Search results for: volatility
SEC Gives Nod to More Nontransparent, Actively Managed ETFs
They are viewed as the third phase in the development of exchange-traded funds.
Advocates Say DC Plans Should Be Considered ‘Accredited Investors’
Public markets are shrinking, and more of the wealth generated by the U.S. and global economies is locked in private markets accessible only by the wealthy.
Investment Product and Service Launches
Stadion Money Management launches custom managed account service; Hartford Funds presents interval fund; OpenInvest partners with LGIMA in ESG solutions; and more.
Insurance Companies Are Experiencing Investment Challenges
Since some retirement plan investments are tied to insurance company portfolios, should fiduciaries monitor these accounts like other investments?
The Business Cycle, Geopolitics and Retirement Investing
Trade tensions between the U.S. and China have dominated financial news headlines, but investors have a lot more to think about, including “Brexit,” an aging workforce and a...
Tips on How to Carefully Evaluate Target-Date Funds
Experts say this has never been more important, with TDFs projected to hold more than half of all retirement plan assets by 2025.
Investment-Oriented
Is Fixed Income Working?
For older participants, advisers should find investments that avoid volatility.
American Academy of Actuaries, SOA Update Longevity Illustrator
Understanding how long they may live opens up important retirement planning discussions with clients.
What Prolonged Low Rates Mean for TDF Investors
While they are responding in different ways, tactical and strategic target-date fund managers all have to adjust to a new normal of persistently low U.S. and global interest...
401(k) Investors Continue to Flee Equities
The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income, according to Alight.
Sponsored by ICMA-RC
Keeping Stable Value Options Stable
15% of participants select a stable value option for their DC plan account if one is made available to them—about twice as many as those participants selecting money...
Sponsored by ICMA
Investment Product and Service Launches
OneAmerica expands its group annuity platform with ESG offerings, and Vanguard adds an international core stock fund, overseen by Wellington Management.
Investment Product and Service Launches
Fidelity partners with Ethic to offer tailored portfolios; Global X launches cannabis ETF; SSGA rebrands ETFs to portfolio suite; and more.
Proposed Tax Could Hurt Retirement and College Savers
Even outside of saving for retirement or a college education, an investor’s ability to save for any future goal is drastically diminished by the proposed financial transaction tax...
401(k) Participants Often Make Ill-Timed Fixed-Income Trades
August brought six above-normal trading days, the highest monthly total since a previous bout of equity market volatility in December 2018.
Determining Whether DC Plan Clients Should Offer Real Estate Investments
Investors cite several common considerations for including a dedicated allocation to real estate, and a recent survey of American investors found real estate ranked as the top investment...
Advising Pensions and Endowments in Rocky Markets
From 100-year bonds to sophisticated hedging, the world of pension plan investing is different from the DC plan domain.
Investment Product and Service Launches
HighTower advisers have access to Riskalyze solutions; John Hancock announces second round of reduced fees; and Voya Financial releases new TDF solution.
Guiding Anxious Participants Through Rocky Markets
For advisers helping participants understand risk and volatility, offering a little reassurance can be more effective than teaching complex lessons in finance or economics.