A recent article summarized data from a paper in the Financial Analysts Journal on the career paths of mutual fund managers. Not surprisingly it confirms
The Ivory Tower geniuses atop the country’s most respected endowments have recently received a firestorm of criticism for failing to produce outsized returns during the
Asset growth in Target Date Funds (“TDFs”) in defined contribution plans has been phenomenal the past few years, primarily because the trend in plan design features such
A recent article in PLANADVISER highlights some of the benefits of Collective Trusts. The article, “Time to Consider a Collective Trust?”, John Manganaro provides an overview
According to the IRS, the most common errors in connection with qualified plans, and specifically a 401(k) defined contribution plan, are as follows: Failure to
Most alternative investment assets are held by institutional investors or by accredited, high-net-worth individuals and, according to Preqin, now total $6 trillion. Alternative investments include
Endowment IndexTM now available as a benchmarking tool for investors that manage multi-asset portfolios comprised of both traditional (stocks and bonds) and alternative (private equity,
Morningstar has put together the following matrix to help clarify the above, that we find very useful in our model portfolio construction:
A recent article published by COOConnect provides hard data on the growing use of alternative investments. Our key takeaways: “The liquid alternatives industry is growing
Survey shows small business owners that work with a financial advisor are more satisfied with their 401(k) Plan. A recently published survey of employers regarding
Domestic equity markets were a study in contrasts in April, with significant divergence among various segments of the market. The key story of the month was
The use of alternative investments continues to grow. According to Lipper, alternative mutual funds saw the biggest percentage growth of any fund group, with assets under
