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Insights for Financial Professionals

August 30, 2016

Narrowing In on the Right Approach

This paper seeks to explore the various approaches to menu design and identify how plan demographics and participant behavior can aid in determining what may be most appropriate for a specific plan.

August 29, 2016

Research Note - August 2016

Once again equity markets have demonstrated their ability to bounce back from a flare up in volatility. The market shock from the unexpected victory for the “Leave” camp in the United Kingdom’s referendum on membership in the European Union has faded, and the VIX is once again near multi-year lows.

August 22, 2016

The Positive Impact of Real Estate Getting a Seat at the GICS® Table

The addition of the Real Estate sector to the GICS® structure is significant because it highlights real estate’s important and growing position in today’s global economy. We explore the implications for real estate and REITs in our new blog post.

August 17, 2016

Comparing Traditional Cash Management Strategies

Recent regulations and the current low interest rate environment are limiting how much organizations can earn on their excess cash. A Bank Deposit Investment Account (BDIA), a customized cash management solution that can help organizations generate more income on their excess cash, may be worth considering.

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