Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income.
Tag: Real Estate
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
Together, they supply 40% of retirees’ income.
Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more.
As a general matter, DC Direct Real Estate product structures should accommodate the unique considerations that are important to DC plan fiduciaries, such as investor eligibility, regulatory oversight and tax reporting, the DCREC says.
The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.
The platform will offer private label funds run with a combination of active and passive management.
In the last few years, real-estate exposure has been gaining traction in the DC space; however, its potential for key benefits also poses several challenges.
Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.
Investments could include REITs and high-yield bonds.
Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.
Real estate continues to be the top alternatives pick for pension funds.
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.
PGIM foresees investment opportunities across real estate, health care, and technology.
Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.
Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.
hot off the presses
New products, highlights, announcements
The new Multi-Strategy Income Fund from Russell Investments seeks to balance the need for generating income today with the need to generate sustainable future income.
The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real estate investments.
Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility for participants, a new study suggests.