passive management – Benefits Canada.com

74% of U.S. DC pension plan sponsors to conduct plan fee review in 2024: survey

bmcgovern — Wed, 08 May 2024 19:00:28 +0000

Three-quarters (74 per cent) of U.S. defined contribution pension plan sponsors say they’ll review plan fees throughout 2024, according to a new survey by investment consulting firm Callan. The survey, which polled more than 130 DC plan sponsors, found that half of respondents said they’re likely to move to lower-cost investment vehicles in 2024, up […]

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U.S. institutional investors paid $1.5 billion in management fees in 2022: report

bmcgovern — Fri, 08 Dec 2023 20:00:29 +0000

U.S. institutional investors paid $1.5 billion in management fees in 2022, according to a new report by investment consulting firm Callan. The report, which analyzed mandates by more than 300 investment firms and more than 180 institutional investors, found 98 per cent of the total fees paid in 2022 went to active managers, up one per cent […]

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New study explores how DB pension plan size impacts investment mandates, asset allocation

Jennifer Paterson — Thu, 03 Aug 2023 15:00:07 +0000

A new study looking at the implications of scale in defined benefit pension plans found size is key for several trends over time, including investment mandates, asset allocation and cost in returns. The research, ‘Scale Economies, Bargaining Power and Investment Performance: Evidence from Pension Plans‘ was recently awarded first prize in the International Centre for […]

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76% of U.S. DC pension plan sponsors offering auto-enrolment: survey

bwolfe — Fri, 31 Mar 2023 13:00:38 +0000

Three-quarters (76 per cent) of U.S. defined contribution pension plan sponsors say their plan offers automatic enrolment, according to a new survey by investment consulting firm Callan. The survey, which polled roughly 100 DC plan sponsors, found the vast majority used auto-enrolment for new hires, while far fewer offered this feature for current employees. Half […]

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U.S. DC pension plan sponsors seeking clarity on ESG guidelines, increasing focus on financial wellness: survey

bwolfe — Mon, 06 Jun 2022 13:00:54 +0000

While there’s broad interest in environmental, social and governance factors, the majority of U.S. defined contribution pension plan consultants said their plan sponsor clients are looking for further clarity on the Department of Labor’s proposed guidelines before incorporating ESG into their investment options, according to a new survey by the Schaus Group and T. Rowe […]

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Percentage of institutional investors’ actively managed assets dips: study

Gideon Scanlon — Tue, 25 Jan 2022 15:30:51 +0000

The percentage of institutional investor assets that are actively managed has dipped by eight per cent since 2019, according to a new study by institutional investment consulting firm Callan. The study, based on data collected from 160 U.S. institutional investors with US$598 billion in assets under management, found 62 per cent of assets held by […]

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New research finds asset owners largely satisfied with pandemic performance

mschmit — Tue, 18 Aug 2020 03:43:58 +0000

The vast majority of investors (82 per cent) are satisfied with how their portfolios performed in the first half of 2020, despite some weak results in strategies such as emerging market debt and smart beta, according to a new study of 368 investors with combined assets of approximately US$11 trillion. Following the quickest equity market […]

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The good, the bad and the uncertain: Passive investing’s impact on financial stability

mschmit — Thu, 10 Oct 2019 04:52:03 +0000

Does the rise in passive investment strategies have consequences for financial stability? The shift to passive from active appears to be amplifying some risks to financial stability and mitigating others, according to a paper co-written by Kenechukwu Anadu, a senior financial markets specialist at the Federal Reserve Bank of Boston, and Mathias Kruttli, Patrick McCabe, […]

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Toward a Better Beta

mschmit — Wed, 16 Apr 2014 11:58:23 +0000

There is a smarter way to handle your unwanted exposures

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