Management Change Has No Impact on Fund Performance
Even though several funds see major outflows following highly-publicized management changes, Morningstar argues this tweak rarely effects fund performance.
Even though several funds see major outflows following highly-publicized management changes, Morningstar argues this tweak rarely effects fund performance.
One ERISA attorney says he is encouraged by recent ESG product development in the DC space that is “about so much more than screening out stocks.”
According to a new report by Dreyfus, younger investors are more likely than older ones to reevaluate their investing approach in light of a changing investment environment.
For several American Millennials, the Great Recession of the past decade has molded how they feel about investing and saving for the long-term.
The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number of securities has sharply declined.
Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced chief investment officer services.
Long-horizon investing can generate up to a 1.5% premium on returns, according to a Willis Towers Watson study that modeled pension plan investment practices.
Natixis research sees “plenty of potential” to incorporate strategies that consider ESG criteria to incent younger investors to increase their participation in company-sponsored retirement plans.
The average price to invest in mutual funds through 401(k)s has been dropping since 2000, according to research by ICI.
Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.