Investments

4 stories this week 43 in all, from the Retirement desk.

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Investments stories, page 2

Page 2 of 3

By date

CFA Institute splits 401(k) private markets into return and ballast

Sep 21

Active management's DC case now runs through the shelf

Sep 21

The $51.2 trillion retirement quarter was a market print

Sep 18

BlackRock's LifePath Solutions moves the sale from funds to construction

Sep 16

EBRI's $20.2 billion prices the match sponsors skipped

Sep 15

Great Gray rents the diligence half of its private markets CITs

Sep 14

The managed account becomes the default

Sep 8

Millennials lead Schwab SDBA growth, but boomers still hold largest balances

Sep 3

Constitution's Horizon CIT puts PE on the 401(k) menu

Sep 1

Target-date funds have won the DC lineup

Sep 1

Constitution Capital's Horizon CIT puts daily-priced PE inside Principal plans

Sep 1

Private credit files its own ticket onto the DC menu

Sep 1

Principal packages private markets into managed CITs

Aug 27

Managed accounts' payoff is a plan design story

Aug 25

401(k) plans keep dropping active domestic equity funds

Aug 24

The 60/40's bond cushion is broken. Target-date funds are next.

Aug 24

T. Rowe Price buys F/m to strengthen target-date fixed income

Aug 21

Target-date assets top $5.3 trillion as income options climb

Aug 19

Equities carry institutional plans to strongest quarter in years

Aug 18

Alto launches a single-workflow private-market platform for RIAs

Aug 18

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Investments stories, page 2

Page 2 of 3

CFA Institute splits 401(k) private markets into return and ballast

Active management's DC case now runs through the shelf

The $51.2 trillion retirement quarter was a market print

BlackRock's LifePath Solutions moves the sale from funds to construction

EBRI's $20.2 billion prices the match sponsors skipped

Great Gray rents the diligence half of its private markets CITs

The managed account becomes the default

Millennials lead Schwab SDBA growth, but boomers still hold largest balances

Constitution's Horizon CIT puts PE on the 401(k) menu

Target-date funds have won the DC lineup

Constitution Capital's Horizon CIT puts daily-priced PE inside Principal plans

Private credit files its own ticket onto the DC menu

Principal packages private markets into managed CITs

Managed accounts' payoff is a plan design story

401(k) plans keep dropping active domestic equity funds

The 60/40's bond cushion is broken. Target-date funds are next.

T. Rowe Price buys F/m to strengthen target-date fixed income

Target-date assets top $5.3 trillion as income options climb

Equities carry institutional plans to strongest quarter in years

Alto launches a single-workflow private-market platform for RIAs