Tag: Investment Managers

Demand for Private Debt Creates Crowded Market

Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk.

Retirement Industry People Moves

Mesirow Adds Managing Director to Core Fixed Income Management Team; Client Executive Joins Transamerica Western Region; Ascensus Acquires Continental Benefits and 401k Plus; and more.

Retirement Industry People Moves

Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more.

Asset Management Fee Compression Accelerates

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics firm also analyzes the competitive landscape of “robo-advice.”

Getting Serious About TDF Sequence of Returns Risk

The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth.

Retirement Industry People Moves

Principal Acquires Finance Tech Company to Offer Adviser Solutions; Voya Promotes Industry Veteran to Regional VP of Small-Mid Corporate Markets; CAPTRUST Board of Advisors Sees Leadership Changes; and more.