Happy Friday, readers! This weekend’s mailing takes a deep dive into the always-timely topic of Investing, with a focus on the shifting interest rate environment, the uptick in equity market volatility, the increasing popularity of ESG investing programs, and the latest long-term capital market assumptions. Being a DC plan adviser these days involves a lot more than just managing the investment menu—but keeping abreast of the latest market developments remains essential. We hope you share some of what you read with a client or colleague.
Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for fixed income.
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If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will likely benefit from demographic trends.
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“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a senior analyst at Cerulli Associates.
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The proposal is intended to help investors better understand these contracts’ features, fees and risks, and to more easily find the information needed to make an informed investment decision.
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RBC Global Asset Management recently published its third annual Responsible Investing Survey, and My-Linh Ngo, ESG investment specialist for the firm’s London-based BlueBay Asset Management division, offered PLANADVISER her take on the results.
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Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu.
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