Tag: Investment analytics

Strategic Beta ETFs: Active or Passive?

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.

Should Inflation Be a Bigger Client Concern?

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. 

Fixed-Income Holdings Can Make Or Break TDF Performance

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.

Lump Sum Spending Often Followed By Regret

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.