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Library » Target Date Fund Glide Path Evaluation: What Really Matters?

October 12, 2016 | Retirement Plans

The target date fund (TDF) universe continues to expand, providing plan fiduciaries with more options to consider. This offers greater opportunity to select a suite of TDFs that closely aligns with a plan’s specific needs, but also increases the time and energy plan fiduciaries devote to gaining …

Markets & Economy » “Go for Growth” Still a Sound Strategy in Today’s Market

May 18, 2016 | Investment Themes

Stocks perceived as mitigating the effects of market volatility were popular among investors in the first quarter. Big swings in equity markets drove a flight to quality that benefitted dividend-paying sectors such as Utilities and Telecommunication Services (which were the two best- …

Library » Does Indexing Meet Investor Objectives?

June 04, 2015 | Active Management

As investment performance data gets released at the end of each calendar quarter, the financial press is inevitably filled with stories comparing the performance of active managers versus market indices. Framing this type of data in terms of the battle of active versus passive certainly makes …


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