Investing | May 1st, 2015 Will Concentration and Governance Issues Challenge Indexing Trend? Investment advisory predicts key foundational issues could slow indexing trend among institutional investors and retirement plans.
Data and Research | April 30th, 2015 More DBs Looking for Custom Solutions from OCIO Providers Many OCIO firms tell Cerulli they see signs of OCIO moving “up-market,” to larger institutions in corporate defined benefit (DB)...
Investing | April 28th, 2015 Conservative Investments Still Have a Place in Retirement Plans Participants need investment choices that can help them diversify their risk.
Investing | April 27th, 2015 Automated Investment Solutions Benefit Retirement Plan Participants Automated investment solutions provide comfort, as well as diversification, for retirement plan participants.
Investing | April 27th, 2015 International Equity Remains a Top Draw to Investors Net new investments in stock and bond funds totaled $49.4 billion in March, according to investment research and analytics provider...
Investing | April 27th, 2015 Strategic Insight Launches Liquid Alternatives Reporting Strategic Insight’s newest report series offers alternative investment insights for portfolio decisionmakers.
Administration | April 27th, 2015 Providers Can Help Improve Retirement Plans Retirement plan service providers are keeping up with new trends and can help plan sponsors do so as well.
Investing | April 24th, 2015 Morningstar Shows Lowest Cost Funds Dominate Flows The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new...
Investing | April 23rd, 2015 Cost of Deferred Retirement Income Has Climbed The cost of annuitizing retirement account balances continues to climb in 2015, but at a slower pace than in recent...
Investing | April 22nd, 2015 Risk Questionnaires May Not Help Participants Qualitative risk tolerance assessments are ambiguous and unhelpful to investors, contends a new white paper.
Participants | April 21st, 2015 Dramatically Short on Financial, Retirement Goals Most Americans are anxious about their finances and aspire to be more financially responsible, a survey finds.
Investing | April 20th, 2015 A Push to Normalize ESG in Retirement Plans Introducing socially progressive themes in the historically grounded financial services and investment management arena is no easy task.
Investing | April 20th, 2015 New Plan Design Trends Improved Participant Allocations Extreme equity investing in DC retirement plans has declined.
Investing | April 16th, 2015 Documenting a TDF Selection Process Is Key When evaluating and choosing a target-date fund, plan sponsors need a definitive process in place to support decision-making.
Investing | April 16th, 2015 Social Media Influences Institutional Investment Decisions Social media is joining traditional financial news media as a key source of information used by institutional investors, according to...
Compliance | April 14th, 2015 Broad Strokes of New Fiduciary Rule Outlined by DOL New rule language outlined by the Department of Labor will increase the number of advisers and brokers required to act...
Deals and People | April 14th, 2015 Wurts & Associates Rebrands as Verus Executives say a new name for Wurts & Associates better captures the firm’s investment research focus and capabilities across consulting,...
Data and Research | April 13th, 2015 Nearly All Americans Suffer Financial Stress Women and younger people feel particularly hard hit, a survey finds.
Data and Research | April 9th, 2015 Five Signs of Employee Financial Stress Worksite wellness education can help employees ease economic stress and counteract these distractions.
Products | April 8th, 2015 TIAA-CREF Expands Private Credit Platform TIAA-CREF unveils Churchill Asset Management, a majority-owned subsidiary focused on originating, underwriting and managing senior loan investments.