Table of Contents

Issue Date: Monday, September 3, 2018

News

Fidelity's China deal shows firm in for long haul

Fidelity’s China deal shows firm in for long haul

Fidelity's tie-ups with Ant Financial and ChinaAMC could position the firm to compete when China's target-date fund market opens up.

Money managers get caught up in #MeToo movement

Money managers get caught up in #MeToo movement

The #MeToo movement is changing asset owners' due diligence practices for money managers.

Global retirement funds see assets rise to $18.1 trillion

Global retirement funds see assets rise to $18.1 trillion

The world's 300 largest retirement funds recorded double-digit growth last year, with equity markets bolstering returns.

Investors believe there's still life left in the old bull

Investors believe there’s still life left in the old bull

Some money managers are unsure that markets are as late cycle as other investors might think.

Sale has funds hustling to find new consultant

Sale has funds hustling to find new consultant

Summit Strategies' exit creates a time crunch for public pension plans seeking a replacement for the investment consultant.

Trump orders expansion of multiple employer plans

Trump orders expansion of multiple employer plans

Retirement savings advocates welcomed President Trump's executive order to expand savings options but said legislation still is necessary.

Eddy Awards deadline looms; financial wellness new on list

Eddy Awards deadline looms; financial wellness new on list

The deadline for entering Pensions & Investments' 2019 Eddy Awards is coming up fast.

P&I covers take home Tabbies

P&I's design work in 2017 has been recognized by the Trade, Association and Business Publications International organization.

Gauging value of financial wellness plans a struggle

Gauging value of financial wellness plans a struggle

Financial wellness programs are on the rise, but concerns over participation and measurement of value persist.

Participants mostly in the dark about HSA benefits

Participants mostly in the dark about HSA benefits

Expanding health savings account allocations won't automatically improve participation, research shows.

IRS ruling on student-debt help could prompt other plans to act

IRS ruling on student-debt help could prompt other plans to act

An IRS ruling could give a boost to employers trying to help workers deal with student loan debt without derailing retirement savings.

DC managers, plans in a pickle as U.K.'s transaction-cost disclosure reports near

DC managers, plans in a pickle as U.K.’s transaction-cost disclosure reports near

Money managers and DC plan sponsors in the U.K. are being challenged by regulations requiring disclosure of transaction costs.

Fixed income stakes out its corner in ETF universe

Fixed income stakes out its corner in ETF universe

Fixed-income ETF flows indicate investors increasingly prefer shorter-duration products.

Market cycle still has steam, but it's not forever

Market cycle still has steam, but it’s not forever

Despite their optimism, money managers are watching several factors that might indicate the end is closing in on markets.

Review could put managers on notice

Review could put managers on notice

Transaction-cost reports could have U.K. defined contribution plans re-examining their allocations.

Australian commission spotlight less kind to retail super funds than to industry funds

An Australian royal commission inquiry into financial-sector misconduct turned up more in retail super funds than in industry funds.

Special Report

P&I/Thinking Ahead Institute World 300 2018

The world's 300 largest retirement funds recorded double-digit growth last year, with equity markets bolstering returns.

ESG

ESG

ESG integration is on the rise in the U.S., with climate change, gender diversity and weapons capturing significant investor attention.

Frontlines

Editorial

Keeping vigilant eye is top priority

Keeping vigilant eye is top priority

Defined contribution plans aren't without flaws, but as more countries adopt them, the kinks are slowly being worked out.

Fiduciaries must stay aware of fees

Fiduciaries must stay aware of fees

The spate of recent fee reductions by investment firms could cause difficulties for defined contribution plan fiduciaries.

Other Views

Commentary: Innovation as a keystone for the ESG conversation

Commentary: Innovation as a keystone for the ESG conversation

Investors can ask firms about how innovation fits into a sustainable business strategy, forming a common ground for ESG discussions.

Commentary: Emerging market companies are out of excuses

Commentary: Emerging market companies are out of excuses

Women are still significantly underrepresented in corporate leadership, particularly in emerging markets.

Letters to the Editor

Tradewatch