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Vantage » Country In Focus: Japan
January 09, 2017 | Market Commentary
Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts to Europe, Japan remains at the forefront of …
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All AudiencesSenior Investment Consultant
Library » Converge, Volume 7: Custom Target Date Fund Perspective
August 06, 2015 | Retirement Plans
Target date fund (TDF) selection and monitoring is becoming more important as the assets held in these funds grow. Within the next decade, assets held by target date funds may surpass $1.5 trillion. In recognition of the challenges facing plan fiduciaries specific to evaluating TDFs, in …
Audience
Financial Advisors
Spotlights » Demographics: An Essential Element in QDIA Due Diligence
June 22, 2015 | Retirement Plans
Given the tremendous increase in the number of defaulted participants and resulting asset growth in default investment options, it’s imperative that fiduciaries choose a QDIA solution that is appropriately aligned with the needs of their participant base.
President
Library » Raising the Bar on Target Date Due Diligence: Demographics Matter
June 22, 2015 | Retirement Plans
Manning & Napier and Strategic Insight are pleased to provide this whitepaper highlighting emerging trends and fiduciary considerations regarding certain popular industry target date due diligence tools. Investment due diligence–especially of the retirement plan’s default investment option–is …
Library » Webinar: Emerging Trends in Retirement Investment Due Diligence
June 15, 2015 | Retirement Plans
This discussion provides retirement plan advisors with industry intelligence on the recent trends in investment menu construction. In addition, it offers actionable advice on how retirement advisors can enhance their current due diligence processes with evaluation of the plan’s unique demographics …
Library » Converge, Volume 6: Bridging the Demographic Disconnect
May 26, 2015 | Retirement Plans
A generational shift is underway. This year, Millennials will overtake Baby Boomers as the nation’s largest living generation. As the boomer generation moves further into traditional retirement years, evolving employee expectations are altering the benefits landscape more significantly than at …
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Financial Advisors