Investment Products and Services Launches
Franklin Templeton Expands ETF Lineup with Three Additional Funds; Hartford Funds Launches Short-Duration ETF; First Trust Launches Actively Managed ETF; and more.
Tag: Managed accounts
Are Managed Accounts Better for Participants Than TDFs?
Professional investment assistance helps DC plan participants’ outcomes; however, an analysis from Alight Solutions found users of managed accounts see higher returns, are more diversified and save more...
Measuring Managed Account Performance Is Part Art, Part Science
A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is...
Using Data to Determine the Best QDIA for Your Clients
A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit...
Retirement Income, Managed Accounts and ‘Shadow Fiduciaries’
New Cerulli research shows the most common reason for which 401(k) plan sponsors offer participants a managed account service is that it can be positioned as a retirement...
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?
Employers Should Shift Perception of Managed Accounts
Research from Cerulli Associates finds plan sponsors must position managed accounts as a service, in order to change its costly product reputation.
White Paper Suggests Areas of Focus for DC Plan Sponsors in 2018
A Mercer white paper says defined contribution plan sponsors should focus on ensuring sound plan management and establishing success measures, among other things.
Investment Products and Services Launches
Swerdlin & Company Integrates Stadion Storyline; Vanguard Offers First U.S. Actively Managed ETF Suite; and AAM Enters U.S. ETF Market with New Dividend Funds; and more.
Less Than 6 in 10 Gen X and Gen Y Millionaires Work With an Adviser
But among the 58% of these investors who do, expectations run high.
PANC2017: Improving Plan Design for Retiring Participants
Participants age 50 and older need more personalized advice, advisers say.
trendspotting
Benchmarking Managed Accounts
Some experts say they should be measured against individuals' goals
Many Advisory Firms Centralizing Portfolio Construction
They are finding this results in better performance and reduced litigation risk.
Morningstar and Prudential Deny Racketeering Claims
The complaint suggests the companies engaged in “Tammany-like” collusion to steer assets into more favorable investments; both providers have issued strong denials and requests for summary judgement.
investment-oriented
Default Thinking
How to advise sponsors about switching to managed accounts as the QDIA
More Advisers May Be Forced to Use Model Portfolios
Most executives interviewed by Cerulli believe that home-office discretion will increase as “underperforming advisers are identified and persuaded to use portfolios created by the headquarters consulting group.”
Hybrid QDIAs Can Help Preserve Retirement Income
DC plan sponsor clients can leverage both TDFs and managed accounts together to maximize outcomes.
Benchmarking Managed Accounts Against Participant Goals
Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor’s unique individual goals.
Life Events Drive Choice of Managed Account
Investors widely report that a particular life event, such as a marriage or a child being born, prompted the first use of a managed account.
Managed Accounts Evolving in DC Space
Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs.