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Investment Management

BY Ted Godbout | 2/22/2022
Given that strategies that worked for DC plans in the past may be less successful in the future, it will be critical to incorporate forward-looking market views to keep participants on track, the... Read More
BY Ted Godbout | 2/8/2022
Fund selectors see interest rate hikes, inflation, valuations and volatility as among the growing list of portfolio risks as they look to manage investments and client emotions, a new survey reveals... Read More
BY Ted Godbout | 1/3/2022
Noting that this year’s theme is a “tug of war between earnings tailwinds and valuation headwinds,” Bob Doll observes that 2022 is shaping up to be a more challenging year for investors.  As... Read More
BY Ted Godbout | 12/9/2021
Institutional investors are expressing confidence in the projected market conditions of 2022, but they also think individual investors are carelessly speculating on high-risk investments.  In... Read More
BY Ted Godbout | 9/1/2021
New survey results find that most workers over age 40 have inadequate retirement savings and are not saving enough to catch up, yet most expect retirement income at a far greater level. ... Read More
BY Ted Godbout | 6/29/2021
Congress’ investigative arm is encouraging the federal employees’ retirement plan to evaluate the financial risks that climate change may pose to retirement plan investments, portending a broader... Read More
BY Ted Godbout | 6/3/2021
Just three months after announcing that he was retiring from Nuveen, capping off a distinguished 42-year career, Bob Doll has joined a new firm.  Faith-based investment management firm... Read More
BY Ted Godbout | 4/19/2021
Investors should be free to choose arbitration to resolve disputes or pursue remedies in court should they view that option as superior to arbitration, under legislation reintroduced in both the U.S... Read More
BY Michael P. Barry | 3/9/2021
How do/should we “value” environmental and social governance (ESG) investments? Here’s how the Department of Labor (DOL) summarizes its final ESG regulation: “The amendments [revising ERISA... Read More
BY Ted Godbout | 3/3/2021
Bob Doll, Nuveen’s Senior Portfolio Manager & Chief Equity Strategist, reportedly is set to retire from the firm this month, capping off a distinguished 42-year career.  As first reported... Read More
BY Ted Godbout | 2/23/2021
A majority of advisory firms in the U.S. and Canada are looking to model portfolios to manage a greater share of discretionary assets amid an expanding array of model options, a new survey finds.... Read More
BY Ted Godbout | 2/17/2021
Sustainable investing apparently is starting to hit on all cylinders for U.S. fund investors, as funds not only saw record flows for the fifth year in a row, but in many cases outperformed their... Read More
BY Ted Godbout | 2/1/2021
Framed as a tax on Wall Street, a new study contends that a financial transaction tax in reality would threaten the retirement savings of millions of Americans. Legislation has been... Read More
BY Judy Ward | 1/8/2021
In the cover story of the latest NAPA Net the Magazine, Judy Ward takes a look at the new thinking on the use of  environmental, social, and governance factors in 401(k) plans. Are we at... Read More
A feature article in the latest NAPA Net the Magazine explores results of the Plan Sponsor Council of America’s inaugural 2020 Plan Investment Trends survey that reveal new insights about the... Read More
BY NAPA Net Staff | 11/17/2020
The S&P 500 will get a new member in December—but we don’t yet know who will be leaving. According to S&P Dow Jones Indices, Tesla Inc. will be added to the S&P 500 effective prior to... Read More
BY Ted Godbout | 11/6/2020
A majority of defined contribution investment only (DCIO) asset managers currently have no plans to incorporate private equity in their multi-asset-class products, but that could change, according to... Read More
BY John Iekel | 10/9/2020
The Garden State’s proposed financial transaction tax has not been enacted yet, and a recent study suggests that the measure could cost retirement plans in the state billions of dollars. “A Case... Read More
BY NAPA Net Staff | 8/26/2020
The Dow Jones Industrial Average is going to be a little less “industrial” come August 31. S&P Dow Jones Indices, the global index provider that oversees the Dow Jones Industrial Average,... Read More
BY Nevin E. Adams, JD | 3/10/2020
If you’ve been asked in the past two weeks what to do about the market (and who hasn’t), I’m sure your response has been something along the lines of . . . “Nothing.” There are, of course, more... Read More
BY Ted Godbout | 12/13/2019
The pressure to lower fees on traditional active management has been unrelenting, according to an industry analysis of fee levels and trends across multiple asset classes and mandate sizes. ... Read More
BY Ted Godbout | 11/15/2019
Even though 401(k) participants are increasingly leveraging target date funds to keep their asset allocations on track, a new analysis by Fidelity suggests that many had stock allocations higher than... Read More
BY Ted Godbout | 10/17/2019
Many U.S. investors whose exposure to investment decisions comes solely through participation in a workplace retirement plan were found to be less well equipped to manage their investments than... Read More
BY Ted Godbout | 10/10/2019
While institutional investors have shown continued interest in environmental, social and governance factors, DC plans apparently still have a ways to go.    Overall incorporation of... Read More
BY Ted Godbout | 8/23/2019
Self-directed brokerage account participants who worked with an advisor had an average balance that was nearly twice the amount of those held by non-advised accounts, according to an industry... Read More