Tag: risk management

The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number...

The company will be purchasing a group annuity contract from Prudential.

Natixis research sees “plenty of potential” to incorporate strategies that consider ESG criteria to incent younger investors to increase their...

Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.

The aging of the workforce is not just a U.S. phenomenon—and the global trend will impact investment returns for a...

Best practices for financial institutions that sponsor defined benefit plans.

Even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking.

This includes pre-funding, terminations and buy-outs, according to Mercer.

“The wide range of private fund strategies can generate strong returns, provide diversification, reduce volatility, act as an inflation hedge,...

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds,...

New mortality tables mandated by the IRS will go into effect in 2018, and PBGC premiums will only go up...

President Trump’s infrastructure spending proposal and other pro-growth economic strategies could have a positive effect on real assets if they...

GMO looked at the performance of various TDF factors over a 40-year period to help guide TDF selection.

“That is at the top of our clients’ agendas, be it through reducing costs, adding diversity or creating bespoke solutions...

The potential for enhanced returns with reduced risks and costs would seem appealing to any plan sponsor, but what is...

For income-focused investors utilizing bond ladders, a gradually rising rate environment leads to durably higher spending ability over the lifetime...

Experts weigh in on the lasting effects President Donald Trump’s cabinet—and the Republican-controlled Congress—could have on the retirement planning industry.

With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to...

Cerulli suggests the recent increase in interest rates following the election has sparked renewed interest in pension de-risking and liability-driven...

J.P. Morgan suggests ways retirement plan sponsors can help participants improve outcomes in a low-return environment.