Investing

U.S. Market Index Records Offer Food For Thought

Few retirement plan investors may actually mirror their portfolios to a U.S. total market index—but there are still some important implications to be found in the record-setting performance of the Wilshire 5000, beyond the relative growth of small-cap and large-cap.

More Institutional Investors Seeking OCIOs

OCIOs are gaining momentum with health and hospital systems, defined contribution (DC) plans, public defined benefits (DB) plans, family offices, and sovereign wealth funds, as institutions face myriad investment-related, operational, and regulatory challenges, Cerulli Associates says.

Church Pension Group Argues DB Bests DC

The group also says the primary motivation of most corporations in eliminating defined benefit plans has been to improve both the level and predictability of their quarterly earnings; it has not been to provide a superior benefit to their employees.