Why Have Balanced Funds Been Given the Short Shrift?
Their performance only matches that of TDFs for a certain age cohort, but there are other circumstances for which they...
Tag: balanced funds
QDIA Basics
What plan sponsors need to know about qualified default investment alternative rules and how to select the appropriate one for...
PSNC 2020: Time to Get Serious About ESG?
Environmental, social and governance investing is slowing becoming pervasive in DC plans, particularly as Millennials are poised to become the...
PSNC 2020: New Thoughts About QDIAs
A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...
Private Equity Could Boost DC Plan Participant Returns
Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
Younger Participants Gravitate to TDFs, Balanced Funds
Sixty-four percent of participants in their 20s own a TDF.
Proper Asset Allocation Often Overlooked, Sibson Says
The right allocation could boost returns over a person's career by as much as 34%, the consulting firm says.
Morningstar Paper Lays Out Method to Determine the Best QDIA
“The world is moving toward big data, and thus far as an industry we haven’t been able to use big...