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...
Tag: active management
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?’
Employers Feeling More Responsibility in a Post-Pandemic Workforce
A BlackRock study found many plan sponsors are planning to add more automatic features, ESG options and active management strategies...
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Investment Product and Service Launches
Vanguard adds Sprucegrove to oversee value fund; Bloomberg incorporates MSCI's ESG ratings; and PFM introduces Stable Value Diverse Manager strategy.
Lessons From a Rare ERISA Excessive Fee Suit Dismissal
The complexity of retirement plan lawsuits often makes district court judges reluctant to approve early dismissal motions plaintiffs, but Salesforce...
More ERISA Plaintiffs Challenge Use of Active TDF Suit
A new lawsuit claims the defendants failed to compare the merits of active and index target-date fund suites managed by...
Use of Fidelity Active Management Funds Questioned in Court
Multiple lawsuits have been filed recently that question the offering of active management funds to retirement plan participants.
Lack of Index Funds Cited in Latest ERISA Lawsuit
The Oshkosh Corp. is accused of permitting excessive recordkeeping fees and inappropriately favoring expensive active management funds in its retirement...
The Case for TDFs That Mix Active and Passive Management
PIMCO says a mix of the two makes sense, especially assigning the fixed income portion of the portfolio to active...
ESG Access Among Active Management Opportunities in 2019
Asked about what Putnam has seen develop this year in terms of environmental, social and governance investing programs, and about...
Greater Use of Passive Funds Built Directly on TDF Popularity
Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity...
Active Managers Look to Distinguish Themselves With Multi-Asset-Class Products
Some are building proprietary investment models.
Twenty-One Percent of Investment Managers Plan to Lower Fees
Today, only 69% of assets in retirement plans are in actively managed funds, down significantly from 84% in 1996.