Investing

Investors are feeling the impact of weak investment returns and the prolonged low-interest-rate environment.

“The interest in ESG and corporate governance issues for investors only looks set to grow given its prevalence amongst Millennials,” says Jessica Ground with Schroders.

More and more institutions, including those with greater than $1 billion in trust assets to invest, have embraced full-discretion OCIO service, according to Cerulli Associates.

The underestimation of human life spans by forecasters and the potentially sharp unanticipated increases in longevity resulting from medical breakthroughs poses a real risk to pension funding levels,...

However, there are considerations about the peripheral risks of offering a custom fund—as a growing handful of DC plan sponsors have already been sued over the performance of...

There are many ESG or impact investment programs available, some of which will outperform and many more that will not.

Forty percent of corporate pension funds surveyed say they would be willing to accept lower returns in order to achieve a positive social impact.

Net outflows among active funds were driven by redemptions in large capitalization strategies, Strategic Insight data shows.

Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs. 

Cerulli sees robo-advisers as a tool to enhance adviser-client relationships.

Corporate ERISA plans were helped by a significant allocation to high yield, emerging market debt and longer duration investment grade bonds.

ESG investing principals are being implemented by institutional investors in a rich variety of ways, with an increasing emphasis on the “social” and “governance” portion of ESG. 

Morningstar argues the increased savings benefits measured among managed account users are likely to outweigh the costs of such products over TDF pricing. 

Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to the method for paying investment provider fees and...

A convergence of factors is expected to lead asset managers to innovate products and services.

Nearly six in 10 Americans expect the markets to become more volatile following the results of the presidential election, a survey found.

There has been a shift to investing in government money market funds since the SEC’s new money market fund reform.

Cerulli pegs interest in “smart beta” to a heightened focus on fees that has proven to be a boon for passive managers while simultaneously creating a significant headwind...

Adding a range of high-income generating assets to a traditional retirement-stage TDF portfolio could boost income returns by nearly 40%, an analysis finds.

They also expect the Federal Reserve will raise rates by year-end.