Tag: Private equity
EBRI research shows the impacts on participants’ retirement security of replacing TDF equity exposures with private equity allocations for participants who have access to a plan and invest in TDFs.
The agency issued a supplemental statement in response to stakeholder concerns that private equity investments could be inappropriate for small DC plans.
The firm also intends to sell the Aon Retiree Health Exchange business to Alight, at least in part to head off potential antitrust concerns associated with its ongoing merger with Willis Towers Watson.
Stadion Money Management launches managed account technology; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.
DCALTA says its framework addresses the key implementation challenge identified by plan sponsors: operational aspects of daily valuation of private alternative assets that do not trade on an exchange.
In addition, Cerulli says it expects that plan sponsors and retirement plan providers will engage in more exploratory discussions about including private equity in target-date funds.
The broad trend of fiduciaries pursuing the lowest cost passively managed investment options will likely temper plans sponsors’ interest in adding private equity investments, sources say.
It is common to hear that private equity (PE) has been the best performing asset class in recent years for institutional investors, but a new academic analysis challenges that idea.
An Information Letter addresses private equity investments as a component of a professionally managed asset allocation fund and outlines what plan fiduciaries should consider.
IHS Markit adds MSCI ESG ratings and HarbourVest offers private equity with Vanguard.
From an operating perspective, plans can use private investments in a multi-asset class investment vehicle.
An ever-greater proportion of the wealth being generated by the U.S. and global economies is locked away in private equity markets.
The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.
Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income.