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.
Read more >
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.
Read more >
“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.
Read more >
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.
Read more >
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.
Read more >
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.
Read more >