Literature Results Page

Martin Currie's insight and perspective on the global emerging markets for the quarter.

Smart beta can be utilized within the traditional style box framework to help investors achieve their desired portfolio outcomes; consider, for example, the use of a defensive equity income strategy in conjunction with a traditional value stock allocation.

A high level summary of Western Asset's views for 2019

Whitepaper offering insights to help plan sponsors and advisors prepare for a plan audit by providing a road map to help determine whether an audit is required, whether it can be limited in scope, what that means for the plan and how to select an auditor with the proper expertise.

Whitepaper intended to help plan sponsors understand their fiduciary obligations and provide compliance guidance.

Whitepaper that explains the important role a plan committee plays in minimizing potential exposure to fiduciary violations that could lead to DOL enforcement and/or private litigation.

Whitepaper intended to examine the considerations of historical performance and back-testing in the fiduciary decision-making process.

Whitepaper explaining six misconceptions of a retirement plan sponsor's duty. Includes a plan sponsor self-assessment and checklist.

Whitepaper intended to examine the aspects of the ERISA fiduciary duty of prudence in the context of investments.

White Paper written by Maria Hurd (Belfint, Lyons & Shuman) on employee plan IRS examinations.