We just finished up our annual report on the $20 billion club, and we've concluded that 2022 was a weird year for pension plans.
Advisors who have business owners as clients need to adapt their discovery process and service plans to help these independent and resourceful investors.
With the new year in its infancy, it may be too early to think about where to spend Thanksgiving or booking your car’s fall tune-up.
Investors should be aware of potential real-time market exposure risks when implementing large changes to their portfolios.
At the conclusion of its inaugural policy meeting of 2023 today, the U.S. Federal Reserve (Fed) delivered a smaller, quarter-point rate hike, as widely expected by markets.
Our 2022 ESG manager survey findings reinforced our belief that the integration of environmental, social and governance (ESG) factors into investment processes is here to stay.
This fall was a memorable time in the Halverson household.
It's the end of the world!
After years of uncertainty around how U.S. retirement plans could consider ESG factors, the dust is finally settling. It’s official: A Nov. 22 rule issued by the Department of Labor (DOL) allows retirement plans to consider financially material ESG factors when selecting investments and exercising shareholder rights.
We believe private credit is an attractive investment with greater market coverage and a timely opportunity to benefit from the scarcity of fresh capital.
Everyone seems to be paying more attention to the cost of goods and services these days. But there is one cost that many investors pay without realizing it – the cost of taxes on their portfolios. Here's why this cost matters and what you can do to help your clients avoid it.
Our annual ESG manager survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private markets managers, and spotlights firmwide policies, use of data, engagement and integration.
Corporate defined benefit (DB) plan sponsors face two primary risks: equity risk and interest rate risk.
Is tax drag holding your clients back?
Balancing financial gain and personal values can be a challenge for investors. A fund of funds approach to impact investing can help to provide the best of both worlds.
When markets are challenging, your clients look to you to help manage their expectations as well as their hard-earned money.
Is a recession lurking around the corner in 2023? If so, how might it impact defined benefit (DB) plan sponsors—and what steps, if any, should they consider taking?
10 years have passed since the watershed year for pension risk transfer.
Central banks haven't finished tightening and the U.S. Treasury yield curve remains inverted.
Let’s face it, the last three years have been challenging for investors. The global pandemic has had a domino effect on so many aspects of our lives.
With the ever-increasing need to decarbonize our global economy, investors are now focused not only on the why behind decarbonizing, but also the how.
It’s been a tough first half of the year, with the MSCI All Country World Index down by 21.7% and the Bloomberg Global Treasury benchmark losing about 9% as of June 17.
The world of politics and political maneuvering never ceases to amaze us.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Research Analyst Laura Bardewyck reviewed early results from second-quarter earnings season.
As institutional investors, we most often represent risk as annual standard deviation or tracking error. But when we implement changes in our portfolios, the real-time risk happens much faster.
One of the vexing questions for China watchers has been the lack of stimulus delivered, despite the maintenance of the government’s 5.5% GDP target for 2022 (although there is skepticism around the ability to reach that 5.5%).
While a direct indexing strategy is a great addition to an investor’s portfolio, you’ll want to ensure your clients are properly diversified and also poised to reap the benefits of active management, while recognizing that active management doesn’t generate as many tax losses as tracking the index does.
Recession fears and central-bank tightening are driving market volatility.
After months of hand-wringing, U.S. indexes are now in bear-market territory across the board, down 20% from their most recent highs.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed the recent PMI (purchasing managers’ index) readings from China and the U.S.
There is increasing awareness among investors of the important role that responsible investing plays in a well-diversified portfolio.
Tax Day has come and gone.
Investor interest and participation in private markets continues to grow.
With the world economy still recovering from the COVID-19 pandemic and now dealing with the Ukraine-Russia crisis, markets face a great deal of uncertainty.
It's no secret that in fixed income markets, excess performance above the benchmark is difficult to achieve over the long run.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed market reaction to the latest developments in the Russia-Ukraine war.
Russia's invasion of Ukraine has sparked higher inflation, unleashed additional market volatility and will likely lead to a slowdown in global growth rates. However, we believe above-trend growth is still possible this year, provided hostilities ease and energy prices stabilize.
Last week, I was driving home from a business trip when I suddenly got a call from my parents.
This year's theme is #BreakTheBias and I thought it might be fitting to look at a few of the common biases when it comes to female investors - and how financial advisers can work toward better addressing some of these, not only with clients, but with their teams as well.
We believe the war in Ukraine will likely negatively impact growth rates during the first half of the year and lead to higher inflation, with Europe taking the biggest hit. However, we think growth could rebound during the second part of 2022 if energy prices decline.
Since 2011, we have issued annual reports on the largest listed corporate defined benefit (DB) sponsors in the U.S., codenamed the $20 billion club.
What many feared may happen came true overnight with Russia invading Ukraine from all sides—Crimea, Belarus and Russia.
As we begin 2022, there is a lot of noise in the marketplace: midterm elections, omicron and everything in between.
From 2008 onward, U.S. market returns have been strong and consistent, and 2021 was no different, with the S&P 500 returning a solid 29%.
The term direct indexing is somewhat of a misnomer.
Many people will see the beginning of 2022 as motivation for a resolution.
Rougher seas lie ahead for non-profit fiduciaries as the COVID-19 pandemic stretches into 2022 and refuses to retreat quietly into the night.
Talent is quitting. And new talent is hard to hire.
As soon as an asset owner allocates capital to more than one manager, an interaction effect exists which will have an impact on the investor’s overall portfolio outcome.
