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Neuberger Berman Research Partner DCALTA Study: Why Defined Contribution Plans Need Private Investments | State

usscmc by usscmc
November 19, 2019
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NEW YORK, Nov. 19, 2019 /PRNewswire/ — Neuberger Berman, a private, independent, employee-owned investment manager, is proud to be a founding research partner of the Defined Contribution Alternatives Association (DCALTA), which recently partnered with the Institute for Private Capital (IPC) to publish a research paper outlining potential solutions for incorporating alternative assets into diversified and time-varying portfolios.

The paper, entitled Why Defined Contribution Plans Need Private Investments, concludes that investing in private funds increases average portfolio returns and reliably increases Sharpe ratios, or return per unit risk in 100% of cases. The results suggest that typical diversified portfolios could benefit from allocations to private and alternative investments, such as private equity and venture capital.

“As DC plans look to provide more of a ‘DB experience’ to their participants, we believe including alternative exposure within their asset allocation offerings is a natural progression,” said Michelle Rappa, Managing Director at Neuberger Berman and a DCALTA Board Member who contributed to the paper.

While the results favor the advantages of including private investments in diversified and time-varying portfolios, they also suggest that the extent of the benefit depends on the type of private investment. As such, the paper seeks not only to illustrate potential return characteristics and diversification benefits, but also to offer allocation strategies to guide investment decision making.

The paper utilizes a comprehensive sample of more than 2,500 U.S. private equity funds to create a hypothetical simulation of historical performance for diversified portfolios that include allocations to private fund assets. The results are robust, suggesting that they may be feasible in practice for many investor types.

To learn more about how defined contribution plans may benefit from incorporating alternative assets, read the full research paper online.

About Neuberger Berman

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 23 countries, Neuberger Berman’s team is more than 2,100 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. That commitment includes active consideration of environmental, social and governance factors. The firm manages $339 billion in client assets as of September 30, 2019. For more information, please visit our website at www.nb.com.

This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Any views or opinions expressed may not reflect those of the firm as a whole. Information presented may include estimates, outlooks, projections and other “forward looking statements.” Due to a variety of factors, actual events may differ significantly from those presented. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is informational and educational in nature, is not individualized and is not intended to service as the primary or sole basis for any investment or tax-planning decision. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.

This material is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions and the appropriateness of this material should be made based on an investor’s individual objectives and circumstances and in consultation with his or her advisors. This material may not be used for any investment decision in respect of any U.S. private sector retirement account unless the recipient is a fiduciary that is a U.S. registered investment adviser, a U.S. registered broker-dealer, a bank regulated by the United States or any state, an insurance company licensed by more than one state to manage the assets of employee benefit plans subject to ERISA, or, if subject to Title I of ERISA, a fiduciary with at least $50 million of client assets under management and control, and in all cases financially sophisticated, capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies. This means that “retail” retirement investors are expected to engage the services of an advisor in evaluating this material for any investment decision. If your understanding is different, we ask that you inform us immediately.

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.

The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.

© 2019 Neuberger Berman Group LLC. All rights reserved.

Media Contacts:

DCALTA Industry Questions, Jonathan Epstein, 888-322-5828

Research Academic Questions, Prof. Gregory W. Brown, 919-962-9250

Neuberger Berman, Alex Samuelson, 212 476 5392, [email protected]

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