401(k) Specialist Issue 1 - 2016 - 42
THE FUND WATCH
A 401(k) Fossil
Fuel Fail
CUE THE SAD TROMBONE. Maybe their SRI screens aren't up
to snuff.
Like Taco Bell's mystery " meat " and the butter on your
movie theater popcorn, it's sometimes difficult to know exactly
what's in a mutual fund at any given moment. Style drift
and survivor bias have 401(k) plan participants wondering
what managers might be up to. Unfortunately, this goes for
climate-focused, carbon-neutral funds as well, many of whom
contain big oil investments.
" Of the 20 largest mutual funds designed to address
climate change, nine had positive rates of return for 2015, "
according to TriplePundit.com, a website that reports on
" ethical, sustainable and profitable businesses. "
" Of the same 20 mutual funds, six were found to contain
investments in oil and gas companies. Of these six, only two
had positive returns in 2015, while the other four experienced
net losses as of November. "
Top 4 Fund Priorities of
401(k) Plan Sponsors
WHAT A PLAN WANTS, what a plan needs ...one of the top priorities for large
plan sponsors in 2016 include investment products that can be used globally,
according to fixed-income powerhouse PIMCO.
PIMCO notes that 401(k)s and similar defined contribution offering now
represent nearly half of the world's $36 trillion in total pension assets.
The firm found the following top priorities among large plan sponsors:
* Attracting and retaining talented employees with plans that help them
retire at a desired age with sufficient income
* Reviewing global plan governance, including creation of a global retirement
plan philosophy and evaluating and possibly streamlining providers
* Simplifying investment lineups and encouraging investment managers to
offer investment products that can be used globally
* Expanding access to international DC plans: Nearly a third offer an international
DC plan already and nearly half said they may consider adding
one in the future.
42 ISSUE 1 2016 | 401kSpecialistmag.com
http://www.TriplePundit.com
http://www.401kSpecialistmag.com
401(k) Specialist Issue 1 - 2016
Table of Contents for the Digital Edition of 401(k) Specialist Issue 1 - 2016
Table of Contents
401(k) Specialist Issue 1 - 2016 - Cover1
401(k) Specialist Issue 1 - 2016 - Table of Contents
401(k) Specialist Issue 1 - 2016 - 1
401(k) Specialist Issue 1 - 2016 - 2
401(k) Specialist Issue 1 - 2016 - 3
401(k) Specialist Issue 1 - 2016 - 4
401(k) Specialist Issue 1 - 2016 - 5
401(k) Specialist Issue 1 - 2016 - 6
401(k) Specialist Issue 1 - 2016 - 7
401(k) Specialist Issue 1 - 2016 - 8
401(k) Specialist Issue 1 - 2016 - 9
401(k) Specialist Issue 1 - 2016 - 10
401(k) Specialist Issue 1 - 2016 - 11
401(k) Specialist Issue 1 - 2016 - 12
401(k) Specialist Issue 1 - 2016 - 13
401(k) Specialist Issue 1 - 2016 - 14
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401(k) Specialist Issue 1 - 2016 - 16
401(k) Specialist Issue 1 - 2016 - 17
401(k) Specialist Issue 1 - 2016 - 18
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401(k) Specialist Issue 1 - 2016 - 38
401(k) Specialist Issue 1 - 2016 - 39
401(k) Specialist Issue 1 - 2016 - 40
401(k) Specialist Issue 1 - 2016 - 41
401(k) Specialist Issue 1 - 2016 - 42
401(k) Specialist Issue 1 - 2016 - 43
401(k) Specialist Issue 1 - 2016 - 44
401(k) Specialist Issue 1 - 2016 - Cover3
401(k) Specialist Issue 1 - 2016 - Cover4
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