Study Suggests Private Equity Should be a Consideration in TDFs
The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.
Tag: Private equity
New Tactics Needed for a Low-Rate World
Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income.
Institutional Investors Expect the Bull Market Will End in 2019
They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.
Northern Trust Outlines Relatively Rosy Five-Year Market Outlook
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
Demand for Private Debt Creates Crowded Market
Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk.
Alternatives Seen as a Panacea for Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Lower Return Environment Highlights Role of Private Equity
New research from Cerulli Associates points to institutional
investors’ willingness to embrace private equity as a key source of
outperformance.
State Street Announces Distribution of Private Equity Benchmark
Street Corporation will work with Fidelity National Information Services (FIS) to distribute its GX Private Equity Index (PEI).
Real Assets Will Win Institutional Investor Allocations in 2017
Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.
Investment Products and Services Launches
Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more
Study Finds Listed equity REITs Top Performers in Pension Plans
If the pension plans included in the study, sponsored by NAREIT, had reversed their REIT
and hedge fund allocations over the 1998 through 2014 period, at the end
of 2014, they would have had plan asset balances that were 2% larger,
the study report suggests.
Investment Product and Service Launches
This week Northern Trust announced enhancements to services
for private equity investment clients, while Franklin Templeton expanded multi-asset
solutions capability with new open architecture offering.
Investment Product and Service Launches for the Week
Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment trust series; and more.
DB Investing Strategies to Consider in 2016
Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.
Intel Lawsuit Questions Custom Target-Date Fund Construction
The lawsuit also hints that certain “best practices,” in
part, resulted in many participants being improperly invested.
DCIIA Says Illiquid Assets ‘Manageable’ in DC Plans
Daily valuation and trading issues associated with illiquid asset
classes do not outweigh their potential performance benefits within DC plans, an
analysis finds.
MassMutual Sees Improved Savings
Fourth quarter 2013
data for defined contribution (DC) plans administered by MassMutual shows
savings and investing improved for different demographic groups.
Investment Fund Inflows Neared $1T in 2013
Investors around the world contributed almost $1
trillion in net flows to investment funds during 2013, similar to levels
observed in the preceding year.
Sponsors Drawn to Alternative Investments
John Hancock Investments is seeing defined
contribution (DC) retirement plan clients add alternative mutual funds to their
menu of investment options at a rapid pace.
Towers Watson Clients Double Smart Beta Asset Flows
Institutional investors working with Towers Watson
more than doubled asset flows moving into “smart beta” strategies last year,
reaching $11 billion of inflows in 2013.