For Financial Professionals in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

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Time to Refresh Your IPS: An Expert’s View

Time to Refresh Your IPS: An Expert’s View

Three areas where well-intentioned but unclear or outdated IPS language can create problems for plan sponsors.

Fixed Income in Retirement Plan Lineups: When Traditional Risk Assessment Methods Fall Short

Fixed Income in Retirement Plan Lineups: When Traditional Risk Assessment Methods Fall Short

Why using traditional methods to assess the risks associated with certain diversifying fixed income categories may prove to be problematic.

Fixed Income in Retirement Plan Lineups: Gaining a Better Understanding of Specific Risks

Fixed Income in Retirement Plan Lineups: Gaining a Better Understanding of Specific Risks

A discussion of how certain fixed income categories can expose participants to unnecessary risk despite the diversification benefits they might provide.

Fixed Income in Retirement Plan Lineups: Spotlight on Diversification

Fixed Income in Retirement Plan Lineups: Spotlight on Diversification

A discussion of how to help ensure adequate diversification among the fixed income options included in plan menus.

Fixed Income in Retirement Plan Lineups: Addressing Overlap

Fixed Income in Retirement Plan Lineups: Addressing Overlap

Addressing the potential for overlap in retirement plan menus in the Core and Core-Plus fixed income categories.

Plan Advisors: How Are You Incorporating International Equity in Your Plan Menus?

Plan Advisors: How Are You Incorporating International Equity in Your Plan Menus?

Considering which asset classes should be represented in the international equity category for DC plan menus.

How to Build Plan Menus that Support Participants through Retirement

How to Build Plan Menus that Support Participants through Retirement

The importance of providing adequate diversification and drawdown strategies through retirement.

Getting Plan Menus “Just Right”

Getting Plan Menus “Just Right”

Finding the middle ground between too conservative and too aggressive in retirement plan menus.

Plan Talk: How to Engage and Motivate Retirement Plan Participants

Plan Talk: How to Engage and Motivate Retirement Plan Participants

How can plan sponsors communicate with participants to keep them engaged with their retirement plans?

What’s New in Fiduciary Breach Cases?

What’s New in Fiduciary Breach Cases?

Anticipating the next generation of potential fiduciary failures and lawsuits.

Taking Stock of Emergency Savings Account Options

Taking Stock of Emergency Savings Account Options

Exploring options for plan sponsors and business owners to help employees build up adequate savings.

Plan Talk: Best of 2020

Plan Talk: Best of 2020

2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.