Author Archives: Luka Arnerich

About Luka Arnerich

Consultant

The Unintended Consequences of the Rise of Index Investing

For the first time in history, the total assets in passive investment vehicles such as index mutual funds and exchange-traded funds (ETFs) surpassed the total amount of assets in actively managed investment funds. In September 2019, assets in passive investment vehicles grew to $4.4 trillion, outpacing the $4.3 trillion in actively managed strategies. This trend is amazing considering that in 2009, only ten years ago, assets in passive strategies totaled only $0.7 trillion (Morningstar). With the momentum in passive investing accelerating, what are the long-term unintended consequences for the market? Read more »

Is your retirement plan stuck in the past?

How well are you preparing your employ­ees for a secure future? Are you actively working to build a retirement-ready workforce, or have you left your plan on autopilot? If you haven’t checked in a while, you may be missing out on important services, trends, and cost efficiencies! Review this checklist to find out where paying a bit of attention can pay off for you and your participants. Read more »

As Good as it Gets

After strong financial market returns in 2017, many endowments and foundations have continued to increase their effective spending rates since 2015. According to the 2017 National Association of College and University Business Officers (NACUBO) annual study, average spending rates among university and college endowments rose in fiscal 2017 to 4.4% from 4.3% in fiscal year 2016. Institutions with endowment assets of more than $1 billion accounted for the largest increase in spending rates with a spending rate of 4.8% (compared with 4.4% in 2016), with smaller endowments rising slightly.

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