Industry Voices

Commentary: 10 years on – did the 'fair value' rule change the face of private equity?

Industry Voices

Industry Voices

The introduction of the 2007 "fair value" rule for private equity investors has not resulted in major corrections of valuations.
Commentary: Inside the CTA black box

INDUSTRY VOICES

INDUSTRY VOICES

A new study lays out a model for creating a benchmark for commodity trading adviser strategies.
Commentary: Benefits heresy – increased use of plan loans improves financial wellness

INDUSTRY VOICES

INDUSTRY VOICES

Participants who use plan loans rather than more expensive consumer debt often improve household wealth and retirement assets.
Commentary: The Sustainable Development Goals — a guidepost for financial transformation

INDUSTRY VOICES

INDUSTRY VOICES

The spirit of the Sustainable Development Goals should not be lost as the goals get translated into action for the financial sector.
Commentary: The global need to plan for tomorrow, today

INDUSTRY VOICES

INDUSTRY VOICES

A global retirement crisis is brewing, and clarity and personalization is essential when crafting retirement communications.
Commentary: Increasing the efficiency of retirement savings

Industry Voices

Industry Voices

Retirement plans should focus on value drivers to help savers get the maximum retirement income for every dollar of contribution.
Commentary: Is 2019 the time for institutional investors to allocate to China A shares?

INDUSTRY VOICES

INDUSTRY VOICES

Institutional investors seeking to fully participate in the next stage of China's economic evolution should start investing overweight to A shares.
Commentary: Plan participants benefit in pension risk transfer agreements

INDUSTRY VOICES

INDUSTRY VOICES

State regulatory systems impose a higher level of regulatory and solvency scrutiny than the federal regulations governing pension plans.
Commentary: Unconscious bias in new hire compensation

INDUSTRY VOICES

INDUSTRY VOICES

Hiring practices can unintentionally perpetuate cohort pay bias, but educating hiring managers can help prevent unintended disparities.
Commentary: The world according to Trump, year 3

Industry Voices

Industry Voices

The Securities and Exchange Commission's role in setting regulatory changes for the asset management industry will be of even greater importance.
Commentary: New CEOs should prioritize relationship building with institutional investors, regulators

INDUSTRY VOICES

INDUSTRY VOICES

The design of a successful CEO transition must include perspectives and concerns of shareholders, including institutional investors and regulators.
Commentary: A growth-focused paradigm in private equity investing

INDUSTRY VOICES

INDUSTRY VOICES

Based on changes in the market and the growth and size of companies, PE investors must pioneer a new approach across the investing spectrum.
Commentary: Limited partners need to be aware of GP-led deal pitfalls

INDUSTRY VOICES

INDUSTRY VOICES

GP-led deals have potentially serious implications for the way funds are managed.
Commentary: The opportunities and risks of investing in Chinese A shares

INDUSTRY VOICES

INDUSTRY VOICES

For long-term active investors, the opportunities presented by A shares are more important than the benchmark inclusion itself.
Commentary: The rise of co-investment SPVs for institutional investors

INDUSTRY VOICES

INDUSTRY VOICES

Institutional investors increasingly are clamoring for co-investment special purpose vehicles, but should consider important issues first.