Intermediary-sold fund distribution data from Strategic Insight shows taxable bond strategies led mutual fund demand during the second quarter of 2017.
Experts with the American Academy of Actuaries argue the Annual Funding Notice process required of pension plans under ERISA Section 101(f) is “an example of a good idea gone wrong.”
Fidelity’s second-quarter 2017 401(k) plan analysis shows record balances tied to strong performance in the stock market.
Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.”
Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes.
Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor’s unique individual goals.
Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines.
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.
Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.
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.
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future.
About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.
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.”
Their assets have been increasing 14.4% per year, according to DST.
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.
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.
Retirement plan advisers can help their plan sponsor clients take advantage of emerging opportunities for better deals and service coming out of fierce competition among asset managers.
They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession.
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.