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Wednesday, May 12th, 2021
A biweekly topical newsletter from PLANADVISER
Funds in Focus
Greetings PLANADVISER readers. Skilled retirement plan advisers know that a successful retirement strategy is about much more than investments. However, a well-crafted and efficiently priced investment menu is one of the foundations to a stable financial future—as is a steady hand at the wheel during turbulent periods in the markets. Collected below are some recent articles and research reports putting Funds in Focus. We hope you share some of what you read with a client or colleague.
The Markets
Research Says Lack of Attention by Investors Helps TDF Managers Sacrifice Returns
Academics say "low-attention" investors let TDF managers favor their own families of funds at the expense of performance.
The Markets
How Advisers Can Evaluate Stable Value Investments
Experts say they should consider performance, risk mitigation, team and process—as well as how the accounts are managed, how assets are protected and what termination rights they offer to sponsors.
The Markets
A New Telling of the Story of Persistent Inequality
The interest rate regime embraced to combat strong inflation of the mid-1970s and early 1980s has had unintended consequences—including the development of historic levels of wealth inequality. Yakov Feygin says there’s a lot that can be done to turn things around.
The Markets
Data Points: Customization and the QDIA
Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary data shows usage of default managed accounts has been cut in half.
The Markets
Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to fuel the trend, from increasing market complexity to the emergence of new regulations.  
The Markets
Some Experts Foresee ‘Supercharged’ Recovery Coming
Sources say 2021 was already coming together as a year of very strong economic growth, and with the passage of an additional $1.9 trillion in fiscal stimulus support, a broad-based recovery could come sooner than later.
The Markets
$35 Trillion in Retirement Savings Tells a Tale of Two Economies
Retirement plan balances have never been higher, fresh data from the Investment Company Institute shows, yet many millions of Americans are unable to participate in the growth.
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