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Avoiding Dollar Cost Ravaging - Volatility and Retirement

Turbulent markets and low interest rates can be especially challenging for retirees who depend on their investment portfolios. For these investors, low-volatility strategies that emphasize income can offer meaningful advantages.

  • Aug-09-2016
  • Whitepaper
  • public
  • PUB ID: MIPX290864

Bubble, Bubble, Toil and Trouble

Details the history and main factors of market bubbles, and looks at the human behaviors that characterize a bubble.

  • Jun-01-2016
  • Whitepaper
  • public

Fixed Income: The Risk of Safety

While Treasuries remain sought-after as a relative "safe haven" in fixed income, other bond sectors could offer greater potential for return going forward.

  • Aug-15-2016
  • Whitepaper
  • public

Smart Currency Hedging for Smart Beta Global Equities

QS Investors white paper, dated May 2015, outlining hedging currency risk of global equity products benefits long-term investors.

  • Aug-16-2016
  • Whitepaper
  • advisor

Unconstrained investing: not running on empty by any means

WAM's product specialist Robert Abad explains the benefits of unconstrained fixed income strategies in a low-rate, post-Brexit environment.

  • Aug-08-2016
  • Whitepaper
  • public

Don't Take Your Plan For Granted - Fiduciary Misconceptions

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

  • Aug-03-2016
  • Whitepaper
  • public
  • PUB ID: RETX016255

Expanding Your Plan's Fixed Income Options - Is Your IPS Ready?

Whitepaper outlining how a retirement plan's Investment Policy Statement (IPS) may be revised to add flexibility to traditional fixed income options. Includes a fixed income checklist for a Plan’s IPS.

  • Aug-03-2016
  • Whitepaper
  • public

Small is Beautiful

Smaller companies are doing big things around the world such as driving new business formation, increasing competition and generally upsetting the status quo in many industries.

  • May-27-2016
  • Whitepaper
  • public

The Long and Short of Brexit

Andrew Belshaw, Western’s Head of Investment Management, London, discusses potential impacts that Brexit could have on the UK, the eurozone and global financial markets.

  • Jul-20-2016
  • Whitepaper
  • public

Dare to be Different - Active Share

A brief look at the concept of active share -- what it is, what it is not, and what it says about how a portfolio is managed

  • Sep-21-2016
  • Whitepaper
  • public

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