Tag: Investment analytics

For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.

Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.

Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they...

Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.

As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to...

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger...

As the supply of savings rises relative to demand, the “market-clearing return” on savings declines.

Data from Northern Trust shows retirement plan investors have done well in the last year and in the last quarter, in particular, but long-term return assumptions remain muted...

At a recent PLANADVISER focus group event, it was evident that small- and mid-market plan sponsors had little interest in “white labeling” investments—and their rationale might surprise you. 

Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index

 

Institutional investors recognize that the expanding middle class in emerging countries will contribute dependably to global growth over the long-term, according to OFI Global Asset Management. 

Millennials are now the largest demographic in the U.S., and also the least likely to have access to a defined benefit pension plan. 

The platform will offer private label funds run with a combination of active and passive management.

There is more retirement plan investment fee data available than ever before, but it is still not exactly easy to identify a good value. 

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

Among those already engaged with their finances and financial services professionals, retirement planning remains a hot topic—but investors broadly feel confused and concerned. 

Serving governmental retirement plans is viewed as attractive by many providers, simply due to the sheer size and stability of the clientele, but one ERISA attorney warns there...

The IRS prohibits DB plans from paying lump sums to in-pay retirees and beneficiaries,” but many terminated vested participants will view lump sums as attractive.”

Analysts suggest infrastructure investments already have been doing fairly well in recent years despite heightened market volatility. 

Pairing this with higher deferral rates can result in balances as much as 30% higher, the investment firm says.