SEC Proposes Rules to Address Potential Runs on Money Market Funds
The suggested amendments to the agency’s current rules address redemption costs and liquidity.
Tag: money market funds
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Investing
Investing
Investment Product and Service Launches
Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA.
Remember the Real Role of Stable Value
The annualized return from 2000 to 2020 is 4.22% for stable value and 5.25% for stocks. One might expect the difference to be greater.
News Reports: Treasury Wants to See Money Market Fund Guarantee
Media outlets suggest one of the federal government’s responses to the coronavirus outbreak will be to temporarily guarantee money market funds—mirroring what proved to be an important policy decision made during the Great Recession.
SEC Finds Incomplete and Potentially Misleading Disclosures for Some TDFs
The Securities and Exchange Commission’s (SEC)’s Office of Compliance Inspections and Examinations found some concerns related to money market funds and target-date funds.
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Investing
Compliance
Investing
Investment Product and Service Launches
Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund.
Participants Favored Fixed Income in February
On 89% of the trading days, 401(k) participants moved the majority of their money into fixed income, according to the Alight Solutions 401(k) Index
SEC Money Market Rule Changes Still Playing Out
The SEC made fundamental changes to the rules governing money market funds back in 2014; according to John Faustino at Fi360, the rule changes have created a big opportunity for advisers with stable value fund expertise.
November Was a Typical Month for Trading in 401(k) Plans
There were only three days of above-normal trading, according to the Alight Solutions 401(k) Index
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Investing
Stable Value and Rising Interest Rates
The key is to focus on the long term
MetLife Study Finds Money Market Funds Losing Favor in DC Plans
The study also reveals a disconnect between the capital preservation recommendations advisers say they are providing and the actions plan sponsors are taking.