Friday, August 28th, 2026 A topical newsletter from PLANADVISER DCIO and Investment Menu Innovations Fresh perspectives on defined contribution investment menus and investment-only plan strategies. In Practice Personalization Takes Front Seat in Investment Menu Trends Advisers say target-date funds and managed accounts are gaining attention as plan sponsors seek more personalized participant outcomes. In Practice How ‘Nimbler’ Investment Menus, Benchmarking Tackle Complexity The chief product officer of Fiduciary Decisions shares his views about, among other trends, how investment fiduciaries are impacted by artificial intelligence. In Practice Rethinking Diversification in an Interconnected Global Market Some experts argue that retirement plan fiduciaries should not look merely at investment returns, but also consider how much risk is appropriate. Products CIT Adoption Ticks Up as Providers Focus on Transparency, Growth Collective investment trusts are becoming a staple of defined contribution plans, driven by flexibility and lower costs. In Practice A Concentrated Market As DCIO competition intensifies, can smaller investment managers and providers keep up? In Practice The Evolving ‘Face’ of Investment Models Industry professionals continue to look for ways to personalize investment products for retirement plan participants. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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