Investing
Strategic Beta ETFs Deserve a Second, Careful Look
For Some DB Plan Types IDL, Not LDI, Is the Answer
U.S. Has Largest Share of Pension Assets Globally
How More Retirees Could Affect Investment Returns
Providers Step Up Their Game With QDIA Offerings
Should Retirement Investors Shun Equity?
A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but the real lesson is about diversification, not dumping...
Passively Managed Funds Trounce Actively Managed Funds
Sustainable Investments In 401(k)s Attract Millennials
Search for Yield in TDFs Can Leave Older Investors Over Exposed
Institutional Investors Post Seventh Quarter of Positive Returns
Roth 401(k)s Growing in Popularity
How Two Generations of 20-Somethings Invest Differently for Retirement
401(k) investors in their 20s are investing much less in company stock than their counterparts did in 1996 and plenty more in balanced funds, a joint study by...
Non-U.S. Equity Returns Boosted TDF Performance for Q2
The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to as low as 51%, according to an analysis...
Fiduciary Rule May Force Plan Advisers Away From Portfolio Management
“The DOL conflict of interest rule poses risk to a firm if [practice leaders] knowingly allow advisers to manage underperforming portfolios for clients when a better-performing portfolio with...
Investor Demand Reshapes Active Fund Marketplace
One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the words of one researcher, “getting trampled.”
How Hybrid QDIAs Could Be Beneficial to Participants
Plan Sponsors Looking to Enhance Fixed Income Strategies
In order to preserve capital and protect participants from longevity risk, plan sponsors intend to put a bigger emphasis on fixed-income strategies.
Non-Proprietary TDFs Gaining More Attention
DC Plan Menus Evolve to Meet Participant Demands
According to Manning and Napier survey data, as many as 27% of participants say they have actually proactively opted out of a TDF auto-enrollment at least once, because...