Fiduciary Decisions Launches DCIO Benchmarking Suite
The platform provides investment-menu, fund and target-date-fund analysis for defined contribution investment only teams, asset managers and retirement plan advisers.
Tag: DCIO
Rapid Growth in CITs Fueled by Small Plan Adoption
Collective investment trusts now hold nearly 30% of DC plan assets, rising from just 13% a decade ago; experts predict...
The Evolution of the DCIO Sales Model
Investment firms are increasing emphasis on developing relationships with CIOs and others responsible for approved fund lists and 3(38) programs.
Many Financial Advisers Prioritize ‘Ease of Business’ From Asset Managers
Financial advisers are working with fewer asset managers, with ease of use and multi-channel digital capabilities among the differentiators, according...
State Street Lands Guinness Record for Bell-Ringing Outside Nasdaq
The asset manager got 533 people to ring the Nasdaq closing bell in celebration of serving everyday investors.
Larry Fink Sounds Alarm on US Retirement System
Fink looks to other countries, such as Australia, for pension system models.
Why Falling Interest Rates May Help Stable Value’s Play
A stable value proponent explains why the ‘rate of change’ of interest rates is as important as the changes themselves...
Asset Managers Exploring Fresh Avenues to Bring Alts Into DC Plans
Per Cerulli, asset managers are leveraging CITs and interval funds to try and get into DC plans; an adviser sees...
Private Real Estate Assets in DC Plans Valued at $36.4B
A survey of real estate investment managers found inflows holding steady as the effect of the COVID-19 pandemic subsides.
TDFs: Set, But Not Forgotten
TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs...
CIT Growth Continues With Adviser Backing
As more plan sponsors turn to collective investment trusts to reduce costs, industry experts see both opportunities and challenges.
DC Plan Experts See Slow, Steady Progress in Plan Personalization
Solutions such as managed accounts and custom TDFs are evolving, but challenges to uptake remain, according to industry players.
Federated Hermes Announces 1st Equity CIT
The qualified plan investment is focused on U.S. mid-cap growth companies.
Rate Cuts and Retirement Saving
DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement...
TDF Assets Continue Climb Through July
The popular retirement savings default vehicle reached a new high for assets held by the top providers, according to Simfund...
Vanguard Removes Oaktree From $785M Fund
The asset management behemoth reallocated Oaktree’s advisement to two other current managers of the emerging market fund.
Vanguard Leans Into DC Adviser Outreach
The recordkeeper and asset manager has made recent investments in consultant relationships as a tactic to grow its workplace plan...
Considering the Hot Private Market Space for DC Plans
As new Blackstone financial adviser surveying reiterates the growth in private market investing, can asset managers leverage the moment to...
Nuveen CEO Minaya Steps Down, President Huffman Takes Role
William Huffman will take the CEO role for TIAA’s investment management division.
Plan Sponsors Increasingly Offer Financial Adviser Services
Participant demand for adviser services is driving demand, according to MFS.