Investing

Managing director of AB’s alternatives and multi-asset arm says the current market environment is rife with opportunities.

New data from Strategic Insight shows long-term mutual funds and ETFs attracted $158 billion of net new investment in 2015, despite $40 billion of outflows in December.

It is believed the Israeli banks help finance settlement construction in what some consider illegally occupied Palestinian territories, according to news reports.

TDFs may be the main vehicle by which alternative investments in DC retirement plans are increased, suggests one researcher.

Investment providers and recordkeepers are paying more attention to developments in the environmental, social and governance investing space. But what about plan sponsors?

Mercer outlines the top investment considerations for not-for-profit healthcare organizations for 2016.

The index is the basis for the Endowment Collective Investment Fund (CIF), used by DC plans.

Why do so few DC plans offer stable value funds on the investment menu?

John Hollyer with Vanguard says investors have been well-served by mutual fund regulations so far, so the SEC’s new efforts will likely have a minimal effect on investors.

Market conditions may motivate retirement plan sponsors to move to active strategies, says Bob Doll, senior portfolio manager and chief equity strategist for Nuveen Asset Management.

Retirement plan sponsors have had to cope with a significant amount of market and regulatory evolution in 2015—especially change pertaining to DC investment menus. 

The lawsuit claimed JP Morgan misled investors about its trading activity, inflating the price of its stock before suffering large trading losses.

The Defined Contribution Institutional Investment Association issued a white paper to help sponsors do a better job of preparing participants for retirement. 

Central bank policies around the world are diverging, which could cause volatility spikes, according to Goldman Sachs Asset Management—but that doesn’t mean it’s time to turn off risk.

The custodian believes it has incorrectly invoiced some asset servicing clients.

The Federal Reserve raised interest rates by one-quarter of a percent, the first raise in nine years.

New research from Strategic Insight shows net redemptions from long-term mutual funds and exchange-traded products totaled $4.8 billion in November.

Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment trust series; and more.

 

Ongoing product innovation among insurance providers and asset managers is slowly improving choice for investors hoping to convert DC plan assets to guaranteed income streams.

 

Market and regulatory factors will lead defined benefit plan sponsors to pursue more active strategies and different asset classes.