How and Why to Simplify DC Plan Investment Menus
Simplifying a defined contribution (DC) plan’s investment menu could encourage more employees to participate in the plan, sources say.
Tag: active investing
Active TDFs Offer Advantages for DC Plan Participants
Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return risk for defined contribution (DC) plan participants as reasons to consider them.
Trend in TDF Move to Passive Management Continues
Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective investment trusts (CITs) have been increasing, while target-date series that invest in actively managed underlying funds saw their market share fall.
Advisers See a Place for Both Active and Passive Investing
Their No. 1 objective for client portfolios is downside risk protection
Scorecard Shows Mixed Results for Active Fund Managers
Steve Deschenes, product management and analytics director at Capital Group, says, “The active-passive debate is an industry discussion which distracts investors from what can have a real impact on their portfolios.”
Several Factors Push Investing Into ETFs
EY says the move from active to passive investing is one of them.