The appellate panel concluded that disputes of material fact exist as to the timing of the plaintiff’s actual knowledge of the alleged fiduciary breach, precluding summary judgment for untimely filing; after a detailed discussion of ERISA requirements, the case is remanded for further district court proceedings.
Tag: Alternative investments
They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.
A new retirement plan support program from TaxHACKer seeks to simplify complex tax and pension codes to provide a streamlined solution to clients.
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk.
According to Boston Consulting Group, among asset management products, passives were far and away the fastest growing category in 2017, with a record 25% increase in AUM over an already very sizable base.
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Besides providing investment advice, 88% of advisers think they need to guide clients through emotional decisions.
Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey.
BNY Mellon releases fund focused on income generation, and AI Insight announces new liquid alternative research.
They are turning to alternatives to mitigate market risk.
Already, 18% are incorporating environmental, social and governance funds into their practices.
Exchange-traded funds have benefited once again in 2017 from an increase in investor focus on costs.
Some are looking to build on proprietary investment models.
The median investment management fee charged to retirement plans is 38 basis points, according to the Callan Institute.
Several Americans across generations fear their portfolios aren’t diversified enough to secure a comfortable retirement in the event of a market correction.