Tag: alternative assets

The court upheld the decision of a New York district court, ruling that the pension plan's investment strategy did not...

The commissioner said defined contribution plans should diversify beyond public securities aligning with the August executive order spotlighting inclusion of private assets in retirement plans.

The Securities and Exchange Commission intends to focus on scrutinizing recommendations made to older investors and retirement savers.

'Our differences make the difference,’ according to Allspring’s 2025 retirement study.

The asset class is less well understood than private equity and private credit, and it is more commonly found in...

A panel of retirement and investment professionals stated during a webinar that private assets can be included in defined contribution...

Highlighted action items include planning for a new restatement cycle; anticipating guidance on alternative investments; and documenting decisionmaking.

Nine Republican members of the House Committee on Financial Services published a latter to the agency requesting quick guidance.

Carrington will lead the firm’s efforts to accelerate its adoption of alternative asset classes and products for the defined contribution...

Despite the purported interest, few expect they soon will have access to the alternative investments.  

New guidance is unlikely to lead to a swift increase in adoption, but a safe harbor looks like the only...

The order directs the Labor Department, Treasury and SEC to reexamine guidance around alternatives, including cryptocurrency, in retirement plans to...

The analysis urges plan sponsors to incorporate private credit into defined contribution plan investments, particularly target-date funds.

The agency has previously raised concerns about risks of the traditionally institutional asset class.

Plan fiduciaries were accused of breaching their duties of prudence by investing some of the retirement plan’s assets in hedge...

The firm is joining forces with several private investment fund managers and custodians to bring private investments to managed accounts...

In his annual chairman’s letter, Larry Fink wrote about the benefits of infrastructure investment in an attempt to ‘cut through...

According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...

KKR Income Opportunities Fund Q3 2023 investor recorded webinar now available; Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF;...

Haase joins small business retirement plan provider; Vestwell hires Farmakis; PGIM appoints Carlino to newly created role; and more