Research

The transition of financial markets from USD LIBOR to the secured overnight financing rate (SOFR) has proven to be a complex process...

This paper presents a glide path design process that seeks to maximize the probability of successful retirement by factoring plan participant profiles into investment decisions.

Selecting a target date fund that best aligns with a retirement plan’s objectives and participants requires evaluation of four key aspects of fund design — glide path, asset allocation, underlying managers and portfolio construction.

Our research provides a framework for investors looking to include unconstrained fixed income as part of a strategic fixed income allocation

An attractive entry point for long-term investors

After Insurance Portfolio Managers have pulled all the portfolio levers, what’s next?

While the active versus passive debate has only grown hotter over the years, it’s important to remember that what works for one core investment strategy may not be as successful in another.

In early March 2021, the Financial Conduct Authority (FCA) formally announced the timing of future cessation and loss of representativeness of the LIBOR benchmarks.

While today’s retirees are far more exposed to market risks than previous generations, shifting macro trends have rendered some traditional sources of retirement stability less reliable. Rethinking retirement asset allocation should include a high dividend, low volatility equity strategy.

This paper will introduce you to the senior loan asset class. It will describe what a senior loan is, and explain some of the advantages and risks of investing in senior loans.