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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

Martin Currie Stewardship and ESG Report

Stewardship and ESG Report Edition 1: Climate Change

  • Aug-26-2020
  • Whitepaper
  • public
  • PUB ID: MCXX614858

Whitepaper - 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-18-2020
  • Whitepaper
  • advisor
  • PUB ID: RETX549542

Whitepaper - 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.

  • Sep-18-2020
  • Whitepaper
  • advisor
  • PUB ID: RETX016252

Managing Volatility in Target Date Funds

A managed volatility approach to target date funds allows investors to better navigate the trade-off between longevity and market risk.

  • Sep-15-2020
  • Whitepaper
  • advisor
  • PUB ID: QSIN555463

Whitepaper - Fiduciary Obligations of Retirement Plan Sponsors

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

  • Sep-18-2020
  • Whitepaper
  • public
  • PUB ID: RETX424250

Whitepaper - Aggregated Employer Plans: Reduced Effort, Liability and Cost

This whitepaper is intended to consider retirement plan products that seek to reduce a plan sponsor's time, effort, anxiety, and cost.

  • Dec-02-2020
  • Whitepaper
  • public

Whitepaper - Fiduciary Prudence and Investments: Historical Track Record

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

  • Sep-18-2020
  • Whitepaper
  • public
  • PUB ID: RETX469911

Whitepaper - ERISA Retirement Plan Governance: Reducing Fiduciary Risk

Whitepaper intended to provide an overview of best practices that plan sponsors can implement to reduce potential fiduciary liability.

  • Nov-02-2020
  • Whitepaper
  • public

Q&A: Multi-Sector Bond Strategies

A Q&A discussion of how Western Asset approaches multi-sector bond strategies, with some sector-specific insights.

  • May-20-2021
  • Whitepaper
  • public

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