Extreme Market Volatility Demands Engagement
Helping retirement plan participants navigate big market swings is a key part of ensuring long-term success—as is sticking to strategic...
Tag: performance
A Pro-ESG Framework That Could Finally Stick
Now that industry experts have had some time to digest the DOL’s new proposal regarding the use of ESG investment...
More of the Same Expected for Rates, Inflation in 2021
Interest rates were already stuck at stubbornly low levels even before the outbreak of the coronavirus pandemic, and the federal...
$17.5M Settlement Reached Over ‘Too Conservative’ Plan Investments
The plan’s investment policy statement allegedly called for 70% of the plan’s assets to be allocated into domestic fixed income...
Asset Managers Share Initial Expectations for the Biden Presidency
One expected outcome at this very early juncture is that environmental, social and governance investing will see major advancements, sources...
Market Watchers Urge Calm as Volatility Spikes
This week has delivered a painful but necessary ‘reality based’ repricing, one expert says.
Coronavirus Questions Reshape Long-Term Capital Market Assumptions
The challenges facing U.S. and global equity markets at the start of 2020 appear tame compared with present obstacles—a fact...
Equity Analysts See More Volatility and Decent Returns
Asset managers’ mixed outlook on the market reflects the uncertainty and volatility experienced so far this year, though there is...
Inflation Is Not All Bad. In Fact It Is Essential for Growth.
Many find it counterintuitive that the U.S. Federal Reserve would want to push up inflation, but it has some good...
New Normal for Interest Rates Embraced by Federal Reserve
In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution...
Volatility Brings Focus on Sustainable Retirement Income
Participants are looking to their employers to offer a retirement income solution, while interest in ESG investing among retirement plan...
Will ‘Whiplash’ Volatility Continue in Q3? Most Likely.
The global equity markets dropped by about 20% during the first quarter before snapping back in the second. Analysts are...
Record Balances Raise the Stakes for DC Plan Investors
Both market gains and improved savings behaviors have pushed defined contribution (DC) plan balances to record levels.
Portfolios Face Rate Cuts, Trade Tensions and Elections
The combination of moderate growth and technological innovation will continue to suppress inflation, which in turn will bolster the global...
Will 2020 See Active Managers (Finally) Outperform?
After a decade of trailing their passive counterparts, active managers may benefit this year from an improved outlook for small...
Prudence, Performance and Quality in Target-Date Funds
Good target-date fund performance is obviously important to participant outcomes, but so is protecting their hard-earned dollars in times of...
A Target-Date Fund Industry Snapshot
The five leading TDF families by assets dwarf their competition, and the biggest provider keeps getting bigger.
Explaining the ‘New Normal’ for Interest Rates
"The new normal for interest rates simply means that retirement investors have to take more risk,” says Steve Foresti, CIO...
Participants, Plans Already Feeling the Impact of U.S-China Trade War
Until recently, the marketplace expected the U.S. and China would, year over year, continue to integrate and overlap their economic...
Participants Display a Variety of Risk Biases, Damaging Outcomes
Common biases impacting retirement plan investors include the availability bias, belief perseverance bias, confirmation bias, herding bias and more.