Retirement
Five Institutional Trends Dominated in 2H 2023
How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.
CE Credit: The Big Reset – Post-Pandemic Markets Put Financial Professionals at a Turning Point
Hear investors’ and advisors’ thoughts about retirement challenges and learn tactics to enhance your advisory business.
2023 Global Retirement Index
This year’s GRI takes a deep dive into the critical issues driving global retirement security – and reveals the top countries for retirement security around the world.
Five Institutional Investment Trends – Midyear 2023
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
2023 Natixis Survey of Defined Contribution Plan Participants
Results from the 2023 Natixis Survey of Defined Contribution Plan Participants show American workers are feeling the weight of responsibility for retirement funding and they have strong preferences for the kind of help they want.
The Evolution of Target Date Funds in Retirement Plans
Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.
Observations on Five Institutional Investing Trends
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
Beyond Alphabet Soup: Help for Plan Sponsors Considering ESG
Guidance for plan sponsors who want to use sustainable funds in their retirement plans consistent with ERISA and Department of Labor fiduciary requirements.