Investment Digest June 2018

Policy report — The evolution of target date funds: Using alternatives to improve retirement plan outcomes

Research from Georgetown Center for Retirement Initiatives on the challenges and solutions of using hedge funds, real estate and private equity in target date funds as a means to diversify TDFs. Read more.

Policy report — The Evolution of Target Date Funds: Using Alternatives to Improve Retirement Plan Outcomes

Webcast replay: Better Equities

Replay of a 30-minute presentation on how plan sponsors can use active management to increase returns, reduce cost and improve chances of success. View webcast.

Webcast replay: Better Equities

Global Investment Matters

Series of short articles to address specific issues that are important for long-term returns, including sustainable investment, bespoke modeling, and the role of megatrends in portfolio and business planning. Read more.

Global Investment Matters

White paper: The link between retirement readiness and investment DC plan governance

Despite the shift to a more DC-centric world, investment governance structures and processes have been slow to adapt. Read more.

White paper: The link between retirement readiness and investment DC plan governance

Blog: What will tax reform mean for defined benefit pension investing?

In light of recent tax reforms, corporations are evaluating the impact on their capital structure, changes in taxes and where they should be allocating money to manage pension funds. In doing so, they’re already impacting the investment landscape in a number of ways. Read more.

Blog: What will tax reform mean for defined benefit pension investing?

Global Markets Overview

June highlights include U.S. tariffs on aluminum and steel, Lega and 5-Star Movement coalition in Italy, Mariano Rajoy removed as Spanish prime minister, and the Fed raised target range for benchmark rates by 0.25%. Read more.

Global Markets Overview

Asset Manager Update

Willis Towers Watson’s views on key trends, ideas and activities in the market. Read more.

Asset Manager Update