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.

Liability Driven Investing Insights: LDI: Stocks and Pensions, Oil and Water, and Other Incompatibles

For a total-return investor, diversifying one’s portfolio cannot increase risk and almost always reduces risk. However, for DB plans, diversification into some assets can actually increase risk.

Clarion Partners reviews the impact of new innovations on the use of properties and commercial real estate. Disruptive Technologies discussed in the whitepaper include internet platforms / networks, robotics and artificial intelligence, autonomous vehicles, FinTech, cloud computing, drone delivery and 3D printing.

In pension management as in life, simple is usually better. There are all kinds of complex fixed-income strategies a plan can engage in to reduce risk, but our research indicates that these provide little or no advance over simple derisking moves.

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

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

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

Whitepaper intended to help examine the benefits and limitations of delegating ERISA fiduciary responsibility, as well as the different types of ERISA investment professionals a plan sponsor might retain to provide this fiduciary level of service.