Tag: retirement plan investing

Despite a market “teeming with better-performing alternatives,” the plaintiffs say, Walgreen selected the Northern Trust Funds, which already had a history of poor performance.

Among the remarkable characteristics of today’s global fixed-income marketplace is the $15 trillion invested in negatively yielding bonds.

John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite...

Among other things, a federal court judge found the director of benefits at Kaleida Health and the retirement plan committee of its 403(b) and 401(k) plans were fiduciaries.

River and Mercantile suggests that they use equity derivatives to provide contractual exposure to the equity market, but in a way where risk can be managed.

The defendants also agree to retain the services of an unaffiliated investment consultant to provide an evaluation of the design of the plan’s investment lineup and to review...

A BrightScope/ICI study also found collective investment trusts (CITs) accounted for a larger share of assets in larger plans than smaller plans.

Long-duration private debt can be used for hedging liabilities, and other alternative investments may be used for enhancing risk-adjusted returns, a report from Cerulli Associates explains.

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis.

A research report argues that even defined contribution (DC) plan participants in plans with a default investment do not have the financial acumen to know whether the default...

Investors also look at historical performance and performance compared to an index, ICI found.

U.S. equities were the driver of rebounds from the 4th quarter of 2018, according to the Northern Trust Universe and the Wilshire Trust Universe Comparison Service.

April marks the 15th month in a row that 401(k) investors have been fleeing equities for the safety of fixed income, Alight says.

Eaton Vance changes investment objectives and policies of funds, and Transamerica launches fifth managed risk ETF.

It is important for plan fiduciaries to know what to consider for placing a fund on watch or replacing it.

Empower Launches Advisor Managed Accounts; Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory...

A Vanguard analysis still finds both “pure TDF investors,” or those who hold only a single TDF, and “mixed investors”—investing in a TDF in combination with other investments...

Cerulli believes managed accounts will continue to gather assets as a customized solution for a targeted cohort of a plan’s overall participant population, as well as address decumulation...

According to a Cerulli report, fee sensitivity, concerns about performance and regulatory confusion are headwinds to environmental, social and governance (ESG) investment adoption in defined contribution (DC) plans.