Browsing Tag
private equity
64 posts
Private Equity Funds Lag Behind in Performance
A report from PESP finds that private equity investments significantly underperformed compared to broad stocks
Building the Infrastructure Needed to Bring Private Assets into 401(k)s: A Roadmap for Asset Managers
Broadridge’s Rachel Puleo says technology that eliminates fragmentation and brings private assets onto a unified operating model will separate leaders from followers
OneDigital Launches Alts Access in 401(k)s
Private investments will be made available through advisor-managed programs with Apollo, Ares, and Blackstone
Blackstone Joins Empower’s Private Markets Investment Partnership Program
Move brings additional global scale and alternative-asset leadership to the recordkeeper’s retirement-plan private markets initiative
The Quiet Push: How Private Equity is Creeping into Target Date Funds
Longtime fiduciary advisor Terry Morgan argues the push to embed private equity inside TDFs threatens liquidity, transparency, and fiduciary duty
Plan Sponsors See Private Markets Investments Improving Retirement Outcomes
HarbourVest Partners survey finds 86% view diversification across private assets as key guardrail for managing risk
Alternatives Gain Ground Among Plan Advisors After Federal Policy Shift
New research from Escalent finds one quarter of defined contribution plan advisors likely to recommend alternatives and 10% are already doing so
Higher Returns, More Active Management Add Complexity to Private Investments in DC Plans
With regulatory barriers to private investments in 401(k) plans being lowered, advisors are beginning to gauge risks and plot paths to navigate the complexities, fee structures and potential fiduciary liabilities before moving down that road
Charles Schwab Acquires Forge Global for $660M
Schwab’s acquisition of the private asset firm strengthens industry’s push to private markets in retirement plans
Private Market Investments Take Off in Empower’s Retirement Plans
Couple hundred of plan sponsors have adopted the private funds to their retirement platforms, Empower reports