Only 21% of advisers surveyed reported feeling very well informed about responsible investing strategies, and the survey found accessing ESG data is a challenge for advisers.
The median investment management fee charged to retirement plans is 38 basis points, according to the Callan Institute.
Willis Towers Watson outlines 10 ways sponsors need to modernize investment focus for their pension plans.
However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.
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.
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.
Pension funds have benefitted strongly in the last quarter—and the last several years—from strong stock market performance.
New research from BMO Wealth Management underscores the role psychological biases can play in shaping people's approaches to financial planning throughout their lives.
Public Funds gained 3.6% at the median in the second quarter, slightly ahead of Corporate Employee Retirement Income Security Act (ERISA) plans, at 3.2%, Northern Trust data shows.
The drivers behind a target-date manager offering open architecture most commonly include the belief that participants benefit from asset manager diversification and the need to outsource allocations to access best-in-class strategies, Cerulli reports.
One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.
However, Fidelity Investments found that 25% of investors have switched to more conservative investments since 2007.
Personal Capital’s analysis of investing account fees offers important perspective about the long-term impact of management expenses on wealth generation.
LPL’s senior market strategist highlights an interesting upcoming equity market performance record—the S&P 500 going 33 consecutive sessions without a 0.5% daily decline.
By year-end, Sway Research projects that DCIO assets will rise 13% to top $3.8 trillion.
The firm looks at a plan’s demographics and creates a glidepath that both controls for and seeks out risk.
One of the most common stereotypes women investors face is low appetite for appropriate investment risk, but their investment preferences suggest otherwise, according to a survey.
Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.
Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with 27% in 2009.
Participants age 50 and older need more personalized advice, advisers say.