Vanguard Reopens Two Actively Managed Mutual Funds to New Investors
Vanguard has brought back its Primecap and Primecap Core funds, which were closed to new investors in 2004 and 2009,...
Tag: active management
OneAmerica, ProNvest Debut Adviser Portal Feature
The online portal offers participants the option of connecting their current retirement plan data with other unconnected investments.
6th Circuit Backs Defense in Fidelity Freedom Funds ERISA Suit
One expert who works on the fiduciary insurance side of the retirement plan industry calls the appellate ruling ‘the best...
Passive Investing Has Performed Well, Even During COVID Crisis
In 15 out of the 18 categories of domestic equity funds considered, S&P Dow Jones Indices finds the majority of actively managed funds underperformed their benchmarks during the...
Weighing Active Management in DC Plans
Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which...
Are Your Clients Carrying Uncompensated Risk Into 2021?
With hopes and expectations for a continued market rebound through next year, it is the right time to address causes...
Salesforce Ruling Offers Key Lessons About Revenue Sharing, Fee Litigation
The dismissal ruling pushes back against overly broad claims suggesting that actively managed mutual funds and revenue sharing are inherently...
Latest ERISA Class Action Suit Echoes Many Others
The proposed class action lawsuit against TriNet HR follows the same template as numerous others filed by the law firm Capozzi Adler.
Media Company Latest to Face Legal Scrutiny Over Fidelity Freedom Funds
The case is yet another example of Employee Retirement Income Security Act (ERISA) litigation to question the use of actively managed default investments.
Consider How CITs Can Fit Into Your Practice
Collective investment trusts (CITs) can help clients address fee pressures, support an increased focus on fiduciary obligations, provide a means to build white-labeled investments and more.
Excessive Recordkeeping Fees Cited in Oshkosh ERISA Challenge
The lawsuit points to a variety of alleged fiduciary breaches related to the Oshkosh Corp.’s retirement plan’s investment and recordkeeping fees.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
The Case for ‘Blend’ TDFs
PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is...
With New ‘Sensible Fees,’ Westwood Seeks Active Fund Disruption
According to the firm, “Sensible Fees” funds will enable investors to pay a low index or ETF-like base fee—only seeing a higher active management fee when fund performance...
Considering International Investments in Times of Market Volatility
Investment experts remind retirement investors that international investments can help to diversify a portfolio
403(b) Plan Sponsors Reveal Investment Preferences in Survey
Plan advisers can help 403(b) plan sponsors looking for downside protection, active strategies and target-date funds (TDFs) that can be used as a decumulation vehicle in retirement.
