Investment Product and Service Launches
Securian and QPA launch managed account for plan sponsors; ProShares and S&P announce ETF to invest in surging battery metal...
Tag: Investing
Asset Managers Scramble to Offer In-Demand Investment Vehicles
Asset managers are replicating existing mutual fund investment strategies in separately managed accounts and collective investment trusts to meet demand...
Fitch: SEC “Crack Down” on ESG Greenwashing to Continue
Retirement plan advisers should be aware both of SEC charges against those offering ESG funds, as well as the new...
DOL Finalizes Rule Opening Door to ESG Investing in Retirement Plans
The DOL announced a final rule that retirement plan fiduciaries can consider climate change and other ESG factors when selecting...
Top ESG Focus Areas for Big Investors Are Labor Rights, Gender Equality
Institutional investors in Q3 are not overwhelmingly focused on climate issues, with 41% considering social and governance concerns, according to...
Retirement FinTech Startup Lilly to Push Credit Card Rewards to IRAs
Venture-capital backed startup Lilly Funds recently launched a savings app to ship cash rewards from purchases to retirement accounts.
Experts: Big Investors, Fiduciaries in “Purgatory” Awaiting DOL ESG Rule
Lack of clarity from the DOL about ESG governance for retirement plans added to a drop in ESG incorporation by...
The Case for the 60/40 Portfolio’s Survival – In Two Charts
60/40 investing for long-term savers is coming under fire with the recent market downturn and rise in alternative options. Researchers...
Millennials and Gen Z Wealth Rises 25%, Outpacing Gen X and Boomers
The growing wealth of younger generations brings more challenges – and opportunities – to the investing and retirement planning sector,...
Understanding Investor’s Evolving Concerns
Investors are less confident making decisions on their own, but most see positive change when they receive help from an adviser, according to data from Principal.
Experts Offer Economic, Inflation Insights as Fed Wraps Key Meeting
There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves...
On the Future of Tech Stocks
A new analysis shows the MSCI World Information Technology Index reach a valuation peak in January, clocking the tech sector’s...
Retirement Income Evolution
Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it...
Investing in a ‘Circular Economy’
A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce...
Welcome to the Rising Rate Environment
In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are...
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.
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....
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...
Booming Markets Not Prompting Many 401(k) Trades
On average, just 0.01% of balances were traded daily in December, which is in line with the monthly average for the past year, according to Alight Solutions.
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...