The first step involves choosing an optimal mix of asset classes based on traditional measures of risk and return, and the second involves tilting the portfolio toward ESG...
Fixed income is important for defined benefit plans and defined contribution plan participants, so how can plan sponsors incorporate investments focused on sustainability?
Following the long stretch of market gains despite the pandemic, investors are worried about retirement risks and more of them are showing interest in protection products.
The authors of a new report from S&P Dow Jones Indices say it is worth taking a moment to delve deeper into performance differences across actively managed market...
There’s little evidence of the practice among sustainable investments, says S&P, as investors increasingly want proof an investment is doing what it claims and is not just a...
Experts discuss how to conduct climate-change analysis and whether such an inquiry is a fiduciary duty, as forces are aligning in support for greater inclusion of such analysis...
At a recent PLANSPONSOR webinar, investment experts reviewed market performances throughout 2021 so far and key rules for plan sponsors to follow with investment lineups.
They tend to sell off during downturns, but, researchers say, if they remain invested even for a few years, they can recoup their losses due to the funds’...
With PBGC dictating interest rate assumptions and permissible investments, there are steps plan sponsors should take to make the relief work as intended.
The Pension Research Council recommends that pension plan sponsors develop processes to identify, measure and manage environmental, social and governance-related downside risks.
Panelists discussed what fiduciaries should consider when rounding out their investment selections and how to determine whether the investment fees their participants are paying are reasonable.
A PSNC session explored participant demand for retirement income, the types of guaranteed solutions available and a process for evaluation and implementation.