Making sure plan participants understand the positive aspects of volatility can help them avoid poor trading decisions during periods of negative returns.
Finding that most households own mutual funds in employer-sponsored retirement plans, the Investment Company Institute (ICI) looked into the factors considered when selecting mutual funds.
According to Northern Trust, Corporate Employee Retirement Income Security Act (ERISA) pension plans had the best first quarter on a relative basis, while the Wilshire Trust Universe Comparison...
According to Mike Hunstad at NTAM, it may take some time for the retirement industry in the U.S. to fully embrace ESG as a positive-performance factor, but he...
The San Bernardino County Employees’ Retirement Association uses knowledge management and InvestTech to make better-informed portfolio rebalancing decisions.
Research from Morningstar finds most investors, across ages and genders, have clear preferences for environmental, social and governance (ESG) investment products, but another study suggests education is needed...
An analysis from Morningstar suggests monitoring defined contribution (DC) plan fund menus can have a positive impact on performance, and investment management providers weigh in on how to...
In his experience leading Principal’s retirement income solutions business, Sri Reddy says, the No. 1 thing people get wrong about annuities is to say that purchasers of such...
One firm, for example, plans to soon roll out multiple additional products to complement its two existing ESG-labeled strategies—next will come ESG approaches to global equity and global...
Two separate reports suggest that public pension plans’ strict adherence to target allocations and corporate pension plans’ focus on bonds and de-risking their portfolios may be hindering potential...
The analog of defined benefit liability-driven investing on the defined contribution plan side is the discussion of in-plan guaranteed retirement income.
In recent years, hedge funds have not assumed sufficient risk to deliver attractive performance, but Willis Towers Watson suggests new approaches they can take to remain relevant.
Performance is not sacrificed by investing in environmental, social and governance (ESG) investments, and plan sponsors and participants can align their financial goals with their values, a white...
Despite their advantages, the purpose of defined contribution plans and ability of recordkeeping systems to handle exchange-traded funds' unique traits keep them from being widely adopted by plan...