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Asset Managers Show Strong Efforts at DEI, Survey Finds | Chief Investment Officer

Callan study shows that 70% of them have a formal policy to deliver diversity, equity and inclusion. ....

Callan Institute , Knight Foundation , Private Equity , Real Estate ,

Beyond the Basics: When and Why a Second Retirement Plan Committee Makes Sense

Bigger organizations are more likely to need multiple standing or ad hoc groups to govern their plan or plans. ....

United States , Martha Munhall , Mikaylee Oconnor , Marlaj Kreindler , Greg Ungerman , Jackson Laboratory , Jackson Laboratory In Bar Harbor , Committee Makeup , Callan Institute , Mikayleeo Connor , Bar Harbor ,

Private credit funds increase preferred return

Private credit funds' preferred return has increased over the past two years to 7% last year, up from 6.5% and 6% in 2020 and 2021, respectively. ....

Callan Institute ,

Private credit fund management fees increase

Following a pandemic-related drop in 2020, private credit management fees have increased over the past two years. ....

Callan Institute ,

Nuveen and TIAA roll out target-date series with annuity feature

Nuveen and its parent company TIAA are the latest to bring a target-date series with an annuity component to the market. ....

Mike Perry , Franklin Templeton , Callan Institute , National Bureau Of Economic Research , Cerulli Associates , Lifepath Paycheck , National Bureau , Economic Research , Jania Stout ,