Investment Professionals

Investment Professionals

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...
When Investing for Income, Diversification Matters

When Investing for Income, Diversification Matters

Investors generally seek income from familiar sources, such as bonds and dividend-paying stocks. But accommodative monetary policies and low interest rates over the past...
Alternatives: Separating Fact from Fiction

Alternatives: Separating Fact From Fiction

Alternative investments have gained prominence over the past few years, especially as alternative mutual funds—also called liquid alternatives—made them accessible to a broader group...
Explore Emerging Markets

Explore Emerging Markets

High-growth potential is the number one reason investors look to emerging markets for a portfolio boost. That’s because emerging markets are where most of...
Fed Holds Rates Steady, Sets Stage for Future Moves

Fed Holds Rates Steady, Sets Stage for Future Moves

As expected, the Federal Reserve (Fed) left its interest rate target unchanged at its latest monetary policy meeting. This is consistent with the gradual...
Today's Markets May Command an Alternative Approach

Today’s Markets May Command an Alternative Approach

Underpinning investor’s retirement goals is the need to have enough income to live how they want, for as long as they need. Though that...

Recent Articles