Investing

Are Managed Accounts Better for Participants Than TDFs?

Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more in their DC plans.

Volatility, Strategic Thinking, and Long-Term Perspective

PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective amid big equity price swings. 

10 Years Beyond Crisis, Pension Fund Allocations Have Shifted

The financial crisis resulted in severe declines in the funded status of most U.S. corporate pension funds resulting in almost universal pension deficits; companies’ various responses to the challenge offer some food for thought.

Investors Bring Down Mutual Fund and ETF Costs in 2017

"Our data shows that the cheapest 20% of funds raked in nearly $1 trillion last year while the rest of the industry saw net outflows of approximately $250 billion. The message investors are sending is crystal clear—cost counts," says Patricia Oey, senior manager research analyst for Morningstar.

Even Passive TDF Glide Path Designs Require Active Thinking

“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management of a TDF, can translate into meaningful differences in investment risks and results, even among passive TDFs,” observes Jake Gilliam at Charles Schwab.

Mercer TDF Analysis Highlights Passive Growth, Home Equity Bias

In its discussions with TDF managers, Mercer has found many managers say they have not aligned with the ACWI, and have continued with portfolios that display home equity bias for a number of reasons; the research also shows strong growth in passive TDF market share.