T. Rowe Price: Sharpen Focus on Diversifying Fixed Income
‘Any private asset allocation must earn its place in the portfolio,’ according to a firm retirement strategist.
Tag: passive management
Passive Investing Has Performed Well, Even During COVID Crisis
In 15 out of the 18 categories of domestic equity funds considered, S&P Dow Jones Indices finds the majority of actively managed funds underperformed their benchmarks during the...
Weighing Active Management in DC Plans
Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which...
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
The Case for ‘Blend’ TDFs
PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is...
Considering International Investments in Times of Market Volatility
Investment experts remind retirement investors that international investments can help to diversify a portfolio
Investment Products and Service Launches
ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files...
Target-Date Solutions Reach $1.77 Trillion in Assets
CIT-based solutions grew, while mutual fund-based solutions declined in 2018, according to Sway Research.
Investment Focus
Most TDFs Are Actively Managed
Passively managed target-date funds make up a small universe
Even Passive TDF Glide Path Designs Require Active Thinking
“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management...
Embrace of Passive Funds Is Not What It Appears To Be
In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.