Investment Professionals

Investment Professionals

High Income for a Low Yield Environment

High Income for a Low Yield Environment

Today’s guest post features Client Portfolio Manager Michael Dugan, of Nomura Corporate Research and Asset Management (a subadvisor for American Century Investments). Core bonds have...
Urbanization is Changing the Face of Emerging Markets

Urbanization is Changing the Face of Emerging Markets

Throughout history, population shifts from rural to urban areas have driven increased productivity, consumption, and higher standards of living. Population concentrations into centralized urban centers have helped...
Target-Date Funds: Flexing With Market Forecasts

Target-Date Funds: Flexing with Market Forecasts

Lifecycle risks change with the market environment. We believe an investor’s retirement shouldn’t have to be put on hold due to changing market conditions....
Small Caps: Finding Opportunities in Divergence

Small Caps: Finding Opportunities in Divergence

The relative performance of small-cap growth and value stocks has been cyclical over time, but small-cap growth companies have more recently grabbed the headlines—and...
Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

The election of Donald Trump as the 45th president of the United States last November initially worried emerging markets (EM) investors. The candidate’s campaign...
Target Date Risk Management: Balancing Bulls and Bears

Target-Date Risk Management: Balancing Bulls and Bears

Economies cycle. Policies shift. Markets ebb and flow. Can target-date portfolio glide path construction approaches be more responsive to market conditions? We believe target-date portfolios...
The QDIA Selection Process

5 Steps to Smart QDIA Selection

Qualified Default Investment Alternatives (QDIAs) are the risk management go-to for plan sponsors and a convenient way for plan participants to get a well-diversified...
Emerging Markets Have Hit It Out of the Park

Emerging Markets Have Hit It Out of the Park Recently

Baseball and investing have this in common: everyone takes notice of the outperformers. But like baseball, seasons of great performance may tell only part...
The QDIA (R)evolution

The QDIA (R)evolution

You don’t have to look very far to see why Qualified Default Investment Alternatives (QDIAs) are important to retirement plan sponsors and participants—their advisors...

2017 Research Reveals Insight on 457 Plan Sponsors

Being a trusted partner is important to you—and it’s even more critical as the regulatory environment changes. Staying on top of shifting sentiments and...

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