Nearly two-thirds of ETF issuers claim to position strategic beta as a replacement for passive ETFs, but nearly two-thirds of advisers who are using strategic beta report replacing active mutual funds.
Tag: Investment analytics
ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.
TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.
Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more.
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they face.”
Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.
As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to a Fidelity analysis.
J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger risk-adjusted returns and manage volatility.
As the supply of savings rises relative to demand, the “market-clearing return” on savings declines.
Data from Northern Trust shows retirement plan investors have done well in the last year and in the last quarter, in particular, but long-term return assumptions remain muted and investors must take heed.
At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you.
Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index
Institutional investors recognize that the expanding middle class in emerging countries will contribute dependably to global growth over the long-term, according to OFI Global Asset Management.
Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan.
The platform will offer private label funds run with a combination of active and passive management.
There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value.
Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they regret the choice in hindsight.