Wednesday, November 3rd, 2021
A biweekly topical newsletter from PLANSPONSOR
DC Plan Investing
A newsletter for defined contribution (DC) plan sponsors, spotlighting data, trends and education about DC plan investing.
Rethinking Target-Date Fund Risk
John Ruth, with Build Asset Management, says low fixed-income returns and a need for more customization calls for more evaluation of and new solutions for target-date fund investments.
Managed Accounts and Target-Date Funds Are Not a Zero-Sum Game
David M. Blanchett, with PGIM DC Solutions, discusses how offering both TDFs and managed accounts in a retirement plan reduces the number of participants who self-direct investments.
DOL Proposes New Rule on ESG Investing in Retirement Plans
The agency says the proposal seeks to emphasize that climate change and other ESG factors can be financially material and that considering these elements can lead to better long-term risk-adjusted returns.
US SIF Releases Tips to Implement Sustainable Funds
As more participants express an interest in ESG investing, US SIF recommends steps plan sponsors can take to add the investments to retirement plans.
New Report Shows Where Active Managers Struggle
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 cap segments.
Considering the Arguments for and Against Actively Managed Funds in DC Plans
The debate continues following a recent publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’
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