Retirement
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.
Ruminations on SEC Rulemaking
ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.
The Case for Taxable Retirement Investing: Part 1
There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.