US. Growing Inclusion of Alts in DC Plans

For defined contribution plan sponsors, alternative investments have become increasingly common. Mega plans—with assets in the billions and hundreds of millions—were historically more likely to include alternatives such as core private real estate. The asset class was most prevalent among large corporate plans, but that has evolved, explains Jani Venter, executive director, defined contribution fund management, real estate Americas at JP Morgan. “Historically, it’s been large corporate and public plans with custom structures that made the decision to include real estate,...