Institutional Investors Set Principles for Firearms Industry
They are focused on reducing risk, which Connecticut State Treasurer Denise L. Nappier says is a priority for institutional investors...
Tag: retirement plan investing
Justice Department Sues UBS Over Alleged RMBS Misrepresentations
The agency contends the alleged actions by UBS related to residential mortgage-backed securities contributed to the 2008 financial crisis, but...
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Investment Product and Service Launches
The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF.
Institutional Investors Maintain Positive Performance in Q3 2018
BNY Mellon says higher allocations to U.S. equity drove outperformance as U.S. fixed income sustained its streak as the lowest...
Despite De-risking Concerns, Global Equity Remains Important to Retirement Plans
Fifty-five percent of U.S. investors have their global equity allocation in active, alpha-seeking strategies, and the planned allocation to these...
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Vanguard Offers Guide to Evaluating TDFs
The guide provides a checklist for periodic reviews, key questions to ask and items to consider.
New York AG Accuses Exxon of Misleading Investors About Climate Change Risk
The New York State Common Retirement Fund and the New York State Teachers Retirement System hold Exxon shares with a...
ICI Makes Recommendations for Improved Investment Disclosures
ICI created a prototype of a recommended summary shareholder report, tested it, and found the majority of investors agreed that...
Retirement Planning Isn’t Just About Saving
During National Retirement Security Week, industry sources remind plan sponsors that education should include all factors in the realm of...
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Investment Product and Service Launches
PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer...
Stable Value Funds Expected to Prevail Despite Short-Term Interest Rates
While money market funds may look more appealing in the short run, this is not expected to last.
Fidelity Faces Another 401(k) Self-Dealing Lawsuit
The lawsuit not only calls out Fidelity’s use of all proprietary funds in its 401(k) investment lineup, but also accuses...
U.S. Institutional Investors Changing Views of ESG Investing
A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha...
Company That Acquired DST Systems Sued Over Profit Sharing Plan Investment
As in a previous lawsuit, the complaint questions the fiduciary prudence of investing profit sharing plan assets in the Sequoia...
LGBTQ Retirement Savers Need to Invest More Conservatively
Stock market volatility and a major downturn in the stock market seem worrisome for the LGBTQ community as people approach...
Trade War Effects on Retirement Plans
What plan sponsors should consider as trade wars intensify.
Plan Sponsors Need the Right Motivations for Choosing ESG Investments
Political motivations and investor recommendations can result in choosing a low-performing investment for a retirement plan.
Analysis Finds Shift Away from U.S. Equity in Favor of Other Asset Classes
Corporate plans have significantly increased their U.S. fixed income allocation, while public plans have used the funds from U.S. equity...
Judge Moves Forward Some Claims in M&T Bank Proprietary Funds Suit
Several defendants, including M&T Bank and certain Wilmington Trust subsidiaries were found not to be fiduciaries and dismissed from the...
Participants Need to Understand Market Cycles
The record bull market may cause retirement plan participants to be overly confident, but they need to understand market cycles...