Wednesday, January 19th, 2022 A biweekly topical newsletter from PLANSPONSOR DC Plan Investing Data, trends and education about defined contribution (DC) plan investing. Investing What the 2022 Investment Markets May Bring 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.  Investing Practical Implications of DOL’s Latest Private Equity Statement 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.    Investing Real Estate Investments Increasing in DC Plans 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 and manager performance. Inside Angle ESG for Fiduciaries DOL proposal gives green light to ESG investing. Investing CITs, Retirement Income Products and ESG Investing Poised for Growth Asset managers polled by Cerulli Associates reported trends they see for DC plan investments. Investing A Two-Step Approach to ESG Investment Analysis 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 leaders or “improvers” within each asset class. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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