Sponsors Must Weigh Response To Record-Breaking Equity Markets
With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.
Investing
Argument for Auto-Enroll Emergency Savings
The idea is relatively simple: workers who do not yet have emergency savings will be directed to first fund a short-term savings account reserved for emergencies, before funding...
Active Managers Look to Distinguish Themselves With Multi-Asset-Class Products
Some are building proprietary investment models.
Several Factors Push Investing Into ETFs
EY says the move from active to passive investing is one of them.
Experts Push for Sponsor Courage When Offering In-Plan Lifetime Income
DOL leadership has stated explicitly that investments with lifetime income elements can be a prudent investment option in DC plans, even if not a QDIA.
Twenty-One Percent of Investment Managers Plan to Lower Fees
Today, only 69% of assets in retirement plans are in actively managed funds, down significantly from 84% in 1996.
Willis Towers Watson Redefines Pension Plan Investing Strategy for 2018
The consultancy identifies 10 investment-related terms rendered outdated by change.
OCIO Model Gaining Ground With Variety of Investors
Together, defined benefit (DB) plans and nonprofits continue to represent the majority of the assets under management of outsourced chief investment officers (OCIOs) polled by Cerulli Associates.
Institutional Investors See Eight Quarters of Positive Returns
Wilshire’s data shows this was the best one-year return since the year ending June 30, 2014; that year ended with a 15.51% median return and a third consecutive...
BMO Finds Demographic Differences in Investing Preferences
Respondents across all three generations cite saving and investing for retirement as their primary financial goal; however, Millennials are less inclined to buy and hold for the long...
Institutional Plan Sponsors Continue to See Uptick in Returns
A relatively large allocation to international equities in Public Funds helped them beat out returns for Corporate ERISA plans and Foundations & Endowments, according to Northern Trust.
NEPC Suggests Ways Pensions Can Boost Returns
NEPC says pension plan sponsors' expected returns are unrealistic.
TDF Concentration Is a Crucial Plan Sponsor Consideration
Across mutual fund and collective investment trust target-date products, the top-three managers own 62.6% of the market, while the top 10 account for 88.9%.
Fidelity Shares Lessons for Enduring Market Volatility
Baby Boomers’ average 401(k) account balance in June 2007 was $115,000, but those who continued to contribute to their account saw that balance grow to $315,000 as of...
Portfolio Reviews Remain Important Amid Low Volatility
While few if any investing professionals advocate for aggressive market timing, it is natural to ask the question of when the bull markets could cool—and how investors might...
Women Have Investment Approach That Aligns With Retirement Savings
When asked about the investment approach that best aligns with their retirement savings objectives, the top choice overall for 30% of women was a mutual fund with a...
CITs Experience Growth
“The primary source of growth can be explained by the fact that CITs often are priced lower as compared to mutual funds of similar strategies,” says an analyst...
A Few Tested Factors Can Explain Most Risks and Returns
The rapid move of big data has created many factor-based investment products, but institutional investors need to focus on only a few.
Boutique Consultants Want to Serve More Mid-Sized Plans
Choosing passive investments is a clear and simple way to reduce fees; however, choosing the fund with the cheapest expense ratio does not “equate to checking the fiduciary...
Sponsors Search for New Strategies to Shrink Plan Costs
Recordkeepers widely identify “reducing plan administration costs” and “maximizing participant savings” as the top two priorities for defined contribution plan sponsors; CITs are also a big focal point.