Recently, Fidelity made headlines by cutting the fees on a number of their index mutual funds in a targeted effort to undercut Vanguard’s price for similar investment strategies. At the same time, for their retail clients, they launched two new zero-fee index ...
Investment menu design is a key fiduciary responsibility that each retirement plan Committee will undertake. Committees and their ...
It is challenging to compare fees within stable value pooled fund products. The level of transparency differs for each manager as ...
Over the summer, I have been working on a handful of pieces related to pricing in the defined contribution recordkeeping ...
Once upon a time, asset custodians and recordkeepers were selected based on the quality of the investment products they managed ...
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The Federal Reserve (Fed) began raising the Fed Funds Rate, which is the benchmark interest rate banks charge one another for ...
In this, our second in the series on factor investing (you can find the first blog here), we dissect the return premium inherent ...
FTSE Russell provides a series of U.S. equity indexes that are commonly used benchmarks for both active and passive investors. ...
A strong U.S. economy gave the Federal Reserve confidence to raise interest rates again in June to a new target range for the fed ...
My colleague, Erik Daley, recently wrote a blog on the trends we are seeing in recordkeeping fees. Every year during the second ...
Last month I wrote a blog about new guidance the Department of Labor (DOL) issued regarding economically targeted investments ...