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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 instituteKnight foundationPrivate equityReal 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 statesMartha munhallMikaylee oconnorMarlaj kreindlerGreg ungermanJackson laboratoryJackson laboratory in bar harborCommittee makeupCallan instituteMikayleeo connorBar 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 perryFranklin templetonCallan instituteNational bureau of economic researchCerulli associatesLifepath paycheckNational bureauEconomic researchJania stout

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