Hartford Funds expands fixed income ETF suite; Sage releases ESG Intermediate Credit Index; ICMA-RC opening investments to private sector.
The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market returns for the year thus far.
Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.
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.
In order to preserve capital and protect participants from longevity risk, plan sponsors intend to put a bigger emphasis on fixed-income strategies.
According to Manning and Napier survey data, as many as 27% of participants say they have actually proactively opted out of a TDF auto-enrollment at least once, because they feel they have the ability to make decisions for themselves.
Brett Wander and Jake Gilliam of Charles Schwab say plan sponsors should consider re-examining their TDF fixed-income allocations, with an eye toward identifying potential heightened downside exposure risk.
Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.
PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.
Plan sponsors can help participants make sure they have a plan in place to retire on time, and also to help them visualize what that life may look like.
Fixed-income investments play a crucial role in overall target-date fund performance, but a new report suggests plan sponsors spend far more time thinking about the equity side.
Since the end of the financial crisis, in March 2009, the median total equity program in the Northern Trust Universe has had an average annual return of 14.3%—a figure expected to drop in the next decade.
Populism is challenging globalism and creating new tail risks; concerns about low growth are giving way to concerns about inflation.