CITs Are ‘Ideal’ for Access to Private Markets, per Cerulli
Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes...
Tag: Private Markets
Private Markets for DC Plans: Evolution or Revolution?
Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, who identified adding private assets...
Retirement Pros Urge Caution With Alts in DC Plans
A recent panel of retirement and investment professionals argued for a slow and documented adoption process when including private assets...
Why Private Markets Are Essential for Long-Term Investors
Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can...
PGIM, Partners Group to Offer Multi-Asset Investment Vehicles
The companies’ suite of funds will have diversified exposure across public and private markets.
Breaking Down Misconceptions About Private Markets in DC Plans
A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of...
SEC Pushes Back Deadline for Private Investment Funds’ Disclosures
Private funds and advisers now have until October 2026 before they must provide enhanced confidential disclosures about portfolio investments and...
Nearly One-Quarter of Plan Sponsors Consider Private Market Investments: BlackRock
Employers chose target–date funds as the most likely way they would introduce private assets into retirement fund investment lineups, according...
Thrift Savings Plan Awaits Congressional Permission for Private Investments
The $895 billion of retirement assets in the nation’s largest defined contribution plan is off limits to private market investments—for...
Industry Groups Press DOL for Firm Rules on Private Investments in DC Plans
Last month, President Donald Trump's executive order gave the Department of Labor six months to provide its regulatory agenda.
GOP Senators Ask for Safe Harbor for Alternative Investments in DC Plans
The senators wrote Labor Secretary Lori Chavez-DeRemer that plan fiduciaries need ‘critical safe harbor protections’ from ‘frivolous lawsuits.’
Drew Carrington Joins iCapital to Lead Alternatives Strategy
Carrington will be responsible for partnering with alternative investment managers to develop and distribute alternative investment products.
Almost Half of DC Plan Participants Would Invest in Private Assets
A majority of respondents to Schroders’ 2025 U.S. Retirement Survey said that private assets could enhance portfolio diversification.
Advisers Increasingly Open to Private Market Investments in Retirement Plans, per Empower
According to a July survey, nearly half of surveyed advisers were willing to recommend private market investments, but most also...
Trump Signs Executive Order on Private Equity in 401(k) Plans
The Labor Department, Treasury and SEC are ordered to reexamine guidance around alternatives, including cryptocurrency in retirement plans to encourage...
DCALTA Encourages Inclusion of Private Credit in DC Plan Investments
The association makes a case that incorporating private credit into investments like target-date funds can improve participant outcomes.
Goldman Sachs Announces Private Credit CIT for Retirement Plans
The fund will be included in Great Gray Trust Co.’s Panorix Target Date Series, which integrates institutional-grade public and private...
Experts Split on Private Equity in 401(k) Plans
Supporters say access to PE would allow participants the chance to enjoy higher returns, while naysayers stress that the asset...
Warren Says Empower Responses to Questions About 401(k) Private Equity Investments Inadequate
An Empower spokesperson said the company is currently not commenting on the possibility of a response to Warren’s second letter,...
Blue Owl and Voya Partner to Offer Private Market Solutions to DC Plans
The firms will begin by offering collective investment trusts available through adviser-managed accounts.