Prescriptions for late-cycle portfolio construction
Transient market volatility has the potential to be thrilling, especially on the heels of low volatility spells like those in the not-too-distant past.
Search Result
Results for:
Refine by:
Category
Format
Topic
Asset Class
Date
Be in the know: Fiduciary standards for state and local government retirement plans
Dan Notto, ERISA Strategist, discusses fiduciary standards for state and local government retirement plans and compares them to the relevant statutes outlined in ERISA.
Momentum is building in Washington for significant retirement legislation
Dan Notto, ERISA Strategist, discusses key provisions of two retirement bills that are getting serious attention in Washington.
Time to revisit your fixed income allocation?
The arrival of the bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Congress passes retirement plan changes … and proposes many more
Dan Notto, ERISA Strategist, discusses retirement plan changes recently passed in Congress as well as proposals for additional legislation affecting retirement plans and their participants.
Part 1: Understand the state of the participant
The first step in improving retirement outcomes is to understand what participants want and need.
Expanding multiple employer plans: A bipartisan idea to narrow the coverage gap
ERISA Strategist Dan Notto discusses the idea of open multiple employer plans (MEPs) and their potential to help narrow the retirement coverage gap.
A review of how Target Date Compass® can assist in evaluating and selecting target date funds
Groom Law Group reviews how Target Date Compass is designed to assist plan fiduciaries with meeting the increasing challenges of target date fund due diligence
Real assets’ role in public pension portfolios
How real estate and infrastructure can enhance returns and reduce volatility