| Proprietary Funds |
| Besides the claims of breach of fiduciary duty made of late against plan sponsors that offer proprietary funds, there have been claims of prohibited transactions. With respect to the latter, plan sponsors have sought to rely on both statutory and administrative exemptions, but with only limited success.
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| Workers Like the Idea of State-Sponsored Auto-IRA Programs |
| Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers.
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| Institutional Investors Need Focus for Factor-Investing |
| “In factor-based investing, institutional investors look at the sources of risk and return behind securities’ prices—what are the true drivers of risk and return?” explains Don Robinson, CEO and chief investment officer of Palladiem LLC, an investment management firm that serves the adviser community.
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| Investment Products and Services Launches |
| Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more.
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