Vanguard’s Daniel Wallick evaluates common measures of investment success for universities and other institutions.
Smart Beta strategies that use weighting mechanisms different than what the market dictates or are designed to outperform an index are a form of active management, explains Jim Rowley.
Vanguard Investment Strategy Group’s Catherine Gordon explains why having a diverse investment committee is crucial for the investment success of many institutions.
Should target-date funds be more like DB pension plans? The argument for the DB-ization of TDFs is a poor one, when DC sponsors should consider risks, transparency, and other important factors.
Vanguard’s Steve Utkus analyzes the potential impact of recent regulations issued by the U.S. Department of the Treasury on longevity insurance in retirement accounts.