Retirement plan fiduciaries at Intel are accused of failing to properly monitor and evaluate “unconventional, high-risk allocation models” adopted within the company's custom target-date funds.
Tag: Alternative Investments
A Cerulli Associates report explains how different alternative investments can help a derisking defined benefit (DB) plan with liability hedging as well as risk-seeking.
The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy” or who “otherwise incorporate alternative investments within a comprehensive asset allocation.”
The appellate court sent a case over Intel's use of alternative investments in its target-date funds back to a lower court for review.
They also expect the bull market will end in the coming year.
Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.
A Willis Towers Watson report suggests large capital flows into certain squeezed portions of the private credit market are creating downward pressure on returns and upward pressure on risk.
Investors surveyed by Natixis cited strategies they've been using to diversify their portfolios.
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
The debate started when the American Council for Capital Formation published a sharply written report alleging that, as the group puts it, “CalPERS has prioritized relatively poor performing environmental, social and governance [ESG] investments at the expense of other investments more likely to optimize returns.”
Sixty-two percent say they need better tools to manage the risks associated with these asset classes.
Cerulli even expects environmental, social and governance investing to become "the baseline of how portfolios are constructed."
Some are building proprietary investment models.
The consultancy identifies 10 investment-related terms rendered outdated by change.