Investing

For income-focused investors utilizing bond ladders, a gradually rising rate environment leads to durably higher spending ability over the lifetime of the portfolio.

Experts weigh in on the lasting effects President Donald Trump’s cabinet—and the Republican-controlled Congress—could have on the retirement planning industry.

With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to select the proper TDF approach for their participants’...

Cerulli suggests the recent increase in interest rates following the election has sparked renewed interest in pension de-risking and liability-driven investing among institutional investors.

Mercer suggests 10 areas for investment considerations for not-for-profit health care organizations.

With consumers every day becoming more fee conscious and mounting pressure from regulators and litigators, Cerulli finds that advisers “believe that lower-cost investment products translate to less business...

Passive funds led demand with $62.3 billion of inflows, while actively managed funds experienced aggregate net redemptions of $64 billion in December, Strategic Insight data shows.

Including private equity into the asset class mix of a DC plan participant’s TDF could generate additional savings of $484,168, according to a new study.

“Never before—not even during the global financial crisis—have investors come to us so concerned with such specific questions about the movements of the markets and governments around the...

Experts ask whether plan sponsors will move towards impact investing in 2017. 

An analysis of potential investment options in a plan sponsor's line-up and when and why to use them, or not.

However, researchers identified an investment strategy that could have been used by investors in-house that would have resulted in similar returns.

Moving into the New Year, plan sponsors may want to keep an eye on ESG funds, as they have seen substantial growth this year.

Glide paths, investment management style and fees are all crucial to TDF selection in a changing market. 

New investment to long-term mutual funds and exchange-traded products totaled $3.9 billion in November. 

Populism is challenging globalism and creating new tail risks; concerns about low growth are giving way to concerns about inflation.

The greatest barrier to funds incorporating ESG into investment decision making continues to be a lack of clarity over the value proposition.

Investors are finding new avenues to use exchange-traded funds (ETFs), and they want more options for active ETF, smart beta and fixed income products.

Defined contribution plan sponsors should provide education in appropriate ways and at appropriate times to help participants understand not only how target-date funds work, but how to select...

“If they are choosing a passive investment option simply because it is less work for them, this is not in line with the spirit of ERISA,” says Jessica...