In recent weeks the SEC has proposed regulations that in our view will undermine financial analyst independence. As an organization with long-standing leadership on analyst ethics and need for professional independence, we see a great danger to markets and shareowner governance with the release of its proposals, “Interpretation and Guidance Regarding the Applicability of the Proxy Rules to Proxy Voting Advice.”

Do emergency savings equal better retirement? See our latest research for more insights into the needs and challenges for plan sponsors and participants.

In this roundtable discussion, the panelists highlight key provisions of the law, point out what plan sponsors should pay attention to and why, and predict which features will have the most lasting impact.

Should high yield investors go global? See how shedding the home-country bias in high yield offers improved potential for diversification and creates meaningful advantages for investors seeking a wider range of alpha sources.

New thinking to deliver optimized participant outcomes. Access our award-winning publication Shifting DC Times.

Could factor investing offer a risk-return edge in USD investment-grade corporate credit? We simulated the past performance of six fixed-income factors — value, low size, quality, momentum, carry and low risk — that broadly align with MSCI’s equity factors.

Institutional investors have embraced commercial real estate, but their reluctance to allocate to equity REITs has been costly for beneficiaries over the last decade. As the search for yield continues, a fresh look at equity REITs is warranted.

In our annual Global Investment Forum, BMO's multi-asset team gathered to formulate their annual outlook global market outlook. Topics and findings include environmental issues and decarbonization, Brexit, globalization and shorter term views on the markets.

Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Will the strong momentum gold experienced in 2019 continue? Explore the key trends set to shape the global gold market this year. Also, Qaurum, a pioneering new gold valuation tool is now available to help you understand gold’s drivers and their impact on performance.

With remarkable divergences in ESG adoption across regions and by asset class, three leading experts discuss both the “push” and “pull” factors driving institutional ESG investing today.

ESG investments are already norm. Asset owners who are ahead with ESG investments will need to understand the risk characteristics of high ESG-rated stocks, when managing ESG incorporated portfolios. You will find out the hint in this paper.

The Chinese market is second only to the U.S. in breadth, depth and liquidity, yet it is an afterthought in global benchmarks. Discover what makes China a compelling, stand-alone investment opportunity and why an active-management approach is an optimal method for harnessing this opportunity.

In EDHEC’s “Research for Institutional Money Management” supplement, Scientific Beta’s researchers look at the performance of factor indices following rebalancing trades, the role of the Size factor in multi-factor portfolios, high-quality single smart-factor indices, a methodology for analysing the macroeconomic risk of equity factors, and low carbon and ESG fiduciary options.

57% of American workers admit to financial stress, imperiling both their well-being and job productivity. With a data-driven approach, employers can assess the financial needs most relevant to their employees to design customized solutions to help improve their financial wellness.