Products | September 12th, 2019 Investment Product and Service Launches Wilmington Trust and Federated offer CITs to DC clients, and Cohen & Steers closes real estate fund share classes.
Investing | August 22nd, 2019 Education and Transparency Two Issues for CIT Use in DC Plans Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby...
Investing | June 21st, 2019 Use of Index Funds in 401(k)s Increasing The use of index funds by plans in the BrightScope Defined Contribution Plan Database increased from 79% of plans and...
Products | February 28th, 2019 Investment Product and Service Launches HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.
Products | September 27th, 2018 Investment Product and Service Launches Capital Group adopts PFaroe; Reliance Trust chooses Northern Trust to support CITs; Vanguard introduces low-cost ESG ETFs; and more.
Investing | September 10th, 2018 TDFs Contribute to CIT Growth in 401(k)s In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.
Products | May 31st, 2018 Investment Products and Services Launches MassMutual introduces new TDFs, and Krane Funds Advisors creates CIT for retirement plans.
Investing | May 18th, 2018 Is There Any Hope for 403(b)s to Be Able to Use CITs? These lower-cost funds are growing more popular in the 401(k) market, but are not available to most 403(b) plans.
Compliance | April 20th, 2018 Principal Faces Lawsuit Over Management of TDFs The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary...
Investing | April 10th, 2018 Advisers See a Place for Both Active and Passive Investing Their No. 1 objective for client portfolios is downside risk protection
Investing | January 22nd, 2018 Greater Use of Passive Funds Built Directly on TDF Popularity Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity...
Investing | December 11th, 2017 CIT’s Costs Attract Institutional Investors A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that...
Products | November 9th, 2017 Investment Products and Services Launches Vanguard increases fixed income fund roster of ETFs; BNP expands partnership with Janus Henderson to include U.S. services; First Trust...