Tag: Investment analytics

A Passionate Defense of ESG Investing from Connecticut Treasurer

While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be the right thing to do offers some food for thought for anyone charged with the fiduciary management of retirement plan assets.

Social Security Optimization Can Extend Retirement Portfolios by a Decade

In an exclusive interview with Bill Meyer, founder and managing principal of Social Security Solutions in Leawood, Kansas, PLANADVISER hears about some serious shortcomings in the conventional thinking on Social Security claiming strategies—and a failure to coordinate these effectively with the drawdown of DC plan assets.

P-Solve Report Questions Some Common TDF Manager Practices

“While appropriate for some participants, heavy reliance on equities is almost certainly not suitable for as many 401(k) participants as the allocation of the largest TDF managers suggests,” P-Solve argues. “TDFs are built mainly for favorable economic and market environments.”

Strategic Perspective Is a Key Commodity During Bouts of Volatility

As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably stable and generous; so it makes some sense, experts agree, that investors are feeling jittery as volatility returns to the fore.

Three Things Bond Fund Managers Say That Set Off Our Alarms

"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders at Charles Schwab. "When we look for bond managers as sub-advisers, there are things we like to hear, but there are also things managers say that immediately trigger our alarms."

Empower Retirement Reveals PlanVisualizer System

The interactive technology enables retirement advisers to demonstrate to plan sponsors how modifications in plan design can impact their employees’ retirement readiness, and the shifting cost of providing the plan for the employer.