Tag: Risk Mgmt

Should Retirement Investors Shun Equity?

A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but the real lesson is about diversification, not dumping stocks. 

Sponsors Use ESG to Incent Greater Savings

Natixis research sees “plenty of potential” to incorporate strategies that consider ESG criteria to incent younger investors to increase their participation in company-sponsored retirement plans.

TDF Market Evolution Improves Product Choice

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds, “despite reports of plan sponsor unbundling trends.”

Institutions Want Assets To Work Harder

“That is at the top of our clients’ agendas, be it through reducing costs, adding diversity or creating bespoke solutions in a much more thoughtful way than in the past,” one provider suggests.