Browsing Tag
Cerulli Associates
140 posts
What’s Going on with Managed Accounts in 401ks?
Despite solid growth, defined contribution (DC) managed account assets are being significantly under-utilized by retirement savers according to…
When Risk Tolerance and the ‘Right’ 401k Allocations Collide
The argument has long been made that longer lifespans (and therefore retirements) require longer investments in equities in…
What Managed Accounts Offer That Target Dates Miss (Supposedly)
Managed accounts make sense, and offer an important advantage over many of their retirement saving product counterparts—customization. Boston-based research…
Collective Investment Trusts Aim for Asset Milestone
Collective investment trusts, seen by some as a cheaper alternative to mutual funds in the retirement plan space,…
The Opportunity, and Peril, in Retirement Asset Consolidation
How do you ensure you’re the one? It’s hardly news to know retirees like to simplify once they…
Why This Target Date Trend Continues in 401(k)s
The move towards non-proprietary fund products continues, at least in target-date lineups. Diversifying allocations and outsourcing non-core areas…
CIT Assets Are Booming, Big Time
Collective investment trusts continue their climb, as CIT assets experienced double-digit growth for first time since 2012. The…
2017 A ‘Tipping Point’ for CIT Use
They’re not new but nevertheless hot—CITs are a major 401k topic in 2017. Collective investment trusts are investment vehicles…
Will Silly Sanctimony Sink ESG Fund Sales?
Europeans are just better than us. Apparently, they’re publicly shaming their asset managers into investing more in environmental,…
Major Snag With Trump’s Roth 401k Proposal?
The Trump Administration might need to ramp up its Roth education if it hopes to successfully sell its…