Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times We find ourselves in difficult times. The global effects of COVID-19 have wreaked havoc on investment markets, on daily life, and on institutional investment pools such as pension funds and endowments. Treasury yields...
The Past Decade in 2020 Hindsight: Pension Investing

The Past Decade in 2020 Hindsight: Pension Investing

The Past Decade in 2020 Hindsight: Pension Investing In 2019 plan sponsors witnessed a familiar, albeit more extreme, combination of returns that has also been the theme of the entire previous decade.  Equities rallied, long term interest rates fell, and funding...
Replicating Private Equity

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,...
Fiduciary Implications of Pension Plan Annuity Purchases

Fiduciary Implications of Pension Plan Annuity Purchases

Fiduciary Implications of Pension Plan Annuity Purchases   Download a PDF version of this article… With the growing number of annuity purchases taking place in the market today, it is imperative that plan sponsors understand the fiduciary implications for implementing...
Target Date Funds: Three Things to Consider

Target Date Funds: Three Things to Consider

Target Date Funds: Three Things to Consider   Download a PDF version of this article… Target Date Funds (TDF) have become increasingly important to the retirement security of 401(k) investors. As with any investment option, plan fiduciaries have a duty to...