Some investors cite the concern that publicly owned companies may be “greenwashing” reported data to enhance their image from the ESG investing perspective, cited by 37% in a...
ERISA requires plan sponsors to regularly monitor investment lineups to ensure they remain prudent—a task made more complicated by the multi-layered construction of target-date funds; a new paper...
Retirement plan investment product and recordkeeping providers are careful to present a friendly face in their marketing and even in their public interactions with each other—but that doesn’t...
Data from the Alight Solutions 401(k) Index already shows retirement plan participants are reacting poorly to this latest round of stock market volatility, with trading activity described by...
Common sources of plan sponsor and participant concern with managed accounts include cost concerns, lack of participant understanding, and lack of qualified default investment alternative status unless only options...
With interest rate uncertainty, when should defined benefit plan sponsors move to long-duration bonds, and can short-duration bonds be the answer right now?
Voya Investment Management has pledged to adopt six basic principles to promote and support the use of environmental, social and governance investing programs.
About a third of participants across Millennials, Generation X, and Baby Boomers who self-manage the investment of their plan accounts are more conservative than a typical target-date fund...
Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity fund options being added to DC plan menus—and...
ACCF agrees theoretically with the possibility that environmental and social factors are materially important to institutional investments, instead accusing New York City of failing to live up the...
Institutional investors with less than $1 billion in assets paid 65% more for investment management than medium-size funds ($1 billion to $10 billion in assets) and 91% more...
The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional investors, small and large issuers, trading venues, dealers,...
Among tips Mercer suggests is evaluating litigation vulnerability at a time when lawsuits against higher education 403(b) plan sponsors are higher than ever.
“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning to 2018 we can be quite optimistic once...