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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

Diversifying Value - Thinking Outside the Box

Smart beta can be utilized within the traditional style box framework to help investors achieve their desired portfolio outcomes; consider, for example, the use of a defensive equity income strategy in conjunction with a traditional value stock allocation.

  • Mar-05-2019
  • Whitepaper
  • advisor

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

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

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

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

Hiring an Investment Manager - Whitepaper by Geoff Strunk

Whitepaper intended to help examine the benefits and limitations of delegating ERISA fiduciary responsibility, as well as the different types of ERISA investment professionals a plan sponsor might retain to provide this fiduciary level of service.

  • Aug-23-2019
  • Whitepaper
  • public
  • PUB ID: RETX430008

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