Investing
Institutional Investors Doing Something Different to Get Returns
Smart Beta Evolution Targets the DC Space
The potential for enhanced returns with reduced risks and costs would seem appealing to any plan sponsor, but what is really behind the label “smart beta,” and can...
Rates, Inflation and Uncertainty All Rise in 2017
CITs’ Lower Fees Seen as an Advantage Over Mutual Funds
Laddering Strategies Fit a Variety of Market Outlooks
Retirement Industry Prepares for Trump Policies
Experts weigh in on the lasting effects President Donald Trump’s cabinet—and the Republican-controlled Congress—could have on the retirement planning industry.
Plan Sponsors Must Carefully Look 'Under the Hood' of TDFs
Rise in Interest Rates Could Drive LDI Amid Market Challenges
Cerulli suggests the recent increase in interest rates following the election has sparked renewed interest in pension de-risking and liability-driven investing among institutional investors.
Investment Fees Should be a Focus for Not-for-Profit Health Care Organizations
Advisers to Push for More ETF Use in DC Plans
Funds Record Net Redemptions in December 2016
Can Adding Private Equity to TDFs Boost Performance?
Including private equity into the asset class mix of a DC plan participant’s TDF could generate additional savings of $484,168, according to a new study.
Uncertainty Tinges Optimism in 2017 Market Outlook
Sponsors Remain Cautious on Impact Investing and ESG
Experts ask whether plan sponsors will move towards impact investing in 2017.
Why Use Certain DC Investment Options?
Smart Beta Explains Institutional Asset Manager Outperformance
ESG Investing Momentum Grew in 2016
Moving into the New Year, plan sponsors may want to keep an eye on ESG funds, as they have seen substantial growth this year.
Choosing the Right TDF for Your Participants
Glide paths, investment management style and fees are all crucial to TDF selection in a changing market.