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In Bonds, Active Beats Passive

In Bonds, Active Beats Passive

  • Feb-12-2018
  • Whitepaper
  • advisor
  • PUB ID: MIPX321849

Infrastructure: Growth Instigator

RARE’s Co-Chief Investment Officer and Co-Chief Executive Richard Elmslie talks about the exciting growth potential for infrastructure assets over the next decade and their resilience in the face of future downturns. Richard also addresses investors’ recent concerns over the impact of rising interest rates on the more bond-like equity sectors of this market, and U.S. president Trump’s still-to-be-delivered promise to build more infrastructure.

  • Mar-28-2018
  • Whitepaper
  • public

Institutional Perspectives: Dynamic MDA Portfolios

White paper detailing the investment process for the ClearBridge Dynamic MDA Portfolios.

  • Feb-26-2018
  • Whitepaper
  • advisor

Put to the Test

Actions speak louder than words. The most prudent and objective approach to understanding a manager’s investment style is to perform a rigorous statistical analysis of their long term historical track record. Western Asset’s broad market core product has out-performed the Bloomberg Barclays U.S. Aggregate Bond Index by an average of 140 bps gross of fees per year over the 42-year history of the index. Our record is one of outperformance through both risk-on and risk-off markets.

  • Apr-10-2018
  • Whitepaper
  • advisor
  • PUB ID: MIPX444473

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

Wagner Law Group Next Generation IRAs

Compares new types of IRAs including myRA, state mandated IRAs and private sector payroll IRA programs.

  • Apr-22-2016
  • Whitepaper
  • advisor
  • PUB ID: RETX261659

What's The Plan for Your Plan

Whitepaper detailing 401(k) plans and other similar tax-qualified retirement plans for employers. Includes instructions for using metrics and a checklist to evaluate a plan's level of success.

  • Aug-03-2016
  • Whitepaper
  • public
  • PUB ID: RETX015411

The Real Message of LDI

Above All, LDI Means That Risks Are Different For a DB Plan

  • Jul-27-2017
  • Whitepaper
  • public

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-04-2017
  • Whitepaper
  • public

Real Estate Tax Reform Winner

A research note providing update on the impact of the tax reform on real estate

  • Apr-02-2018
  • Whitepaper
  • public

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