Search results for: volatility
Misperceptions About TDFs Giving Participants a False Sense of Security
Many think the funds are guaranteed, a study finds, so more education is needed.
Publisher’s Note
What’s Good for Them
If clients ask to add digital investments to their plan, the adviser needs to stress prudence.
Investment Product and Service Launches
Amundi U.S. expands global sustainable equity funds lineup; Build Asset Management launches new ETF; Retirement Plan Advisors expands solutions to include adviser managed accounts; and more.
DC Plan Investment Menu Evolution Continues
One telling stat identified in new NEPC research is that managed account adoption has remained stagnant for several years now, while index-based target-date funds have grown in popularity.
The Case for Alternatives in DC Plans
Defined contribution plan sponsors including alternative investments may need to use retirement plan advisers to evaluate and monitor the investments, because alternative investments typically have higher fees than...
Useful Advice as Rates Rise and Markets Move
With markets off to a choppy start in 2022 and rate hikes on the horizon, inflation is top of mind for many investors, as demonstrated by a D.A....
Helping DB Plan Sponsors Consider Risks for Their Portfolios
Investment managers discuss opportunities moving forward for corporate defined benefit plans.
The Art of Building TDF Glide-Paths Amid Market Disruption
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who benefit from taking the most risk are likely...
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely embraced by institutional investors.
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Making Sense of the Interest Rate Evolution
The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much is clear in early 2022, but what comes...
Investment Product and Service Launches
Vanguard to expand ESG lineup; TIAA offers lifetime income for corporate retirement market; and MSCI announces alliance with Menai Financial Group.
Investment Product and Service Launches
DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global Advisors enhances ESG portfolio construction; and more.
Inflation Figures and Volatility Expectations Confront Investors
While supply chain bottlenecks have lasted longer than initially expected, LGIMA says it believes inventories will eventually catch up as demand moderates.
Cash-Out Concerns Ahead of Tax Season
Workers in the U.S. still have plenty of time to file their 2021 taxes with the IRS, but advisers can take steps now to remind their clients of...
Learned Lessons and Market Musings From CIO Bob Doll
The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response to the ongoing economic recovery and macroeconomic conditions...
Lincoln Financial Revamps Participant Website
The firm says the digital tools embedded on the website are designed to encourage participants to engage more with their accounts.
Investment Product and Service Launches
AllianzIM debuts second buffered outcome ETF and new upside caps for January series; T. Rowe Price acquisition expands alternative investment market footprint; and more.
DB Plans Should Invest to Achieve Set Objectives in 2022
Protecting funded status, addressing inflation risk, adding value, and more are among suggestions from consultants and asset managers.
The Year in Top PLANADVISER News
From continued coverage of the CARES Act and government stimulus bills to the machinations surrounding the DOL’s fiduciary regulations, some key topics gained outsized attention from readers this...