Replicating Private Equity

Replicating Private Equity

Download a PDF version of this article here. Borrow and access small cap Private Equity is illiquid and challenging to benchmark. Many investors use “S&P 500 +3%” in order to compare performance in the absence of an observable, investable asset. This paper...
Equity Protection – is now the right time?

Equity Protection – is now the right time?

Download a PDF version of this article here. Recent bouts of volatility have made headlines and questions are being asked of one of the longest equity bull markets in history. However, strategies to protect against declines in the equity market have been steadily...
2017 Pension Plan Report Card – An Above Average Year

2017 Pension Plan Report Card – An Above Average Year

  Download a PDF version of this article… Strong markets coupled with favorable changes in corporate tax rates made 2017 a very good year for pension plan sponsors. The continuing run up in the equity markets meant that most plan sponsors saw funded status...