Investing

They also have a larger portion of their portfolios in cash than other generations, according to Charles Schwab.

Not only was it the lightest trading month so far this year, but there were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.

S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well...

Willis Towers Watson says the pension plan landscape is quickly changing, as returns will be lower while volatility is likely to increase.

Sources share what to look for in asset managers and investment products to reap the best investment outcomes.

Stable value funds can and do play an important role as an asset class alongside target-date funds, and they should also be the subject of sufficient deliberation.

The firm found an advisory fee waiver in place on the PIMCO All Asset All Authority Fund was less than it should have been.

They favor active management, most have turned to private markets, and nearly half are using scenario analysis to prepare portfolios for political risk.

Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.

Research finds including private equity in balanced and target-date funds offers return and diversification benefits.

Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.

"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at AllianceBernstein, tells PLANSPONSOR.

Do managed accounts or larger investment menus encourage participants to add more to their DC plans?

They are lengthening bond durations and increasing liability-hedging fixed income allocations, a Vanguard survey found.

Among other things, the agency found some TDFs had marketing materials with asset allocation disclosures that differed from the TDFs’ prospectus disclosures.

Good target-date fund performance is obviously important to participant outcomes, but so is protecting their hard-earned dollars in times of market stress.

Suggesting ways investors can address the lower-growth outlook, senior leaders at J.P. Morgan point to the alternative investments and private equity space as a developing opportunity set.

Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to fixed income.