Tag: Alternative investments

Financial services firm Mesirow argued that widespread incorporation of private assets into defined contribution plan target-date strategies will take time.

Experts say the conversation about alternative investments in defined contributions plans has shifted from whether they can be used in...

More than 60% of surveyed registered voters said they support efforts to expand private market investments for retirement plans, according...

Private investments have been introduced into OneDigital’s Personalized Portfolio program for 401(k) plan sponsors.

The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.

The Department of Labor submitted its rule ahead of the six-month deadline given in President Donald Trump’s executive order last...

One-quarter of defined contribution plan advisers are now likely to recommend alternative investments within defined contribution plan lineups, according to...

President Trump's original executive order does not amend any laws itself; it only instructs regulators to offer sub-regulatory guidance.

The Alternatives Investing Center provides live and on-demand courses discussing how to incorporate alternative strategies into client portfolios.

Carrington will be responsible for partnering with alternative investment managers to develop and distribute alternative investment products.

The Department of Labor swiftly rescinded a 2021 letter questioning private investments in 401(k) plans, but DOL officials have not...

Department of Labor officials said the 2021 statement had a ‘chilling effect’ for saying that plan fiduciaries were ‘not likely...

The paper introduces principles based on five core areas: fiduciary process, value for money, asset class distinctions, operations and participant...

About 80% of investors responding to an HSBC survey said they seek guidance from experts when making investment and wealth...

The first model portfolio, now available, is the Cetera Blended Alternatives Model – Moderate, which includes six alternative funds with...

Apera will join Franklin Templeton’s other private credit subsidiaries, which include New York-based Benefit Street Partners and London-based Alcentra, which...

In a 2019 suit, plan fiduciaries were accused of breaching their duties of prudence by investing some of the retirement...

Private equity remains the largest private markets investment by far, according to a Hamilton Lane survey.

Per Cerulli, asset managers are leveraging CITs and interval funds to try and get into DC plans; an adviser sees...