With impetus from regulation and technology advances, change is blowing through the DC world. Read the latest on plan design, lifetime income solutions, asset allocation considerations, participant communication, pooled plans, and more.
How can asset owners navigate the uncertainties of the current macro environment and the potential risks of inflationary pressures and market volatility, yet stay well positioned to meet their long-term investment objectives? A global asset manager shares key concerns of institutional investors and offers a total portfolio perspective.
Challenged by the pandemic, the growing OCIO market passed major tests of governance and communications last year as providers helped plan sponsors and other institutional investors navigate uncharted waters.
Institutional investors have long thought of private markets primarily as a means to boost returns, but challenging economic conditions this year have many rethinking the role that private market investments can play in their portfolio.
With interest rates hovering near zero, the Federal Reserve doing everything in its power to keep the economy afloat and money flowing through the economy, and the U.S. facing both a pandemic and a presidential election, what should fixed-income investors do? Published September 7, 2020
A number of economic and market fundamentals have lifted China toward recovery more rapidly than many expected, and which continue to underpin long-term share price performance. Published June 29, 2020
New research from Invesco suggests there is room to evolve the DC investment menu to address the needs of these “Forgotten Participants” — those who want to feel in control of their investment decisions but would benefit from an investment menu with more avenues to professionally managed options. Published April 6, 2020
In this roundtable discussion, the panelists highlight key provisions of the law, point out what plan sponsors should pay attention to and why, and predict which features will have the most lasting impact. Published March 9, 2020
With remarkable divergences in ESG adoption across regions and by asset class, three leading experts discuss both the “push” and “pull” factors driving institutional ESG investing today. Published February 10, 2020
Amid market volatility and a desire to limit the costs and downside risks associated with their pension plans, sponsors are reconsidering their approaches and talking with insurers about options they may not have previously considered. Published December 23, 2019
The new year is fast approaching, so what better time to have a discussion about the purpose your defined contribution plan serves? But are you ready to start that dialogue? Bill Ryan, a partner at Aon and head of the firm’s North America DC Multi-Asset Solutions Group, thinks DC plan sponsors are already there. Published November 25, 2019
The benefits of bringing together people with different experiences, viewpoints, backgrounds, gender and ethnic origin, and making them feel valued, are more widely recognized today than ever before. Yet many firms, including those in the investment field, struggle to hire diverse talent and, once hired, struggle to retain, empower and promote talented women and minorities. Published November 25, 2019
A panel of industry experts — John Streur, president and CEO of Calvert Research and Management; Emily Chew, global head of ESG research and integration at Manulife Investment Management; and Edward Farrington, executive vice president of Natixis Investment Managers — all longtime practitioners of ESG investing, demystify the confusion around ESG perspectives for DC plans, decipher the fiduciary concerns and offer ways for plan sponsors to move forward to embrace ESG investing. Published October 28, 2019
In this roundtable discussion, Todd Thompson, a senior portfolio manager at Reams Asset Management; Sean Banai, head of portfolio management at Voya; and David Zee, a senior vice president at Callan, talk about the pros and cons of carving out an allocation to unconstrained fixed income. Published October 14, 2019
The overall availability and quality of ESG data has grown in recent years, but so has the number of companies ‘green washing’ their businesses so that they appear more ESG friendly than they are. That makes the job of analyzing data an even heavier lift. Published September 30, 2019
This roundtable, a companion to Pensions & Investments’ Multi-Asset Investing Conference, delves into these and other questions about multi-asset investing with Ray Carroll, chief investment officer at Neuberger Berman Breton Hill; Shaniel Ramjee, senior investment manager, global multi-asset funds, at Pictet Asset Management; and Stefan Hubrich, director of multi-asset research, at T. Rowe Price. Published September 30, 2019