Fiduciary Training Needed by Nonprofit Clients
Findings in a new CAPTRUST survey report suggest there may be opportunities for advisers to support board-level investment and fiduciary training at endowments and foundations.
Tag: Investments
Investment Products and Services Launches
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
PANC 2015: ‘Stressed Out and Stretched Thin’
John Hancock Retirement Plan Services presents the findings
of its Financial Stress Study.
PANC 2015: Stable Value
The characteristics and nuances of stable value products can vary, but all offer guarantees and principal protection.
PANC 2015: Set It and Forget It Investments
Target-date
funds can be an automated way to solve participant savings behaviors—unless
they’re used incorrectly.
PANC 2015: Optimizing the Investment Menu
Trends in redesigning retirement plan investment menus to avoid participant inertia or overload.
PANC 2015: Using Alternatives in Rising-Rate Environment
Two panelists speaking at the PLANADVISER National Conference suggest liquid alternative investments present compelling opportunities in a rising interest rate environment.
PANC 2015: Asset-Allocation Models and QDIAs
Carefully thought out default investments solve real plan problems and help plan sponsors feel more confident in automatically enrolling participants into retirement plans.
PANC 2015: Retirement Income Options
A vast majority of individuals say they are open to the idea
of in-plan lifetime income options, but only about one in five DC plan sponsors
say they’re interested in these features.
PANC 2015: Featured Speaker from DoubleLine Capital
Jeffrey E. Gundlach, chief executive officer and chief investment officer for DoubleLine Capital, shares his insights on central bank policies, global markets, pockets of opportunity and stress.
Millennials Must Understand Both Sides of Balance Sheet
Many Millennial workers show a healthy focus on paying down
debt—student debt especially—but their actions reveal little appreciation for
opportunities on both sides of the balance sheet.
Retirement Plan Participants Want to Be Socially Responsible
Nine in 10 want investments to align with values.
DCIIA Says Illiquid Assets ‘Manageable’ in DC Plans
Daily valuation and trading issues associated with illiquid asset
classes do not outweigh their potential performance benefits within DC plans, an
analysis finds.
Lessons for Plan Sponsors from the Market Volatility
The most recent market environment reinforces the need for
bonds and should encourage plan sponsors to look at innovative strategies.
Bond Ladders Seen as a Prudent Approach to Fixed Income
Bond ladders can be built to perform well in a variety of interest
rate environments.
Fiduciary Duty and the ESG Catch 22
More than anything, ESG investment advocates face an image
problem.
GAO Identifies Reasons Most Plan Sponsors Use TDFs as QDIA
The fit with participant characteristics especially led to the decision to use TDFs as QDIAs.
Experts Still Uncertain on Interest Rates
It should benefit long-term investors when interest rates start
ticking up, but some distressing client circumstances could coincide with a rate hike.
Market Volatility Drives Record Participant Call Volumes
It’s both a positive and a negative sign that retirement
plan participant call volume hit record levels at Empower Retirement last week.
Share Class Offerings Shift With Fiduciary Focus
A majority of asset management firms are reforming share classes
and approaches to fees, especially for the qualified retirement plan market.