Investment Product and Service Launches
Stadion Money Management launches managed account technology; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.
Tag: Private equity
DCALTA Publishes Framework for Implementation of Private Equity in DC Plans
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...
Managers Expect Annuity Allocations to be Incorporated Into TDFs
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.
Publisher’s Note
What a Year!
With so many bigger issues facing the country, much has happened that almost seems unnoticed.
ERISA vista
DOL Gives Private-Equity Guidance
401(k) plans may include the strategy as part of a diversified fund.
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...
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...
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...
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).