Shifts in Asset Allocation Anticipated for Institutional Investors
Fidelity finds the top concerns for institutional investors are the low-return environment and market volatility.
Fidelity finds the top concerns for institutional investors are the low-return environment and market volatility.
Investors are feeling the impact of weak investment returns and the prolonged low-interest-rate environment.
There are many ESG or impact investment programs available, some of which will outperform and many more that will not.
Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs.
Cerulli sees robo-advisers as a tool to enhance adviser-client relationships.
ESG investing principals are being implemented by institutional investors in a rich variety of ways, with an increasing emphasis on the “social” and “governance” portion of ESG.
Morningstar argues the increased savings benefits measured among managed account users are likely to outweigh the costs of such products over TDF pricing.
Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to the method for paying investment provider fees and...
A convergence of factors is expected to lead asset managers to innovate products and services.