November 1st, 2017
Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.
August 3rd, 2017
The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to as low as 51%, according to an analysis by Callan.
July 20th, 2017
Wilshire launches VETS Index; Betterment sprouts SRI option for participants; and Deutsche launches Liquid Real Assets CIT.
July 12th, 2017
Slightly more than half of mega plan sponsors in Northern Trust’s book of business deploy custom target-date strategies.
June 29th, 2017
Goldman Sachs and Wisdom Tree introduce ETFs, and Manning & Napier and SEI roll out CITs.
May 30th, 2017
CIT assets have been increasing 14.4% a year, according to DST.
April 13th, 2017
“The wide range of private fund strategies can generate strong returns, provide diversification, reduce volatility, act as an inflation hedge, and/or deliver reliable income,” Cerulli researchers explain.
March 16th, 2017
These investment vehicles may pose pricing and regulatory advantages that could seem attractive to plan sponsors.
February 8th, 2017
CITs are slowing making inroads into retirement plans, and most experts say lower fees besides other advantages CITs offer, will spur more adoption.
January 12th, 2017
First Eagle to add retirement shares to mutual funds; BCM expands smart beta solutions; Conning unveils LDI pooled fund suite; and more.
November 17th, 2016
Charles Schwab Updates CTF Prices; Northern Trust Asset Management Strengthens Liquidity Solutions Team.
October 13th, 2016
MPI releases Target-Date Radar; Fidelity ETFs see another price reduction; New TDF Index released, and more.
October 6th, 2016
Franklin Templeton Investments rolls out actively managed ETF suite; AXA launches collective investment trust; BlackRock reducing
iShares ETF costs; and more.
October 4th, 2016
“I read your Ask the Experts regarding exchange-traded funds (ETFs) and 403(b) plans, but what about collective investment trusts? Are they permissible investments in 403(b) plans?”
September 29th, 2016
Jackson Square Partners offers mutual funds for institutional investors, Russell and Envestnet partner on new QDIA offering, and more.
June 2nd, 2016
Oppenheimer unveils new infrastructure fund; SEI adds Real Assets Multi-Strategy Fund to CIT; Morningstar ‘Framework’ Helps Glide Path Decisions, and more.
February 26th, 2016
CITs have been made more accessible for small to mid-size retirement plans.
February 18th, 2016
Brinker Capital Destinations has partnered with Guardian to deliver a new CIT-based qualified default investment alternative to retirement plan clients.
January 28th, 2016
S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.
January 11th, 2016
The index is the basis for the Endowment Collective Investment Fund (CIF), used by DC plans.