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Quarterly Update: Global Emerging Markets

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

  • Mar-05-2018
  • Whitepaper
  • institutional

Helpful Tips to Prepare for a Retirement Plan Audit

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.

  • Aug-26-2019
  • Whitepaper
  • advisor
  • PUB ID: RETX016252

The ERISA Fiduciary Investment Process: Historical Returns and Back-Testing as Relevant Factors to Evaluate Prudence

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

  • Sep-13-2019
  • Whitepaper
  • advisor
  • PUB ID: RETX549542

Fiduciary Prudence and Investments: Historical Track Record - Whitepaper by Geoff Strunk

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

  • Sep-30-2019
  • Whitepaper
  • public
  • PUB ID: RETX469911

Effective LDI: Don't Sweat the Small Stuff

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.

  • Aug-13-2019
  • Whitepaper
  • public

Legg Mason Perspectives Anticipating Client Needs

Q&A with Todd Barmash and Jaspal Sagger about evolving client needs in an age of disruption and how Legg Mason is meeting the challenge.

  • Feb-05-2020
  • Whitepaper
  • public
  • PUB ID: MIPX578696

Legg Mason Digital Distribution Strategy

Q&A with Roger Paradiso and James Verner about how asset managers are thinking about technology

  • Nov-14-2019
  • Whitepaper
  • public
  • PUB ID: MIPX564205

Annual Outlook: The Price of Opportunity

Legg Mason's 9 independent investment managers share perspectives on what investors should consider going into 2020.

  • Dec-26-2019
  • Whitepaper
  • public

Diversifying Value - Thinking Outside the Box

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.

  • Feb-06-2020
  • Whitepaper
  • advisor

Fiduciary Obligations of Retirement Plan Sponsors - Whitepaper by Geoff Strunk

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

  • Mar-18-2020
  • Whitepaper
  • public

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