Investing

They say the Federal Reserve’s fiscal and stimulus moves have put a floor under the equity and bond markets.

Citing elevated valuations and rising tensions between the U.S. and China, some say a V-shaped recovery is unlikely.

Ninety-two percent of sponsors work with advisers, but only 70% are ‘very satisfied’ with their relationships.

A big part of the challenge is that everyone’s view of exactly what constitutes social and environmental responsibility is different.

Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.

There were more days when they moved into equities than fixed income.

Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and mid-sized clients.

It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective pensions.

Easing the impact on savings rates was the fact that personal consumption expenditures were down by 7.5% during the month of March, according to the Bureau of Economic Analysis.

Since this resource is viewed as a lifetime guaranteed income source, some older workers scrambling for relief are considering it their only solution.

Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than many broad market indices, thanks in no small part to the efforts of plan sponsors and their advisers. Corporate pensions have also fared better than their public counterparts.

Among the attractive but less-often-discussed features of collective investment trusts is the fact that the sponsoring trustee—a bank or trust company—must commit to acting in the best interest of unit holders.

Stable value funds took in 64% of the inflows and money market funds, 24%, according to the Alight Solutions 401(k) Index.

Investment managers say evidence is already mounting to show an outperformance of ESG-themed portfolios during the coronavirus pandemic. Might that help their popularity in the U.S.?

The real question as to when the economy will begin to recover, investment managers say, is when we can contain the coronavirus.