CITs Outpace Mutual Funds in 2024
Collective investment trusts continue to win assets at a breakneck pace.
The Markets
Why Private Markets Are Essential for Long-Term Investors
Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can...
Rapid Growth in CITs Fueled by Small Plan Adoption
Collective investment trusts now hold nearly 30% of DC plan assets, rising from just 13% a decade ago; experts predict...
The Evolution of the DCIO Sales Model
Investment firms are increasing emphasis on developing relationships with CIOs and others responsible for approved fund lists and 3(38) programs.
DCALTA Encourages Inclusion of Private Credit in DC Plan Investments
The association makes a case that incorporating private credit into investments like target-date funds can improve participant outcomes.
Experts Split on Private Equity in 401(k) Plans
Supporters say access to PE would allow participants the chance to enjoy higher returns, while naysayers stress that the asset...
JP Morgan Predicts Continued Growth in PRT Market
PRTs offer attractive growth in a slow-growth sector but, the report said, risks include interest rates, credit, the equity market...
Amidst Institutional Interest, BlackRock, Fidelity, Grayscale Dominate Crypto ETF Assets
Three firms manage more than 85% of all crypto ETF assets under management, totaling approximately $123 billion.
Private Equity Sponsors ‘Cautious’ Amid Market Uncertainty
A Churchill Asset Management survey found PE firms remain cautiously optimistic about the outlook for dealmaking, exits and returns.
Advisers’ Next Task? Learn About Crypto
A CoinShares study found the majority of wealthy investors are seeking expert guidance about digital asset investments.
Asset Managers Predict Global Equities Will Be Best Short-Term Asset
Bank of America’s June Global Fund Manager Survey found that, over the next five years, a significant number of investors...
Plan Sponsors Reevaluating DB Plan Terminations Amid Surplus Increases
A Mercer survey finds CFOs are looking at plan design changes or risk transfers, in lieu of walking away from...
Survey Finds US Market Skepticism Among RIAs
An Interactive Brokers survey shows advisers are increasingly bearish on US markets and are turning to global investments.
Positive Returns Drive Rising Demand for Real Assets
A Bank of America report highlights why real assets are gaining ground in diversified, long-term portfolios.
Insurance AUM Reaches $4.5T in 2024, Tripling in Past Decade
A significant majority of third-party insurance AUM is invested in fixed-income strategies, but insurers are increasingly allocating to alternative investments.
Surge in Bond ETFs Driven by Institutional Investors
According to BlackRock , actively managed strategies currently account for 14% of U.S. fixed-income ETF assets under management and 8%...
Industry Anticipates SEC Approval of Dual Share Class ETF Offerings
The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF...
ETFs See Lowest Inflows in a Year
State Street said that the inflows were so much below recent averages that the company's full-year forecast for ETF assets...
2024 Global Asset Management AUM Grows to $128T
Seventy percent of asset manager revenue last year was driven by market performance, according to research from the Boston Consulting...
Nasdaq-100 Underrepresented in 401(k) Plans
A survey by Shelton Capital Management showed that allocations to Nasdaq-100 Index mutual funds make up fewer than 1% of...