Tag: Performance

Experts argue bond ladders can work in a rising rate environment and across a variety of unpredictable macroeconomic scenarios—allowing investors to continually readjust their fixed-income exposure. 

Conventional thinking about product packaging and distribution just won’t cut it in tomorrow’s retirement advisory industry. 

Medium- and long-term return assumptions that had already been fairly muted heading into 2017 should be adjusted downward even further, a new analysis from Cerulli Associates contends. 

Exchange-traded funds have struggled for years to enter the defined contribution market; they could see more success under a tighter fee and regulatory environment. 

This week our fellow Strategic Insight publication, PLANSPONSOR, is announcing the finalists for the 2017 Plan Sponsor of the Year Awards; find out who is being recognized here. 

Looking to 2017 and beyond, investors must accept that expectations for market returns over the next 10 to 15 years have declined for most asset classes. 

The Pension Benefit Guaranty Corporation has released updated instructions on filing premiums required by sections 4006 and 4007 of ERISA during the 2017 plan year. 

The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...

To appreciate the riskiness of a stock intimately involves its market valuation, and to argue that the ESOP fiduciaries should have been able to outguess the market’s valuation...

Retirement plan advisers expect a steady stream of new ESG/SRI investment products in 2017, but it is less clear that sponsor clients are interested. 

Estimates from a Sharpe model imply that their outperformance comes from greater nuance in factor exposures, or “smart beta” investing.

Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns.

New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. 

Investment managers are assessing how social forces such as populism and a desire in many industries for less regulation could impact global growth and portfolio performance. 

World travel is a classic goal cited among many workers envisioning their retirement, yet few of today’s retirees say they can afford such luxuries.

In particular, “alternative” investment classes are playing an increasingly important role in the effort to meet necessary portfolio returns, Cerulli finds.

The number of DC specialist advisers making customized target-date fund recommendations has increased significantly in just the last year.