In-Discretionary Accounts

Investment performance of popular “Rep-as-Portfolio-Manager" accounts lags direct-sold packaged portfolios, say analysts at Cerulli Associates and Fuse-Research.

Thanks-givings (Not Misgivings) about Social Security

This year I'm claiming the Social Security benefits that I've earned on my own work record. I'm old enough now to be truly thankful for Social Security, whose future is precisely as certain, as fair, and as bountiful as we decide it will be.

The Alt-Asset Teams that Reinvent Annuity Companies

'Insurance Solutions' groups use private assets to boost the returns of life/annuity company investment portfolios. RIJ talks with Todd Fonner of Investcorp Insurance Solutions about this trend.

One Life Insurer’s Pivot to Private Assets

American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed annuity specialist's plan.
Featured

In FIA Arms Race, Hybrid Indexes are the Arms

Investors in Nationwide's New Heights fixed indexed annuities have a new index option: a globally diversified, multi-asset managed-volatility index from JP Morgan called MOZAIC.

The Quiet Revolution Begins

The chief economic adviser at Allianz analyzes the clash between traditional and "robo" financial service providers, and recommends 'institutional partnerships that combine the more agile existing platforms with exciting new content and approaches.'
News

How Vanguard participants save

Vanguard has released its annual almanac on the savings habits of participants in its retirement plans. You can read highlights from "How America Saves 2015" and link to a download of the 106-page report from this article.

Wood you, could you, be my alternative investment?

TIAA-CREF, which announced the close of a new timberland investment vehicle, has been investing in timberland since 1998 and manages a portfolio of over $2 billion in timber assets around the world.