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...
2017 Pension Plan Report Card – An Above Average Year

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...
A Return to Normal Volatility?

A Return to Normal Volatility?

A Return to Normal Volatility? The equity markets have been extremely volatile over the past two weeks.   The S&P 500 dropped over 200 points (almost 8%) in only a few days before bouncing back; January’s gains evaporated. Other equity indices showed similar...