Industry Voices

Commentary: Bridging the GAAP with insurers and alternative investments

INDUSTRY VOICES

INDUSTRY VOICES

Faced with historically low interest rates, insurers' investment arms have turned to alternative investments for better returns, but at what cost?
Commentary: Bringing transparency to endowment portfolios

INDUSTRY VOICES

INDUSTRY VOICES

Large endowments have a history of innovation but meeting demands for transparency requires streamlining data aggregation.
Commentary: Corporate pension funds have come a long way — are they ready to derisk?

INDUSTRY VOICES

INDUSTRY VOICES

Many plan sponsors find themselves in a position to put the theory of derisking into practice, but not first without taking these considerations.
Commentary: 401(k) fixes needed right now

INDUSTRY VOICES

INDUSTRY VOICES

If we don't address the retirement security problem now, wrenching and painful changes will be required down the road.
Commentary: To classify equities, look beyond the index providers

INDUSTRY VOICES

INDUSTRY VOICES

Investors may benefit from exploring alternative equity classifications after the recent overhaul of industry taxonomy by S&P and MSCI.
Commentary: An alternative to extending pension plan duration – cash flow-driven investing

Industry Voices

Industry Voices

Cash-flow-driven investing might be the answer for executives seeking to increase their fixed-income allocations in a low-return environment.
Commentary: FASB changes to defined benefit plan disclosure requirements

Industry Voices

Industry Voices

Changes to defined benefit plan sponsor disclosures required by the FASB aim to improve the effectiveness of financial statement disclosures.
Commentary: In the brave new world of asset management, managers must adapt – or else

INDUSTRY VOICES

INDUSTRY VOICES

Asset managers need to employ best-of-breed solutions powered by the latest technology in order to succeed.
Commentary: Death of the J-curve

Industry Voices

Industry Voices

Several factors exist that could lead to the end of, or at least the reduction of, the J-curve effect.
Commentary: Argentina — persistent opportunity in spite of challenges and volatility

Industry Voices

Industry Voices

Argentina offers investors looking for private investments within emerging markets significant opportunities when carefully selected.
Commentary: Weathering the storm – building resilience into a real assets portfolio

Industry Voices

Industry Voices

Investors should adopt a systematic, 3D approach in evaluating real asset climate exposure to mitigate potential risks and maximize investment opportunities.
Commentary: Jittery investors feel butterflies as divergence replaces central bank put

Industry Voices

Industry Voices

As central banks move to raise rates, investors need to let go of their reliance on monetary policy and embrace a more complex future.
Commentary: Pension stress testing can help states plan for the next recession

INDUSTRY VOICES

INDUSTRY VOICES

It's time for states to mandate stress-test reporting requirements that will help quantify the risks associated with funding pension plans.
Commentary: Volatility harvesting – the great diversifier

Industry Voices

Industry Voices

Adding volatility harvesting strategies into a diversified portfolio can function as a yield substitute for fixed-income portfolios.
Commentary: Reforming a broken system

INDUSTRY VOICES

INDUSTRY VOICES

For the most part, agency capitalism has been very good for retail investors. But, like any other type of agency, it also has a downside.