Private Market Allocations in Defined Contribution Plans Can Improve Modeled Outcomes

lifehealth.com/ - Oct 05

New research from the CFA Institute Research and Policy Center finds that modest private market allocations can improve risk-adjusted performance in a modeled defined contribution (DC) plan, although the source of the improvement differs by private market asset class and the fund’s overall design.

Trump’s 401(k) push could expand access to private markets

MSN.com - Oct 03

A White House order seeks broader 401(k) access to alternative assets as the SEC proposes expanded retail private-market ...

How Expanding Daily Pricing Across Its Credit Platform At Apollo Global Management (APO) Has Changed Its Investment Story

Yahoo! Finance - Oct 06

Apollo Global Management recently expanded Daily Pricing information across its approximately US$850.00 billion credit platform, extending estimated fair value updates to more investors and planning asset-level data access from October 30, 2026. This move highlights Apollo’s push to make private credit resemble traditional credit markets, with more frequent pricing and standardized data that can help investors compare private and public credit exposures on a more consistent basis.

Supreme Court Sounds Skeptical of Challenge to Private Equity in 401(k)s

Wall Street Journal - Oct 06

The Supreme Court appears to be leaning toward a ruling that could smooth private equity's path into Americans' 401(k) retirement accounts.

Oral Arguments Begin Tuesday in Anderson v. Intel

401kspecialistmag.com/ - Oct 02

Oral arguments begin Tuesday in the Supreme Court's long-awaited Anderson v. Intel case, a benchmark examination of fiduciary responsibilities.

The Real Estate Investment Pool Is Getting Shallower

bisnow.com - Oct 05

Investor appetite for real estate has been muted this year, reducing fundraising to historic lows. Closed-end real estate funds raised $81.7B in the first six months of the year, the third-lowest half-year total in more than a decade, according to a report by S&P Global’s With Intelligence.

Luxury Senior-Housing Company Locks In a $1 Billion Buyer

Wall Street Journal - Oct 06

BDT & MSD Partners, an investment and advisory firm, aims to capitalize on boomers who can splurge on retirement homes and lifestyle.