Tag: Private Markets

Only 7% of global private asset owners said they were planning to decrease their exposure, according to State Street.

Experts say defined contribution plan advisers and sponsors should build portfolios ‘like an institution.’

Miller is tasked with encouraging retirement plan sponsors and wealth managers to invest in private markets.

Fees remain a concern with alternative assets, but experts say even modest gains could compound meaningfully over a worker’s career.

As markets take a more active investment approach, surveyed plan sponsors said they would pay an additional 15 basis points...

The consulting firm forecasted that the adoption of private capital in defined contribution plans will reach 6% in less than...

Morningstar says plan advisers should go over much more than regulatory education with sponsors and asset managers.

Among surveyed advisers, 70% said they believe more clients will invest in private markets over the next three years.

The much-anticipated safe harbor aims to reduce ‘regulatory burdens and litigation risk’ for the inclusion of private assets in defined...

At recent Securities and Exchange Commission roundtables, experts warned that without clearer disclosures on valuation, liquidity and fees, private assets...

Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.

Retirement Advisor Council survey respondents shared which plans they think are best suited for private assets investments.

‘Any private asset allocation must earn its place in the portfolio,’ according to a firm retirement strategist.

The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.

Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy break down five misconceptions about utilizing...

The Department of Labor will offer more legal briefs and ‘lead with compliance assistance,’ according to Deputy Secretary of Labor...

Industry experts say 2026 will be defined by policy momentum and plan sponsor caution over alternative assets in defined contribution...

Among those surveyed by HarbourVest, 94% said they are confident private market investments could improve long-term participant outcomes.

Ryan will assume the newly created role on January 5.

Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes...