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Leaders Speak
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Making Sure Your Client’s Target Date Fund Uses the Right GPS
A look under the hood at what drives BlackRock’s LifePath® franchise
Is There a Mid-Cap Gap in Your DC Plan?
In this short Q&A, Invesco portfolio managers, Ronald Zibelli and Justin Livengood, discuss: Mid-cap equities can offer attractive…
CITs in Focus: Latest Trends Driving the Rapid Growth of CITs and Outlook for the Future
Collective investment trusts (CITs) are steadily gaining pace as the investment vehicle of choice for intermediaries with growth…
In-plan withdrawals, ESG investing, plan features—what do participants think about their DC plans now?
More workers are optimistic about their futures in 2021 than they were last year. This makes sense given the circumstances of the pandemic in 2020 and the progress being made both on health and economic fronts. Article presented by: American Century Investments
The role of third-party ESG ratings providers in the fund selection process
While ratings can be a helpful tool to identify and understand potential ESG risks and opportunities, we believe they should be just one of several tools used to implement ESG investing.
Bridging the Retirement Savings Behavior Gap
J.P. Morgan Asset Management has data—lots and lots of data. Its recently released 2021 Defined Contribution Plan Participant Survey is turning heads and getting attention, specifically for what it found out about retirement plan participant behavior during the COVID-19 crisis.
Glide paths within the glide path
The glide path of target-date funds is increasingly becoming more sophisticated, involving more than simply a transition from…
Rethinking the Role of Fixed Income Along the Retirement Savings Journey: From Theory to Practice
We believe that target date funds should align with evolving participant objectives, and fixed income plays a critical role in managing risk.
The Active Equation: When and How to Outperform for Retirement Plan Participants
It's an evergreen debate: whether to include active or index investment strategies in a retirement plan menu in order to offer participants the best possibility of long-term returns. Sponsored by BlackRock
Glide Paths Within the Glide Path
The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be numerous glide paths involving subcategories of the primary debt and equity asset classes, along with alternatives.