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.

LATEST INSIGHTS

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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.

PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans

PEPs Are Coming: How to Position Your Practice for the New Pooled Employer Plans

How financial professionals can continue to add value for plan sponsors and business owners who choose to adopt PEPs.

Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

Plan Talk: How to Use Client Motivations to Encourage Better Social Security Decisions

How the timing of claiming Social Security benefits can impact our long-term retirement goals.

Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

Plan Talk: Assessing Fixed Income Options in Retirement Plan Lineups

The latest episode of Plan Talk focuses on the lack of adequate fixed income options in many retirement plan lineups.

Protecting Plan Participants from Cyberthreats in the Age of Remote Working

Protecting Plan Participants from Cyberthreats in the Age of Remote Working

Plan sponsors should carefully screen service providers to help ensure plan participants are not vulnerable to cybersecurity threats.

Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications

Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications

A discussion of our recent survey exploring diversification in defined contribution plans.