Investments

  • Boomers Employ Diverse Approaches To Retirement Spending & Satisfaction
    Boomers Employ Diverse Approaches To Retirement Spending & Satisfaction

    Debt influences outcomes, affluence does not drive spending and women are likely to struggle

    A new EBRI study finds great diversity in the way people live in retirement based on financial status, retirement goals, demographics, and spending habits. “Retirees in Profile: Evaluating Five Distinct Lifestyles in Retirement” features an EBRI-developed series of retiree profiles based on retirees’ financial assets, sources of income, debt, homeownership, and spending behaviors.
    read more
  • The Rise Of The Investor Generation
    The Rise Of The Investor Generation

    15% of U.S. stock market investors got their start in 2020

    Amidst a global pandemic, economic uncertainties and market volatility, a new generation of investors was born: 15 percent of all current U.S. stock market investors say they first began investing in 2020, according to a new Schwab survey. And they’re not all young and focused on the next hot stock.
    read more
  • Skills, The New Currency For Workforce Transformation
    Skills, The New Currency For Workforce Transformation

    Over 50% of organizations embarking on transformation are targeting workforce upskilling/reskilling toward critical talent pools

    Skills have become the new currency of workforce and talent strategies, as more than half of organizations that responded to the 2021 Mercer Global Talent Trends survey are targeting upskilling and reskilling of critical talent pools to drive workforce transformation.[2] In response, Mercer has launched its Skills-Edge Suite, an integrated service offering of consulting, technology…
    read more
  • As The Fear Gauge Ticks Up, Alt-Investments Appear Robust
    As The Fear Gauge Ticks Up, Alt-Investments Appear Robust

    Alternative investment allocators likely to increase allocations to less liquid strategies, embrace new managers

    While the “fear gauge” that tracks market volatility has remained at elevated levels since the onset of the pandemic, those who allocate alternative investment dollars for large investors are showing no signs of skittishness, according to the Alternative Investment Allocator Survey conducted by leading law firm Seward & Kissel. The survey found that allocators are…
    read more
  • Investing In Women
    Investing In Women

    How those committed to gender diversity can align their investments with their values

    When it comes to business and investing, gender diversity is still an aspiration. On the business side, just 5% of Russell 3000 companies have a woman as chief executive, and just 18% of board members are women. When it comes to personal finance, only 29% of women see themselves as investors, according to a recent…
    read more
  • Did The Crisis Of 2020 Accelerate Financial Fraud?
    Did The Crisis Of 2020 Accelerate Financial Fraud?

    How those tasked with prevention were thwarted by work-from-home protocols

    As cases of fraud and money laundering rose during the pandemic last year, banks in the UK faced unforeseen challenges. In a new study by global analytics software provider FICO and independent research firm OMDIA, 79 percent of respondents from UK banks said that working from home had a high or major impact on the…
    read more
  • Corporate Pension Performance For FY 2020 Improves Slightly Over FY 2019
    Corporate Pension Performance For FY 2020 Improves Slightly Over FY 2019

    At 88.4% funded, experience nearly matching growth in both assets and liabilities in 2020

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its 2021 Corporate Pension Funding Study (PFS), which analyzes the 100 largest U.S. corporate pension plans. This marks the 21st consecutive year in which the report has been published.
    read more
  • Milliman & The Helper Bees To Offer Innovative LTC Solution For Aging-In-Place Payers & Policyholders
    Milliman & The Helper Bees To Offer Innovative LTC Solution For Aging-In-Place Payers & Policyholders

    LTC collaboration combines predictive analytics to offer support to high-risk policyholders

    Milliman, Inc., one of the premier global consulting and actuarial firms, today announced that its Long-Term Care Advanced Risk Analytics (LARA) group has formed a strategic alliance with The Helper Bees, a care concierge program, to offer an innovative long-term care (LTC) solution to payers and plan sponsors.
    read more
  • For ESG Investing In The U.S., Women Are Leading The Way
    For ESG Investing In The U.S., Women Are Leading The Way

    Responsible investing is poised to become a dominant strategy

    The winds of investing in the U.S. are shifting and women are a driving force behind the change. A recent client survey conducted by RBC Wealth Management – U.S. shows that responsible investing, namely Environmental, Social and Governance (ESG), is gaining traction. Women are leading the charge for ESG investing and are more likely to…
    read more
  • Economic Optimism Index Continues To Inch Closer to Pre-Pandemic Level
    Economic Optimism Index Continues To Inch Closer to Pre-Pandemic Level

    National outlook climbs again, reaching highest mark since January 2004, while Presidential Leadership dips

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, today revealed that consumer confidence is up for the fourth consecutive month. After hitting 55.4 last month, the index rose another 1.8% to 56.4, moving closer to the February 2020 pre-COVID reading of 59.8. For the IBD/TIPP indexes, a reading above 50.0 signals…
    read more
  • Has A White Swan Turned Investors Green?
    Has A White Swan Turned Investors Green?

    ESG disclosures are starting to align with investor demands as Companies become more accountable, ambitious

    A new global survey of companies and institutional investors commissioned by ING shows the COVID-19 pandemic as a 'white swan' moment, which has accelerated the majority of companies' green transformation plans.
    read more
  • Spender, Saver or Investor?
    Spender, Saver or Investor?

    Understanding the ‘personality’ of HSA accounts

    TIAA, the leading provider of financial services in the academic, research, medical, cultural and government fields, today launched its Health Savings Account (HSA) Resource Center, developed to engage and educate people on how to make their health savings work for them at different life stages.
    read more
  • The New Productivity Agenda
    The New Productivity Agenda

    Financial institutions spend 14% of operating costs on change management

    Financial institutions are spending, on average, 14% of annual operating costs on change management functions in order to drive greater productivity gains, a new PwC study has shown.
    read more