Investing Archives | Page 9 of 189

Investing | October 12th, 2022

401(k) Trading in September Reflects Worst Month Since March 2020

Traders favored equities in the beginning of the third quarter as Wall Street posted gaining, but they preferred fixed-income funds in the quarter’s second half as stocks slid.

Investing | September 22nd, 2022

DC Plans Slow to Adopt ESG Options

Many plan sponsors remain hesitant to implement environmental, social and governance investing until the Department of Labor rules on the subject.

Investing | September 15th, 2022

Wilmington Trust Launches CIT Onboarding Tool

The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.

Investing | September 7th, 2022

August 401(k) Trading Sees 2nd Lowest Trading Month

The latest data from Alight Solutions show two above-normal trading days in August, with investors favoring equities during 13 of the 23 trading days.

Investing | September 6th, 2022

California Pension Fund Seeks to Halve Exposure to Carbon Emitters

CalSTRS will move 20% of its public equity portfolio to a passive, low-carbon strategy.

Investing | August 30th, 2022

Select 401(k) Balances Declined with Market in Second Quarter

According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 19% lower than a year ago.

Investing | August 24th, 2022

Florida Governor Bars State Funds From ESG Investing

DeSantis contends that applying climate and racial sensitivity to asset allocation could harm financial performance.

Investing | August 24th, 2022

Retirement Plans Outperformed the S&P 500 During a Volatile Second Quarter

401(k) savings rates remained near record levels.

Investing | August 9th, 2022

401(k) Trading Light in July Despite Market Gains

Stable value funds topped inflows, while most outflows were from target-date funds, according to Alight Solutions data.

Investing | August 9th, 2022

GOP Attorneys General Raise Fiduciary, Antitrust Concerns in Letter to BlackRock

August 4 letter to CEO Larry Fink seeks ‘clarification on actions that appear to have been motivated by interests other than maximizing financial return.’

Investing | August 8th, 2022

June Slump Causes $262 Billion Drop in U.S. Public Pensions’ Assets

Funded ratio for the 100 largest U.S. public funds fell to 74.0%

Investing | August 5th, 2022

Florida’s DeSantis Joins Other GOP Pols in Opposing ‘Woke Capital’

Governor moves to bar the State Board of Administration from adopting ESG-investing tenets.

Investing | July 29th, 2022

Preliminary Public Pension Investment Losses in 2022 Estimated at 10.4% on Average

Economic and geopolitical challenges significantly diminish last year’s gains.

Investing | July 15th, 2022

In-Plan DC Annuities and the Existential Plan Sponsor Question

Plan sponsors must consider life expectancy at retirement rather than what is projected at birth.

Investing | July 13th, 2022

401(k) Investors Favored Fixed-Income Funds in June

All but three days in the month had net trading flows going from equities to fixed income.

Investing | July 8th, 2022

Real Asset Allocations in Target-Date Funds

Real asset allocations are important for select plan participants.

Investing | June 23rd, 2022

Benchmark Properly for Access to Alternatives

After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution plans.

Investing | June 23rd, 2022

Growing Inclusion of Alts in DC Plans

Defined contribution retirement plans are incorporating alternative investments in custom target-date funds, and access to alternatives has increased thanks to white-label funds.

Investing | June 17th, 2022

Context Is Key To Weathering Volatile Markets

Investors are witnessing and adjusting to the end of a very long 'easy money' era.

Investing | June 14th, 2022

PSNC 2022: Decumulation Designs

One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they will live in retirement.