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Investment Management

BY Nevin E. Adams, JD | 1/6/2017
A year ago, Nuveen’s Bob Doll predicted the GOP’s retention of the House and Senate and its capture of the White House. What does he see for the coming year?Here are his 10 predictions for 2017: 1. U... Read More
BY Nevin E. Adams, JD | 12/22/2016
Groom Law says the strong push in international bodies such as the European Commission and OECD to encourage pensions to take into account environmental, social, ethical and governance (ESG) factors... Read More
BY NAPA Net Staff | 12/1/2016
Institutional investors are anticipating some significant asset allocation changes over the next two years, according to a new report.However, many institutional investors in the U.S. are, on a... Read More
BY NAPA Net Staff | 11/2/2016
It has become almost an accepted wisdom that DC investors should have significant exposure to equities up to and (often) through retirement. But is it really necessary to place retirement savings at... Read More
BY Nevin E. Adams, JD | 10/18/2016
When it comes to retirement, Americans seem to be a pretty insecure bunch. But then maybe it’s because they don’t know all the things they need to know. This, of course, is National Retirement... Read More
BY NAPA Net Staff | 9/8/2016
It hardly seems we need another reminder that Americans aren’t as financially literate – or prepared – as we might hope. But how would you do on a financial literacy test?FINRA’s National Financial... Read More
BY NAPA Net Staff | 7/27/2016
Though the headlines are full of robo-advisor launches, acquisitions and forecasts, these automated advice services have not yet made it onto the radar screen of most U.S. investors, according to a... Read More
BY NAPA Net Staff | 6/1/2016
A new survey suggests that the old social investing mantra about doing well by doing good might apply to advisors who have experience and access to environmental, social and corporate governance (ESG... Read More
BY Fred Barstein | 3/2/2016
Could smart beta’s popularity prove to be its undoing?According to a report by Research Affiliates, led by CEO Rob Arnott, there is a “reasonable probability of a smart beta crash” — an outcome the... Read More
BY NAPA Net Staff | 1/8/2016
As he has been doing for more than a quarter-century, Nuveen’s Bob Doll offers a look into his crystal ball for the year ahead — with a prediction for the 2016 elections.Doll’s 10 predictions for... Read More
BY NAPA Net Staff | 10/27/2015
A new report finds that exchange-traded funds (ETFs) are setting their sights on a different part of the DC market.A Cerulli survey shows more ETF sponsors are focusing distribution efforts on small... Read More
BY NAPA Net Staff | 10/23/2015
Concerned that prior guidance has discouraged plan sponsors from embracing “economically targeted investments,” the Labor Department has issued a new interpretive bulletin. The DOL starts by broadly... Read More
BY Nevin E. Adams, JD | 9/29/2015
Retirement seems a long time off — particularly when you’re young.However, Millennials — generally defined as those born between 1978 and 2004 — are living longer, and many will have to finance... Read More
BY Fred Barstein | 9/29/2015
According to a recent Wall Street Journal article (subscription required), collective investment trusts, or CITs, are becoming more popular with large and mid-size DC plans willing to trade... Read More
BY NAPA Net Staff | 9/14/2015
In August, Morningstar analysts upgraded three U.S. mutual fund ratings and downgraded two. In addition, analysts affirmed ratings for 35 funds and six target-date series and assigned five new... Read More
BY Fred Barstein | 8/20/2015
The news keeps getting worse for active U.S. equity mutual funds. According to a recent Morningstar report, the last 12-month period saw the worst outflows of any such period since 1993. At the end... Read More
BY Nevin E. Adams, JD | 8/5/2015
In a finding that illustrates the importance of procedure, as well as prudence, plan fiduciaries were found to have breached their fiduciary duties, but paid no damages.On remand, the district court... Read More
BY NAPA Net Staff | 6/29/2015
Collective investment trusts may be an emerging notion for many defined contribution plans, but they are already well ensconced among the nation’s largest plans.According to Pensions... Read More
BY NAPA Net Staff | 6/15/2015
Participant transfer activity perked up in May, notching the highest monthly trading totals in two years.According to the Aon Hewitt 401(k) Index, there were eight days of above-normal trading... Read More
BY NAPA Net Staff | 6/8/2015
In May, Morningstar analysts upgraded two U.S. mutual fund ratings, downgraded eight fund ratings and placed three funds under review. The upgraded funds are:• BlackRock Multi-Asset Income Investor A... Read More
BY NAPA Net Staff | 5/13/2015
In April, Morningstar analysts upgraded four U.S. mutual fund ratings and downgraded five fund ratings, one target-risk series and one target-date series, and assigned new ratings to four funds. The... Read More

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