Research

The next decade is unlikely to play out like the last. A new environment calls for a new approach to fixed income portfolio construction.

Agency CMBS are now scalable and represent a new opportunity to diversify credit exposure.

Corporate plan sponsors wrapped up the first half of 2021 giddy with their improved funded status; increases of over 10% in funded status were prevalent, driven by significant increases in discount rates and strong asset returns.

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

The ABCs of ESG investing

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?