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Article: Key Structural Changes Shaping Insurance Portfolio Management
Investment Insights

The Fed is readjusting, regulations are shifting and private equity is changing the game. Our insurance clients have many questions—and we have answers.

November 18, 2024

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Tips for Winning the NFL Draft and Small Cap Investing

April 23, 2024
Not all college stars successfully transition to the pros, just like not all small companies grow. How should NFL teams and small cap managers approach their selections to increase the odds of winning?

Excess capital yield: A better framework for value investing

April 18, 2024
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.

LDI Quarterly Update: 1Q24

April 12, 2024
Most U.S. plans are now 110% funded. Pivoting to cash flow driven investing can reduce admin costs while better managing liquidity needs.
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