Webinar: New Era Menu Design

July 27, 2017 | Retirement Plans

Behavioral insights have helped 401(k) fiduciaries design plans and select investment defaults that best meet the needs of the majority of participants. With new fiduciary scrutiny, an increase in litigation, and a potential shift in participant behaviors, we are entering a new era of menu design that addresses the needs of all participants.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » Four Elements of Effective Mission Statements

July 25, 2017 | Investment Themes

One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an organization’s philanthropic mission.

Second Quarter 2017 International Perspective

July 20, 2017 | International Markets

Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April through June period, and have generated approximately 14% year-to-date.

Webinar: Accumulating Assets in IRAs

July 13, 2017 | Retirement Plans

Now more than ever, investors need guidance in making investment decisions with their IRA rollovers. We offer investment solution ideas built for these challenging times as well as discuss best practices regarding fiduciary concerns when it comes to capturing your share of the $7.3 trillion IRA market.

Product Spotlight: Strategic Income

July 13, 2017 | Investment Themes

Chris McAvoy, Portfolio Strategist for Multi-Asset Class Solutions, discusses how our Strategic Income strategy takes an innovative approach to generating income in today’s low-yield environment.

Webinar: Real Estate

July 11, 2017 | Investment Themes

We highlight the benefits that Real Estate can provide an investor, the unique characteristics of the asset class, and several points to consider in evaluating your exposure.

Webinar: International Small Cap Equities

July 11, 2017 | Investment Themes

Attractive investment opportunities exist all over the world, but international small cap equities remain overlooked and underinvested. We explore this asset class, discuss where opportunities lie, and shed light on the benefits that international small cap equities may provide to investors.

Rebecca Galliford

Rebecca Galliford

Wealth Management Consultant

Financial Planning » Four Common Types of Debt and What They Mean for You

July 11, 2017 | Wealth Management

American household debt – including mortgages, auto and student loans, and credit cards – has reached a new high at $12.7 trillion, surpassing the previous peak credit bubble levels of 2008, according to the Federal Reserve Bank of New York.

Markets & Economy » Monthly Outlook - July

July 06, 2017 | Market Commentary

Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July.

July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Europe has Reached an Inflection Point

July 06, 2017 | Investment Themes

We believe Europe has reached an inflection point. We lay out the case for a European investment revival in our new chartbook.

Vantage » Country in Focus: India

June 27, 2017 | Market Commentary

India is one of our most preferred countries from a top-down macroeconomic standpoint, not only within the emerging market universe, but within the entire global investment landscape.

Webinar: Volatility, Valuations, & Complacency

June 22, 2017 | Market Commentary

With volatility at all time lows and elevated valuations, how does complacency factor in? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss balancing risk and reward while seeking opportunities moving forward.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Four Tips for an Effective Fundraising Database

June 22, 2017 | Wealth Management

Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful relationships.

Markets & Economy » It’s Copper’s Time to Shine

June 21, 2017 | Investment Themes

The copper industry has been in a state of duress for the last several years following the end of the China-driven commodity supercycle. This industry pressure led to pricing declines and supply constraints, but with demand predicted to remain stable, we believe the industry is ripe for a multi-year deficit which presents opportunities for investors.

Endowments & Foundations » Webinar: Fundraising FAQs

June 09, 2017 | Wealth Management

We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.

Markets & Economy » Theresa May Loses Parliamentary Majority

June 09, 2017 | Market Commentary

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union.

Markets & Economy » Three Reasons to Invest in International Small Cap Equities

June 08, 2017 | Investment Themes

Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked by investors.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 14: Healthcare Reform Makes HSA Education Imperative

June 08, 2017 | Retirement Plans

Healthcare reform will likely lead to increased HSA adoption. How can you help participants prepare for this shift?

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 14: A Fiduciary Approach to Menu Design

June 08, 2017 | Retirement Plans

401(k) plan investment line-ups represent an increasingly complex decision. In our new edition of Converge, we provide five considerations for fiduciaries building menus.