearly half are using scenario analysis to prepare portfolios for political risk.
Updating TDFs to Provide Better Retirement Income
Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Private Equity Could Boost DC Plan Participant Returns
Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
What DB Plans Can Learn From Insurance Companies
Insurance companies take on pension risk, so why wouldn’t DB plan sponsors take lessons from insurer’s investment strategies?
The Evolving Nature of TDFs
Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.