Table of Contents
Issue Date: Monday, January 9, 2017
Several large record keepers are expanding their fiduciary duties by providing more advice to defined contribution clients in response to the Department of Labor's conflict-of-interest rule that is slated to take effect in April.
Alternative investment consultants are being snapped up by general investment consultants, a growing trend that some fear could result in increasing conflicts of interest and an insufficient number of specialist firms.
Merger and acquisition deal value in the global money management industry totaled $25.5 billion in 2016, up 18% from 2015, boosted by Amundi Group's $3.74 billion purchase of Pioneer Investments.
Fed watchers trying to predict when and where interest rates will go in 2017 will have plenty of challenges, including a new president with an ambitious agenda.
European pension funds might find it more economical to begin clearing their derivatives trades through central counterparties sooner rather than later, due to incoming bilateral rules.
The integration of environmental, social and governance factors into fixed-income portfolios is gaining traction with money managers across the globe.
Traditional money managers are stepping up the pace when it comes to buying stakes in alternative investment firms, particularly private equity and real estate managers.
The reviews are in for the Department of Labor's proposed changes to the Form 5500 annual report — and they're not raves.
The numbers are in: 2016 was a bad year for poor hedge fund performers as institutional investors expressed dissatisfaction by redeeming and redeploying assets with other managers.
Ares Management's business development company closes a deal to buy troubled BDC American Capital, adding $3 billion to Ares' U.S. credit unit's assets under management.
An SEC pilot program that would measure the effects of maker-taker rebates on equity trade execution could be in jeopardy because of uncertainty over who will lead the agency — and how he will lead it.
Fisher Investments isn't typically the first choice among institutional investors, but founder Kenneth Fisher says there still are plenty of opportunities — even as a runner-up.
Fund administrators are expanding into infrastructure as asset owners move more money into the asset class.
Active management goes against the grain for exchange-traded funds (and fund flows in general), which have favored indexed strategies.
Business development companies have become an integral part of most credit managers' capital war chest, giving investors a choice between liquid and illiquid investments.
Amundi Group's purchase of Pioneer Investments caps off what was otherwise a quiet year for M&A activity.
With his nomination of Jay Clayton as chairman of the Securities and Exchange Commission, President-elect Donald Trump must ensure he is living up to his populist-inspired ideals in naming a new leader.
Dallas risks becoming the new Detroit or Puerto Rico from its exposure to unfunded pension liabilities.
Stocks continued to rise in 2016, but challenges remain for individual investors looking to save enough for retirement.
Depending on spending and investment decisions over time, retirement plan participants can reduce living-standard risk based on a lifecycle planning framework.