DOL Gives Private-Equity Guidance
Many Project Mild Interest in Private Equity Among DC Plans
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.
Some Parties Question PE’s Role in DC Plans
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.
DOL Issues Guidance About Private Equity Investments in DC Plans
An Information Letter addresses private equity investments as a component of a professionally managed asset allocation fund and outlines what plan fiduciaries should consider.
Investment Product and Service Launches
IHS Markit adds MSCI ESG ratings and HarbourVest offers private equity with Vanguard.
Strategies for Including Private Equity in DC Plans
From an operating perspective, plans can use private investments in a multi-asset class investment vehicle.
Pondering DC Plan Access to Private Equity
An ever-greater proportion of the wealth being generated by the U.S. and global economies is locked away in private equity markets.
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.
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.
