Investing
CalPERS Adopts ESG Strategic Plan
QDIAs Expected to Gravitate to Customization, Managed Accounts
ERISA Plans Top Institutional Plan Portfolio Returns in Q2
Corporate ERISA plans were helped by a larger allocation to U.S. fixed income.
DC Participants Were Busy Traders in July
U.S. retirement plan participants favored fixed-income during the busy trading month of July.
TDF Market Complexity Brings Opportunity
New Cerulli Associates research offers some timely thoughts on target-date fund customization.
Institutional Plan Returns Continue to Lag 60/40 Portfolio
Investing Strategies for Pensions in the Current Environment
Index Mutual Funds and ETFs See Strong Demand
On the fixed-income side, Strategic Insight finds active bond funds netted $6.1 billion of new investments during June 2016, “mainly on demand for muni-bond offerings.”
ESG Factors Can Illuminate Due Diligence Processes
In addition to their own interest in boosting investment performance, investor demand is another top reason why investment managers are taking ESG issues into consideration, Cerulli finds.
401(k) Plan Participants Invest in Lower-Cost Mutual Funds
Asset Managers Committed to Securities Lending Business
Cost of Purchasing Annuities Has Spiked
"Pre-retirees now need to plan on having nearly 10% more in retirement savings than before, in order to buy the same level of deferred income,” BlackRock warns.