Tag: Real Estate

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

The new Multi-Strategy Income Fund from Russell Investments seeks to balance the need for generating income today with the need to generate sustainable future income.

The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real...

Adding a 10% real estate exposure to defined contribution retirement plan portfolios can enhance the risk-return outlook and dampen volatility for participants, a new study suggests.

A recently introduced mutual fund from Pacific Life Funds offers a simplified approach to alternatives investing, with the goal of increasing overall portfolio diversification.

The global investment picture continues to strengthen at midyear 2014, despite first quarter setbacks, with stronger performance in developed economies and persistent low inflation predicted.

Real estate has a place in defined contribution (DC) plans, the Defined Contribution Real Estate Council contends, but sponsors have concerns over valuation, liquidity and cost.

A federal district court has ordered an Oregon realtor to repay more than $400,000 to the participants of its profit-sharing plan.

The Internal Revenue Service (IRS) is seeking comments about the definition of real property for real estate investment trust (REIT) investments.

CenterSquare Investment Management, Inc. has launched the CenterSquare Value-Added Fund III, L.P.

The Financial Industry Regulatory Authority (FINRA) imposed a $950,000 fine on LPL Financial LLC for supervisory deficiencies related to the sale of various alternative investment products.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.

Think people are either pre- or post-retirement? Think again. Before and after retirement is a spectrum of lifestyles and backgrounds, research says, and all types need specific messaging...

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.

The funded status of U.S. corporate pension plans fell 4.2% during January to reach 91%, according to the BNY Mellon Investment Strategy & Solutions Group (ISSG).

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

Principal Enterprise Capital LLC hired David Gottschall as managing director and Emily Slovitt as investment manager.