Tag: private markets

Experts say optimal allocations can help corporate defined benefit plan sponsors match their assets and liabilities.

An Invesco survey found defined contribution plan participants struggled to identify assets that counted as private markets.

Research finds modest gains from some private asset allocations while highlighting liquidity, valuation and governance challenges for plan sponsors.

Speakers discussed which private assets could best be incorporated into defined contribution plans and through what vehicles they should be...

The new framework will provide sponsors with a framework to create a ‘pension-like,’ customized target-date fund.

Plan sponsors can take a ‘measured risk’ approach to evolving their investment menus, according to one panelist.

According to the firms, the vehicles will support liquidity management, manager selection, portfolio construction and oversight.

Both firms introduced collective investment trusts designed to diversify exposure within professionally managed products and services.

Private market investments often include no agreed-upon yardstick for benchmarking performance or determining whether fiduciaries made the right comparison.

Lawmakers found bipartisan ground on retirement-plan and small-business financing reform, but split sharply over private markets, crypto oversight and risks...

WTW will provide investment and operational due diligence, as well as research support, for assets used in SEI’s investment vehicles.

Michael Miller will lead the company’s efforts to encourage defined contribution plans to consider adding private-market investments.

Private market investments at least warrant a look, according to speakers at the 2026 PLANSPONSOR National Conference.

The ranking Democrat on the House Committee on Ways and Means cited the ‘very concerning’ reports of redemption caps on...

The revisions would replace enhanced disclosure requirements set forth under former President Joe Biden.

Regulatory guidance alone is not enough for plan sponsors to succeed, according to Morningstar.

Experts at two Securities and Exchange Commission roundtable conversations warned that clearer disclosures on valuation, liquidity and fees are critical...

From a gated fund to increased redemption requests, experts say the investment class is facing its first major test.

As regulators prepare guidance, experts say ERISA’s prudence standard remains—but process, documentation and expertise matter more than ever.

The groups aim to advance education, research and policy discussions on the role of alternative investments within defined contribution plans.