Investing

DCIIA provides potential next steps for defined contribution plan sponsors to incorporate alternative investments into their plans, with considerations for fiduciaries.  

One of the obvious and lasting appeals of multi-asset-class portfolios such as TDFs is their potential to provide retirement plan participants with a smoother ride when markets are...

One prominent chief investment officer foresees a “tug of war between a good earnings tailwind and a modest valuation headwind,” likely resulting in substantial volatility for institutional investors. 

The Department of Labor’s supplemental statement is a tonal shift rather than a substantive change that reflects the continuing courtship for defined contribution plans and private equity investments.   

Protecting funded status, addressing inflation, adding value and more—all should start with setting objectives.

Concerns about climate change and natural disasters are spurring fresh interest in environmental, social and governance investing.

The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and strong returns for many institutions.

Few institutional investors are making dramatic allocation changes for next year, but most will make tactical moves that reflect the new realities of the COVID era.

A new report suggests defined contribution plan investors have grown more sophisticated in their knowledge of the real estate asset class and many are looking closer at asset-level...

Asset managers polled by Cerulli Associates reported trends they see for DC plan investments.

Asset managers surveyed are also incorporating ESG factors into their investment processes. Meanwhile, a survey of individual investors indicates the use of ESG investments by plan participants could...

The first step involves choosing an optimal mix of asset classes based on traditional measures of risk and return, and the second involves tilting the portfolio toward ESG...

In a low interest rate environment, annuities provide an option that reduces longevity and sequence-of-return risks.

Following the long stretch of market gains despite the pandemic, investors are worried about retirement risks and more of them are showing interest in protection products.

The authors of a new report from S&P Dow Jones Indices say it is worth taking a moment to delve deeper into performance differences across actively managed market...

The debate continues following a recent publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’