Tag: Risk Mgmt

President Trump’s infrastructure spending proposal and other pro-growth economic strategies could have a positive effect on real assets if they...

GMO looked at the performance of various TDF factors over a 40-year period to help guide TDF selection.

“That is at the top of our clients’ agendas, be it through reducing costs, adding diversity or creating bespoke solutions...

The potential for enhanced returns with reduced risks and costs would seem appealing to any plan sponsor, but what is...

For income-focused investors utilizing bond ladders, a gradually rising rate environment leads to durably higher spending ability over the lifetime...

Experts weigh in on the lasting effects President Donald Trump’s cabinet—and the Republican-controlled Congress—could have on the retirement planning industry.

With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to...

Cerulli suggests the recent increase in interest rates following the election has sparked renewed interest in pension de-risking and liability-driven...

J.P. Morgan suggests ways retirement plan sponsors can help participants improve outcomes in a low-return environment.

“Never before—not even during the global financial crisis—have investors come to us so concerned with such specific questions about the...

Populism is challenging globalism and creating new tail risks; concerns about low growth are giving way to concerns about inflation.

“If they are choosing a passive investment option simply because it is less work for them, this is not in...

The underestimation of human life spans by forecasters and the potentially sharp unanticipated increases in longevity resulting from medical breakthroughs...

There are many ESG or impact investment programs available, some of which will outperform and many more that will not.

Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs. 

Cerulli pegs interest in “smart beta” to a heightened focus on fees that has proven to be a boon for...

They also expect the Federal Reserve will raise rates by year-end.

Some providers are encouraging a type of hybrid approach, bringing together the best of both TDFs and managed accounts. 

A lot of parties are involved in even a modestly sized pension risk transfer deal; aligning their interests, timelines and...

“It’s important that people are allocating their investments in a way that’s appropriate for their age and risk tolerance,” says...