Tag: Risk Mgmt

A Willis Towers Watson report suggests large capital flows into certain squeezed portions of the private credit market are creating...

In the years ahead, Corporate Insight expects a very strong focus on the issue of cybersecurity among retirement plan providers...

With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.

Cerulli’s research shows more than half of advisers create customized investment portfolios on a client-by-client basis, while 42% start with...

A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but...

Even the plan sponsors that have not implemented a pension risk transfer say costs from changing mortality assumptions and rising...

Greater exposure to higher-yielding corporate bonds can notably dampen a fixed-income allocation’s diversification benefits to equity investments.

Fidelity found that fully 40% of those who managed their own account had a stock allocation in their 401(k) that...

The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number...

The company will be purchasing a group annuity contract from Prudential.

Natixis research sees “plenty of potential” to incorporate strategies that consider ESG criteria to incent younger investors to increase their...

Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.

The aging of the workforce is not just a U.S. phenomenon—and the global trend will impact investment returns for a...

Best practices for financial institutions that sponsor defined benefit plans.

Even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking.

This includes pre-funding, terminations and buy-outs, according to Mercer.

“The wide range of private fund strategies can generate strong returns, provide diversification, reduce volatility, act as an inflation hedge,...

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds,...

New mortality tables mandated by the IRS will go into effect in 2018, and PBGC premiums will only go up...