Investing

A significant regulatory concern is that banks should not simply “rent their charters” to third-party registered investment advisers seeking to use the bank’s status as a fiduciary to...

Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.

DCIIA provides potential next steps for defined contribution plan sponsors to incorporate alternative investments into their plans, with considerations for fiduciaries.  

One of the obvious and lasting appeals of multi-asset-class portfolios such as TDFs is their potential to provide retirement plan participants with a smoother ride when markets are...

One prominent chief investment officer foresees a “tug of war between a good earnings tailwind and a modest valuation headwind,” likely resulting in substantial volatility for institutional investors. 

The Department of Labor’s supplemental statement is a tonal shift rather than a substantive change that reflects the continuing courtship for defined contribution plans and private equity investments.   

Protecting funded status, addressing inflation, adding value and more—all should start with setting objectives.

Concerns about climate change and natural disasters are spurring fresh interest in environmental, social and governance investing.

The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and strong returns for many institutions.

Few institutional investors are making dramatic allocation changes for next year, but most will make tactical moves that reflect the new realities of the COVID era.

A new report suggests defined contribution plan investors have grown more sophisticated in their knowledge of the real estate asset class and many are looking closer at asset-level...

Asset managers polled by Cerulli Associates reported trends they see for DC plan investments.

Asset managers surveyed are also incorporating ESG factors into their investment processes. Meanwhile, a survey of individual investors indicates the use of ESG investments by plan participants could...