DCIO Execs Talk ‘Battle-Tested’ Investment Process
TIPs, emerging market equities and commodity-oriented investments are seen as safe hedges right now.
Talking Taxes, Inflation and Bucket Strategies
529 Awareness Is Low—And Stagnant
Despite a lack of knowledge about the accounts, experts say the potential for growth in these products is high.
401(k) Investors Reach Highest Level of Equity Exposure Since 2001
Alight attributes this increase to a rising stock market and steady trades into equities.
Research Says Lack of Attention by Investors Helps TDF Managers Sacrifice Returns
Academics say "low-attention" investors let TDF managers favor their own families of funds at the expense of performance.
How Advisers Can Evaluate Stable Value Investments
Once They Catch On, PEPs Could Grow Exponentially
A New Telling of the Story of Persistent Inequality
Institutional Investors Look to Strengthen Portfolios With Alternatives, Multi-Asset Approaches
Interest in ESG investing continues to grow, but many investors want proof of its alpha.
Adviser Op-Ed: The Case for Custom Default Investment Solutions
Adviser Op-Ed: The Next Generation 401(k) Plan
Data Points: Customization and the QDIA
Industry Views on Customized TDFs, Managed Accounts
Upcoming Webinar: ESG and ERISA Plans
We will discuss how asset managers are putting environmental, social and governance investing themes to work. Particular attention will be paid to the regulatory environment and the potential to pursue greater investment returns by seeking out companies with higher ESG ratings.
Despite Reservations, Sponsors’ Interest in Annuities is Growing
Advisers should be educated about annuities and how to analyze them to help plan sponsors decide the best products to use.
$35 Trillion in Retirement Savings Tells a Tale of Two Economies
Retirement plan balances have never been higher, fresh data from the Investment Company Institute shows, yet many millions of Americans are unable to participate in the growth.
Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to fuel the trend, from increasing market complexity to the emergence of new regulations.
Some Experts Foresee ‘Supercharged’ Recovery Coming
Sources say 2021 was already coming together as a year of very strong economic growth, and with the passage of an additional $1.9 trillion in fiscal stimulus support, a broad-based recovery could come sooner than later.
What Should Advisers Focus On in a New Market Environment?
After the challenges of 2020’s volatile market, financial advisers should learn how to approach any future obstacles with their clients.
Recent Strong Returns Make the Future More Challenging, J.P. Morgan Says
The asset management firm points to the importance of increasing savings and diversification as two ways to counteract potential lower returns.