Literature Results Page

Filter by Material Type:
Insights & Education 
Advanced Filters:


Results Loading...

Quarterly Update: Global Emerging Markets

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

  • Mar-05-2018
  • Whitepaper
  • institutional

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.

  • Aug-26-2019
  • Whitepaper
  • advisor
  • PUB ID: RETX016252

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-13-2019
  • Whitepaper
  • advisor
  • PUB ID: RETX549542

Don't Take Your Plan For Granted - Fiduciary Misconceptions

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

  • Oct-08-2019
  • Whitepaper
  • public

Fiduciary Prudence and Investments: Historical Track Record - Whitepaper by Geoff Strunk

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

  • Sep-30-2019
  • Whitepaper
  • public
  • PUB ID: RETX469911

Employee Plan IRS Examinations - Whitepaper by Maria Hurd

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

  • Aug-23-2019
  • Whitepaper
  • public
  • PUB ID: RETX367673

LDI: Stocks and Pensions, Oil and Water, and Other Incompatibles

Liability Driven Investing Insights: LDI: Stocks and Pensions, Oil and Water, and Other Incompatibles

  • Apr-30-2019
  • Whitepaper
  • advisor

When Diversification Is Bad for a DB Plan

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.

  • May-02-2019
  • Whitepaper
  • advisor

Disruptive Technologies Drive New Opportunities in Commercial Real Estate

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.

  • Apr-12-2019
  • 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-13-2019
  • Whitepaper
  • public

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.

FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.