Tag: active management
Active Management Insights from Putnam CEO Bob Reynolds
As the firm launches a new initiative to educate investors about active management opportunities, Putnam CEO Bob Reynolds says he is optimistic that an improved retirement landscape will take shape in 2019.

2018 PLANADVISER National Conference
Investment Product and Service Launches
Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more.
Even Passive TDF Glide Path Designs Require Active Thinking
“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management of a TDF, can translate into meaningful differences in investment risks and results, even among passive TDFs,” observes Jake Gilliam at Charles Schwab.
Embrace of Passive Funds Is Not What It Appears To Be
In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.
Investor Type Sways Median Fee, Use of Active Management
Down from a high of 84% in 1996, twenty years later the majority of the assets owned by respondents, 69%, are still actively managed.
Active Managers Turn to Mixed Asset Class Products
Some are looking to build on proprietary investment models.
Sizable Group of Investment Managers Pledge to Lower Fees
The median investment management fee charged to retirement plans is 38 basis points, according to the Callan Institute.