Tag: liquidity

Instead, they would likely adopt liquidity fees, though Chair Gensler did not say so explicitly.

The average contribution rate of Black and Hispanic workers is roughly 40% lower than that of white workers, according to...

The SEC argues fund trustees assisted a mutual fund in dodging liquidity requirements by not acting to properly classify the...

Home-related expenses were 5 times more likely to drive spending volatility for retirees than health-related expenses, according to data from...

If applied to all US target-date options, the incorporation of illiquid assets could represent $5 billion in additional net returns,...

The new rules are designed to increase MMF liquidity and protect investors from runs on the funds, starting in 2024.

SEC Chairman Gary Gensler offered a spirited defense of the swing pricing proposal in a conversation with ICI’s Eric Pan.

Pinnacle Advisors helped a mutual fund dodge SEC liquidity requirements for at least a year, the SEC charges.

Most plan sponsors hope their retirement income solutions provide a paycheck-like experience to participants, T. Rowe Price research found.  

The comment period for the proposal is open until February 4 and would require a hard close, swing pricing and...

If adopted, the new rule would require most open ended funds to keep at least 10% of their assets in...

“A majority of institutions around the world now consider bond ETFs as an alternative for fixed-income exposure and liquidity,” says...