Investments
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Slowing growth and souring sentiment—how to survive a bear market
Major stock indexes flirt with bear market territory as concerns about U.S. growth mount. How should investors act in the face of uncertainty?
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Evaluating the role of ESG investments in your plan lineup
The desire of many retirement plan participants to have their contributions make a difference not only in their lives but the world is fueling demand for ESG funds. Learn five questions to consider when evaluating the addition of ESG investments to your plan.
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Three reasons stable value funds can withstand rising interest rates
Concerned about the effects rising interest rates could have on stable value funds? Learn why the current environment may not be cause for alarm.
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Incorporating the Russia-Ukraine conflict into a global macro outlook
While it's still early days in the conflict between Russia and Ukraine, we can't dismiss its impact on our medium-term outlook. We offer a framework for considering the evolving situation.
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Russia invades Ukraine: what's next for the markets?
Early this morning, Russia began a full-scale invasion of its neighbor Ukraine after President Vladimir Putin vowed to “demilitarize” the country of more than 40 million people, triggering one of the worst security crises in Europe since World War II.
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What's an ETF?
Simply put, an ETF, or exchange-traded fund, is a basket of securities that trades on an exchange, much like a stock. ETFs are generally highly transparent and liquid.
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About target-date fund glide paths—a key to asset allocation in a 401(k)
A glide path is the investment blueprint that a target-date funds uses to adjust its investments according to how close the investor is to retirement. Understanding how they work is crucial to being able to make decisions on your plan’s investment lineup. Here are some of the details you need to know.
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Should you choose a target-date or target-risk fund in your 401(k)?
Your 401(k) plan offers several investment options, including target-date funds (TDFs) and target-risk funds (TRFs). Get to know the differences and how you might be able to consider one of these funds to help you save for retirement.
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Active or passive investing—choosing the right one for your retirement plan
Both passively and actively managed funds can play important roles in a 401(k) plan investment lineup. Here’s a brief look at both types of funds, as well as some of the factors to consider when deciding which ones are right for your plan and participants.
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What is a CIT?
Collective investment trusts (CITs) are tax-exempt, pooled investment vehicles maintained by a bank or trust company, and they’re available only to ERISA-qualified retirement accounts. They're exempt from many of the regulatory requirements that drive mutual fund expenses, generally giving them a fee advantage over mutual funds. Because costs are an important consideration for you as an ERISA fiduciary, you may want to think about offering CITs in your 401(k) plans.
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