Research from Cerulli Associates finds plan sponsors must position managed accounts as a service, in order to change its costly product reputation.
Reporting from Insight Investment shows more than half of institutional asset owners surveyed are anticipating expanding the number of investment managers they work with.
However, November was a light trading month for DC plan participants, Alight Solutions finds.
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.
They are turning to alternatives to mitigate market risk.
U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds.
Cerulli posits that LDI, when implemented effectively, can be “the ultimate custom solution.”
Already, 18% are incorporating environmental, social and governance funds into their practices.
A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.
Exchange-traded funds have benefited once again in 2017 from an increase in investor focus on costs.
Few retirement plan investors may actually mirror their portfolios to a U.S. total market index—but there are still some important implications to be found in the record-setting performance of the Wilshire 5000, beyond the relative growth of small-cap and large-cap.
One clear way to help prevent retirement plan leakage is to help families cope with financial shocks and income volatility in the short term; one way to do this is to encourage use of “sidecar accounts.”
Some are looking to build on proprietary investment models.
This is a cumulative average growth rate of 21% since 2005, when ETF assets were a mere $417 billion.
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.