Private Markets in Retirement Plans (CFA Institute Research & Policy Center)
This report examines how allocations to private equity, private debt, infrastructure, real estate, and venture…
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2026 Global Retirement Index (Natixis IM)
People are living longer. Careers are increasingly mobile. Gig work, part-time employment, and self-employment…
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Optimal Decumulation: Annuitization, Drawdown, and the Flex-to-Fix Strategy (Amundi)
The authors study the optimal decumulation of retirement wealth under longevity and market risk.
The IRA Investor Profile: Traditional IRA Investors’ Activity (ICI)
With $13.7 trillion in assets at year-end 2024, traditional individual retirement accounts (IRAs) are a key…
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Personalizing the DC Plan
Personalization over productsThis Special Report, sponsored by MFS Investment Management, explores…