Advisers Can Assist High-Net-Worth Investors With Reimagined Retirement
Across generations, investors with $5 million of investable assets have created a new retirement roadmap.
Retirement Plan Participants Want Their Investments to Make a Difference
Fiduciary considerations must still drive environmental, social and governance investment selection.
Advisers Who Successfully Serve the LGBTQ Community
Retirement plan experts say people in this market are in need of advisers who are attuned to and understand their needs.
Biden Expected to Advance a More Stringent Fiduciary Rule, Advocate for Retirement Income and ESG Investing
Industry experts reflect on what President Joe Biden has done in his first months in office with respect to retirement plans and what they still see coming down the road from his administration.
Executive Order Asks DOL to Consider Rescinding Last Rule on ESG Investing
President Joe Biden seems to want to pave the way for more environmental, social and governance investing in retirement plans.
Institutional Investors Look to Strengthen Portfolios With Alternatives, Multi-Asset Approaches
Interest in ESG investing continues to grow, but many investors want proof of its alpha.
DOL Says It Won’t Enforce Final Rules on ESG and Proxy Voting
The department says it will not pursue enforcement actions against any plan fiduciary for failure to comply, and it plans to release further guidance on the issues.
New DOL ESG Guidance Expected to Encourage More Plan Adoption
TIAA says a variable annuity and mutual funds that take an ESG approach are widely used on its retirement plan platforms.
Investors Expect Advisers to Connect Their Financial Plan to Their Values
Research finds that if this goal is met, advisers’ share of wallet increases.
More Employers Including ESG Investments in Executive Compensation, Retirement Programs
Surveys find plan sponsors and participants have a growing interest in environmental, social and governance issues.
Carbon-Sensitive Portfolios Perform as Well as Those That Aren’t
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well managed.
Investment Product and Service Launches
John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite of investment solutions; and more.
Investment Product and Service Launches
Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors.
The Benefits of Simplifying DC Plan Investment Menus
Doing so could encourage more employees to participate in the plan, sources say.
ESG Opportunities via Fixed Income
Advisers See Increased Interest in SRI
Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey.
Few Plans Embrace ESG
More Than Four in 10 Institutional Investors Incorporate ESG
Among foundations, that is 64%, according to a Callan report.
Advisers Slow to Respond to ESG Investing Demand
“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a senior analyst at Cerulli Associates.
PANC 2018 – Top Trends
A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined contribution plans need to address retirement income solutions.