Search results for: volatility
Costs Weigh Heavily for Pension Risk Transfer Decisions
Overall DB plan costs, costs from changing mortality assumptions and PBGC premium hikes are all factors plan sponsors take into consideration when deciding whether to implement a pension...
Advisers Project Political Climate to be Greatest Source of Volatility
Eaton Vance has updated its Adviser Top-of-Mind Index, revealing advisers' biggest concerns as well as potential solutions.
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Invest or Contribute to Solve a Retirement Funding Shortfall?
Many defined benefit (DB) plans were closed to new entrants and/or frozen after the market crash in 2001 and the financial crisis in 2008. Due to many reports...
Adviser Focus Shifts From Interest Rates to Equity Highs
With the equity markets riding high, more advisers are contemplating how to secure downside protection for their clients’ portfolios.
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Older Americans Too Cautious?
Innovations in medicine and technology have extended human life by more than 30 years since 1900, which has helped to double the time the average adult now spends...
Investment Products and Service Launches
Deutsche AM Slashes Mutual Fund Expenses; Fidelity Cuts Expenses on Mutual Funds; Transamerica Debuts Smart Beta ETFs; and more.
Investment Products and Service Launches
Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.
DOL Rules Have Popularized ESG Investing Among DC Plans
ERISA attorneys and asset managers agree that ESG is rapidly becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional investors for that matter.
Investors Approach Investing Differently Across Generations
A new study by Dreyfus finds that in the midst of a changing market environment, younger investors are more likely to reevaluate their investment approach than their older...
A Deeper Look into the Long-Horizon of DB Plans
A study by Willis Towers Watson argues that long-term horizon investing can generate as much as a 1.5% premium per year.
Investment Products and Service Launches
Goldman Sachs Launches New ActiveBeta ETF; WisdomTree Sprouts New Smart Beta ETF; Manning & Napier Rolls out Disciplined Value CIT; and more.
Behavioral Finance Can Guide TDF Glide Paths
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.
Ripe Time to Reevaluate Clients' Investment Approach
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.
Smart Beta Could be the Next Step in TDF Innovation
In a world of heightened fee pressure and low long-term returns, asset managers are redesigning widely used TDFs and some are turning to strategic beta.
Investment Products and Service Launches
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
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Getting to the Right Place
While retirement plans have made great improvements in the past few years, a great deal more work still needs to be done.
Americans Lacking Confidence in Retirement Savings
A new report by the Spectrem Group finds that several Americans lack confidence in saving properly for retirement, with the most concerned belonging to the Baby Boomer generation.