Investing

One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the words of one researcher, “getting trampled.”

Whether structured as a hybrid QDIA or not, experts agree managed accounts can be complementary to TDFs in a DC plan’s investment menu.

In order to preserve capital and protect participants from longevity risk, plan sponsors intend to put a bigger emphasis on fixed-income strategies.

Larger plans are taking the lead in moving away from proprietary TDFs, and research shows plan sponsors are also moving to CIT TDFs.

According to Manning and Napier survey data, as many as 27% of participants say they have actually proactively opted out of a TDF auto-enrollment at least once, because...

Even though several funds see major outflows following highly-publicized management changes, Morningstar argues this tweak rarely effects fund performance.

The total cost could be $7.3 billion over the next 30 years, the institute estimates.

One ERISA attorney says he is encouraged by recent ESG product development in the DC space that is “about so much more than screening out stocks.”

According to a new report by Dreyfus, younger investors are more likely than older ones to reevaluate their investing approach in light of a changing investment environment.

Among fund types, hedge funds saw the biggest drop in 2016.

For several American Millennials, the Great Recession of the past decade has molded how they feel about investing and saving for the long-term.

Slightly more than half of mega plan sponsors in Northern Trust’s book of business deploy custom target-date strategies.

The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number of securities has sharply declined.

Historically, financial instruments, such as mortgage-backed securities, credit default swaps, complex bonds and other derivatives, have been difficult to value, which has the potential to adversely impact markets...

Hedge funds have been producing low returns, but slightly less volatility, while other alternative investments are associated with more volatility, a study found.

Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced chief investment officer services.

Long-horizon investing can generate up to a 1.5% premium on returns, according to a Willis Towers Watson study that modeled pension plan investment practices.

Many say they are not provided the information from their adviser or provider.

Since the financial crisis of 2008, transparency has grown in importance among asset managers dealing with alternative investments, but there is a lack of consensus about how to...

PGIM says a one-size-fits-all classification of emerging markets will become obsolete.