Using Alternative Investments to Diversify DC Participant Accounts
How alternatives can help, and a suggestion for how to include them in DC plans.
Investing
Investors Shun U.S. Equity Despite Its Return
International Equity funds led inflows again in July, according to Strategic Insight.
A Summer Lull in Participant Trading
Trading activity was light within 401(k) accounts last month, according to Aon Hewitt.
Managing Retirement Plan Participants’ Reactions to Volatility
Experts counsel plan sponsors to rely on their advisers to set reasonable expectations for market volatility.
TDFs Continue Growth as Target-Risk Funds Lose Assets
In the second quarter, target-date funds experienced $19.3 billion in positive inflows, while target-risk funds saw aggregate outflows of $2.9 billion.
Heavy Allocations to Fixed Income Hurt Corporate Pensions
Corporate ERISA plans returned -1.6% at the median in the second quarter, according to Northern Trust.
Addressing Liability But Maintaining Growth With Alternatives
Growth without the drawdown risk in a defined benefit plan? Alternatives may be an answer, some experts say.
Annuitization Costs Dropped During Q2
A BlackRock analysis finds the cost of future retirement income dipped in the second quarter—the first substantial quarterly drop since at least 2013.
TDF Customization Adds Considerable Complexity
We’ve all been told time and again: just because we can do something doesn’t mean we should. It’s a lesson worth particular emphasis for plan sponsors considering custom...
Investment Product Development Is Changing
Evolving asset allocation strategies are making existing investment product sets less relevant, according to research from Casey Quirk.
ESG Portfolios Outperform Broad Market Indices
Environmental, social and governance investing has great value, Calvert attests.
International Equity Tops Fund Flows in June
International equity offerings attracted nearly $25 million for the month.
Expect at Least $1T Demand for Custom Investments
The market for investment services devised to meet specific institutional client objectives will grow by more than $1 trillion over the next five years, predicts global analytics firm...
Pension Funds Top Alternatives Investors
And real estate is the most popular alternative asset class for pensions, a survey shows.
Active Management Important to Investors
Professional U.S. investors say protecting capital in down markets is one of the most important considerations when selecting an active manager.
Institutional Investors More Cautious About Alternatives
Meanwhile, advisers are more enthusiastic about alternative investments, a survey finds.
Retirement Shortfalls and Cooler Markets
Why are older Americans’ retirement income shortfalls everyone’s problem?
There May Be a Place for Alternatives in DC Plans
A typical 60/40 equities/fixed income portfolio may no longer fit the bill, OppenheimerFunds says.
Why Institutionalize Your DC Plan Investments?
Why wouldn’t investment approaches used in DB plans to enhance returns and keep costs down be appropriate for DC plans?
Assessing Equities After Whirlwind Decade
Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?