December 11th, 2017
They are turning to alternatives to mitigate market risk.
December 8th, 2017
Already, 18% are incorporating environmental, social and governance funds into their practices.
December 4th, 2017
Exchange-traded funds have benefited once again in 2017 from an increase in investor focus on costs.
November 29th, 2017
Some are looking to build on proprietary investment models.
November 20th, 2017
The median investment management fee charged to retirement plans is 38 basis points, according to the Callan Institute.
November 9th, 2017
Pension funds have benefitted strongly in the last
quarter—and the last several years—from strong stock market performance.
October 30th, 2017
One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.
Data & Research
October 18th, 2017
But among the 58% of these investors who
do, expectations run high.
September 26th, 2017
Several Americans across generations fear their
portfolios aren’t diversified enough to secure a comfortable retirement in the
event of a market correction.
September 7th, 2017
An increasingly popular asset class, investors shouldn't pay
significantly higher fees for these strategies than market-cap-weighted
alternatives, which capture the same performance drivers and can replicate most
of their returns.
July 20th, 2017
VETS Index; Betterment Sprouts
SRI Option for Participants; LPL Opens
Mutual-Fund Only Platform; and more.
July 18th, 2017
Real estate accounts for 35% of that total.
June 20th, 2017
Transparency remains of growing importance for asset managers
and institutional investors focused on alternative assets, but many are unsure
of how to achieve it.
May 25th, 2017
Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.
April 20th, 2017
Conway Acquires Alternative Investments Platform;, and ActiveAllocator Enhanced with TradeIt.
April 20th, 2017
Millennials are now the largest demographic in the U.S., and
also the least likely to have access to a defined benefit pension plan.
April 13th, 2017
Century Releases New Alternative Investments Fund; First Trust Advisors
Launches Active ETFs; and Thornburg Investment Management Adds R6 Share
April 12th, 2017
Endowment investors’ allocation to alternatives
increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%,
April 6th, 2017
Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.
April 4th, 2017
The lawsuit claimed the defendants breached their fiduciary duties by
investing a significant portion of the plans’ assets in risky and
high-cost hedge fund and private equity investments through custom-built