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Investment Management

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