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InvestingFebruary 11, 2016

Cerulli Reports Investor Moves Away from ‘Pure Beta’

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s forward-looking institutions are seeking more than “pure beta.”


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The 2015 Retirement Plan Adviser Survey examines advisers’ favored fund families and specific mutual funds for their retirement plan sponsor clients, as well as their evaluations of recordkeepers.

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inside the magazine November/December 2015

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ComplianceFebruary 09, 2016

President Obama’s Budget Docs Reveal Serious MEP Focus

The newly emerged text of President Obama’s 2017 budget proposal includes hundreds of millions of dollars in proposed funding over the next decade to encourage wider use of multiple employer plans and related approaches to workplace retirement savings. 

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InvestingFebruary 04, 2016

Beware of ‘Partial’ TDF Users

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

InvestingFebruary 02, 2016

TDFs Continue to Breed Investor Confidence

Target-date fund investors are absorbing the lesson that both passive and active investments can play a role in retirement portfolios, according  to new research from Voya Investment Management.