In the last few years, real-estate exposure has been gaining traction in the DC space; however, its potential for key benefits also poses several challenges.
While little concrete policy has yet been crafted, it is commonly assumed that the Trump administration will have little enthusiasm for promoting environmental, social and governance investing.
“Low growth, low interest rates and fully valued equities make the hope for strong future returns just that—a hope,” new research from Willis Towers Watson warns.
Experts argue bond ladders can work in a rising rate environment and across a variety of unpredictable macroeconomic scenarios—allowing investors to continually readjust their fixed-income exposure.
Like individual investors, TDF portfolio managers feel pressure to react to short-term trends and speculative market headlines; as with individuals, performance depends on efficient portfolios and a principled...
Mercer suggests not-for-profit health care organizations keep an eye of 403(b) lawsuits, ACA regulations and DB funding, among other things, when making investment decisions in 2017.
Medium- and long-term return assumptions that had already been fairly muted heading into 2017 should be adjusted downward even further, a new analysis from Cerulli Associates contends.
Exchange-traded funds have struggled for years to enter the defined contribution market; they could see more success under a tighter fee and regulatory environment.
Adding private equity into a custom TDF’s asset class mix can potentially increase a DC plan participant’s total amount saved and distributable by about 8.7%, according to a...
The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...