Participants Show Interest in Alternative Investments, but Knowledge Gaps Remain
In a new Schroders survey, workers expressed interest in private market investments, but many do not understand the benefits of...
Tag: Alternative Investments
Products |
Apollo, Athene Working On Alts, Annuities in DC Investing
The asset manager and insurer have teams working on a product to compete among in-plan annuities.
Products |
Investment Product and Service Launches
F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories...
Benefits |
DB Plans’ Experience Provides No Playbook for DC Plans to Incorporate Private Equity
According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...
Study Informs DC Plan Fiduciaries of Trends, Outcomes of Private Real Estate Allocation
A Defined Contribution Alternatives Association research paper examined the case for plan sponsors to consider private real estate in retirement...
Incorporating Alternatives Into DC Plans Brings Challenges, Opportunities for Plan Sponsors
The U.S. is falling behind other countries in offering alternative investments in defined contribution plans, according to speakers at the...
Products |
Investment Product & Service Launches
Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.
Retirement Industry People Moves
Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...
DB Plans Report High Returns in Q1 2023
After a poor performance in 2022, defined benefit plans are reporting positive returns so far this year as bond markets...
Retirement Industry People Moves
Institutional Retirement Income Council names new board members; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...
Retirement Industry People Moves
Millennium Trust announces new chief financial officer; Transamerica names customer experience and marketing lead; and more.
Many Plan Sponsors Hesitant to Offer Retirement Income, Study Shows
Many plan sponsors have yet to consider retirement income solutions and are hesitant about offering alternative investments.
Products |
Investment Product and Service Launches
Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public...
Products |
Investment Service and Product Launches
MSCI offers investment tools to screen companies harming biological diversity; John Hancock launches equity income portfolios; RBC launches U.S. mutual...
Products |
Investment Service and Product Launches
Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and...
Benchmark Properly for Access to Alternatives
After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution plans.
Growing Inclusion of Alts in DC Plans
Defined contribution retirement plans are incorporating alternative investments in custom target-date funds, and access to alternatives has increased thanks to...
Opinions |
Real Estate in DC Plans: Key Considerations
Lew Minsky, with DCIIA, reviews questions defined contribution plan sponsors should ask when considering real estate investments for their plans.
JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations
J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.