New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.
Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.
The institute has proposed a framework to bring clarity, consistency and transparency to the valuation of financial instruments such as mortgage-backed securities, credit default swaps, complex bonds and...
A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.
Asset managers and their institutional clients, DC and DB retirement plans included, are demanding more rigorous due diligence of mutual fund subadvisers.
Investors are prone to risky behavior during market downturns and TDF glide paths should protect against these shifts, says a portfolio strategist with Charles Schwab.
Effectively managing income taxes over a lifetime requires a careful balance of a person’s current tax burden with the need to achieve tax diversification for the unknown future.
Transparency remains of growing importance for asset managers and institutional investors focused on alternative assets, but many are unsure of how to achieve it.
About half of investors with at least $50,000 in investable assets say they have yet to reevaluate their investment approach in light of new challenges.
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.
Wells Fargo released its Retirement Optimism Index, which offers insight into what retirees and non-retirees think about the current interest rate environment and what’s to come.
Speakers at the 2017 PLANSPONSOR National Conference said changes may be coming to spur more creative lifetime income products and solutions for retirement plans.
Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they...