While often spoken about as a new or emerging phenomenon, the practice of building portfolios that address environmental, social and governance concerns goes back to the late 19th century.
Investors remain wary of the equity market’s volatility, as no trading days in May exceeded three times the average.
Fixed annuity sales rose 14% in the first quarter, with all fixed products except income annuities recording positive growth.
Investors limit reactionary trades despite equity markets posting their worst month in two years.
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about the remainder of the year.
The plan sponsor immediately checked with its plan adviser to know if there was any potential cryptocurrency exposure.
Identifying companies with positive ratings is not enough, experts agree, as companies’ financial positions must also be considered.
The first quarter was busy for investors despite March’s market rally.
Advisers must monitor the plan and perform benchmarking to assess reasonableness of fees.
Managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.
Speakers at a recent webinar discussed considerations for using collective investment trusts in defined contribution plans.
Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year, even as a recovering economy faced some key pain points, according to new data released by the Investment Company Institute.
Exposures can be offered as standalone investments on via target-date funds.
Facing some jarring geopolitical events, 401(k) investors reacted with above-normal trading activity during February.
U.S. workers’ interest in putting money into investments that guarantee a portion of retirement income fell in 2021 from the previous year, a new survey shows. But experts say that data should come with some context.
Many people are reluctant to share additional in-depth financial details for security reasons and for fear of being bombarded with financial services advertising, but advisers can explain the benefits of divulging some information.