Literature Results Page

We’ve come a long way from the early days of exchange traded funds (ETFs), with only a handful on the markets. Today, there are many options available to investors, and more compelling solutions to clients’ needs.

Outlines the importance of taking risks when enhancing income and why exchange-traded funds are growing in popularity.

Martin Currie reports on its achievements in integration of international principles for responsible investing (PR) into its investment and governance activities

White Paper written by Maria Hurd (Belfint, Lyons & Shuman) on employee plan IRS examinations.

Deck to show how relevant both Equity and FI income strategies are in this environment.

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

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.

Royce provides a detailed analysis of the attributes of international small-cap, including performance, volatility, correlation, and fundamentals

Today's muni investor faces new realities that require Western Asset's sophisticated approach to interest rate exposure, term structure weighting, sector allocation and issue selection

Accessing opportunistic sectors of the bond market is critical today and the right active approach could provide a distinct advantage over a passive approach.