Investing
ESG Means More Than Negative Stock Screens
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.”
Investor Habits Differ Across Generations
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.
One-Third of Alternative Investment Assets in Pension Funds
Millennial Investors Overshadowed by Memories of ’08 Financial Crisis
For several American Millennials, the Great Recession of the past decade has molded how they feel about investing and saving for the long-term.
Mega Plans Split on Custom TDFs
Diversification Has Decreased at the Market Level
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.
AICPA Proposes Framework for Valuation of Certain Financial Instruments
Public Pensions Should Weigh Pros and Cons of Alternative Investments
ERISA Plans Require Strong Subadvisory Due Diligence
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.
The Case for Long-Horizon Investing in DB Plans
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.
Investors Skeptical of 401(k) Performance Data
Transparency A Growing Concern for Alternative Investing
Investors Urged to Reconsider Emerging Market Investing
Sponsors Use ESG to Incent Greater Savings
Natixis research sees “plenty of potential” to incorporate strategies that consider ESG criteria to incent younger investors to increase their participation in company-sponsored retirement plans.
401(k) Mutual Fund Fees Continue Downward Slope
The average price to invest in mutual funds through 401(k)s has been dropping since 2000, according to research by ICI.
PSNC 2017: Educating Investment Committees
PSNC 2017: Retirement Income Products and Solutions
PSNC 2017: Trends in Fund Lineup Construction
Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.