Tag: Investing

Plan Sponsors Have Questions About Dynamic Default Investments

Progressive plan design features take time to catch on, including the emerging “hybrid QDIA” approach that pairs TDFs and managed accounts; experts say plan sponsors are interested, but they remain unsure about the right way to design and deliver a dynamic default investment.

This Plan Sponsor Is All-In on ESG TDFs

Many plan sponsors fear being a trendsetter, but United World College-USA is proud of using ESG investing themes in its custom target-date QDIA, built with TIAA and LongView Asset Management, and offering a guaranteed retirement income solution.

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.