Tag: Performance

Helping Participants Brace for Market Volatility

The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.

When HR and Finance Get Together, DC Plan Results Follow

According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework for frank and practical discussions between the HR and finance functions.”

Bull and Bear Market Fundamentals for Participants

All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving.

Fi360 Sees More Interest from Wealth Advisers

Previewing two new Fiduciary Focus Toolkit reports that help plan advisers optimize their workflow, Fi360’s product strategy leader pointed to increased interest in fiduciary support among traditionally wealth-focused firms.

ESG Fund Performance Goes Under Cerulli’s Microscope

As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli research offers a reminder that not all “ESG” funds are created equal.

Smart Beta Demand Favors Multi-Factor Approach

Data shared by FTSE Russell, taken from the firm’s annual smart beta survey, suggests the use of “multi-factor combination smart beta index-based investment strategies” by institutional investors has more than doubled since first measured in 2015.

2018 Plan Sponsor of the Year Winners

Get to know the winners of the 2018 Plan Sponsor of the Year awards; their stories can help your retirement plan clients generate new ideas and embrace progressive plan design.

Pension Plans Need Help Crafting and Executing De-Risking Strategies

By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured in Goldman Sachs Asset Management’s long-running pension research series; at the same time, sponsors are making large voluntary contributions to take advantage of disappearing tax incentives. 

Personal Touch Matters in 3(38) Fiduciary Marketplace

The demand for 3(38) investment manager search support and monitoring has moved up market into the range of plans with billions of dollars in assets; smaller plans are seeking cost savings while larger plans are seeking deeper expertise and nimble capabilities.