Research

Whether a plan sponsor favors active or passive management, choosing a target date manager is an active decision that may have much greater fiduciary...

For plan participants, target date funds simplify the complex task of saving and investing for retirement by automatically allocating assets based on each...

Completion managers can potentially help reduce the tracking error of plan assets to liabilities.

Overview of typical covenants to protect the interests of private credit investors.

Better than measures of the past for gauging future excess return potential.

While aggregate consumer spending is robust, the data obscure risks spawned by income inequality.

Plan sponsors will likely have to rethink LDI implementation in the new tax regime. 

Our analysis reveals that manager diversification does not necessarily insulate corporate plan sponsors from issuer concentration risk.

Court determines that risk retention rules should not apply to open-market CLOs.

It may take some time for the markets to find their bottom. However, our recession indicators are not rising, our cycle indicators are not flashing warnings and our realtime activity indicators say this is a technical selling correction that will exhaust itself.