The Markets March 18th, 2025 Financial Advisers Hone In on Private Infrastructure Investments Private equity remains the largest private markets investment by far, according to a Hamilton Lane survey.
The Markets March 17th, 2025 Weak Market Returns Sink Corporate Funding Ratios Tough markets and rising liabilities resulted in declines in pension funding levels in February.
The Markets March 11th, 2025 Money Market Fund Assets Hit Record $7T In light of continued market volatility, investors appeared to move money into what they see as more stable investments
The Markets March 6th, 2025 OCIO Market Totals Nearly $4.8T, Says Chestnut Advisory The largest OCIO provider is Mercer, with $548 billion in outsourced assets under management. Captrust is the fifth largest provider,...
The Markets March 4th, 2025 Private Equity on Comeback Trail for 2025, Says McKinsey In 2024, private equity returns declined to 3.8%, the third consecutive year in which the public markets outperformed the asset...
The Markets February 14th, 2025 Insurers Seek Private Market Exposure, Take More Risk in Portfolios According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years...
The Markets February 14th, 2025 Corporate Pensions Continue Funding Surplus Rise in January Many companies with pension funds in surplus are choosing to outsource the investment management of their portfolios or to offload...
The Markets February 13th, 2025 Income Target-Funds Reach $22B in Assets in 2024 A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.
The Markets February 11th, 2025 DC Asset Growth Leads Global Retirement Assets to Reach $58.5T Defined contribution assets have grown by an average of 6.7% per year since 2014, while defined benefit assets have grown...
The Markets February 10th, 2025 Legal & General to Sell 20% Stake in PRT Business In addition to the pension risk transfer stake, Japanese insurer Meiji Yasuda will acquire all of L&G’s U.S. protection business...
The Markets February 10th, 2025 2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over...
The Markets February 4th, 2025 Vanguard Announces Largest Fee Cut in Firm’s History Of the funds with reduced fees, 48 include institutional or institutional plus share classes.
The Markets February 3rd, 2025 Trump Issues Executive Order to Create Sovereign Wealth Fund The fund, which could require Congressional approval, is to be established by the Department of the Treasury and the Department...
The Markets February 3rd, 2025 Advisers Increasingly Considering Crypto in Financial Plans Among advisers who recommend investing in cryptocurrencies, the most common allocation remains 2% of assets, according to a Digital Assets...
The Markets October 6th, 2023 DOL Approves Citi Diverse Asset Program for 401(k)s According to the regulator, Citi will not violate ERISA fiduciary duties by paying plan fees of diverse asset managers.
The Markets October 5th, 2023 Higher Rates Push Both Congress, Investors to Change Strategy Long-term investors are looking to rebalance their portfolios while considering investing trade-offs in both equity and bond markets.
The Markets October 5th, 2023 Morningstar: ESG Integration Growing Among Institutional Asset Owners The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
The Markets September 28th, 2023 Private Real Estate Investment Through DC Plans Continues to Grow Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...
The Markets September 18th, 2023 Nationwide: 6 ‘Myths’ and Myth-Busters About In-Plan Retirement Income The firm's head of product development discusses the perceived myths held by many plan sponsors and some advisers.
The Markets September 7th, 2023 Can ETFs Work in 401(k)s With Mutual Fund Rebranding? F/m Investments has asked the SEC for the right to classify an ETF series as mutual funds to be accessible...