Скачать или смотреть What 401(k) Investors Need to Know About Private Markets | WSJ’s Take On the Week

On this special episode of WSJ’s Take On the Week, co-host Telis Demos and guest co-host Miriam Gottfried explain why the private market has its eyes on your 401(k) retirement savings account. To offer insight into what that means for retirement savers, we’ll be joined by two separate guests. The first is Holly Verdeyen, partner and U.S. defined contribution leader at Mercer, a human resources consultant and asset manager. Verdeyen shares why and how the addition of private investment assets to a retirement portfolio can affect long-term savers and what differentiates private assets from public assets like stocks and bonds.

Later on the show, we’re joined by WSJ’s retirement and personal finance reporter, Anne Tergesen, to further explore which investors are best suited for investing in private assets, and what a first-of-its-kind private credit ETF between asset managers State Street and Apollo means for investors. Tergesen lays out the additional fees and restrictions that come from putting money into private assets that investors should be aware of.

Chapters:
0:00 Show Introduction
1:35 Mercer’s role in the world of investment
3:00 Are private markets entering your 401(k) plan?
6:15 Risk and return characteristics for private assets
8:30 How to manage private equity assets
11:15 The benefits of private equity in your portfolio
13:25 The cost of private assets
15:40 Will investors have private asset exposure in the next five years?
16:50 WSJ reporter Anne Tergesen joins the conversation
18:50 How State Street, Vanguard, and Apollo are handling private assets
20:45 Hurdles with adding private assets to your 401(k)
22:00 Should you have liquidity in your 401(k)?
23:00 The importance of access to private markets
25:00 What to consider before investing in private assets
25:15 What stands in the way of private assets?

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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