Literature Results Page

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

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 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.

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.