Tag: Investing

Bull and Bear Market Fundamentals for Participants

All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving.

ESG Fund Performance Goes Under Cerulli’s Microscope

As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli research offers a reminder that not all “ESG” funds are created equal.

DC Plan Loans Require Diligent Management

“Because the Department of Labor views plan loans as investments, they should be treated with the same level of care and scrutiny as any other investment,” says Rob Reiskytl, a partner in retirement consulting division of Aon in Minneapolis.

Franklin Templeton Report Tackles 529 Plan Myths

As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers have highlighted the opportunities presented by 529 plans.

Smart Beta Demand Favors Multi-Factor Approach

Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has more than doubled since first measured in 2015.

Opportunities Exist, But Future of CITs in 403(b) Plans Remains Murky

Higher education clients with very large 403(b) plans could theoretically benefit from new laws or regulations allowing them to invest participant assets through collective trust vehicles, but for most other non-profit clients, CITs might not make that much sense.