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Markets & Economy » These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …

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 …

Vantage » Research Note - September 2016

August 29, 2016 | Market Commentary

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 …

Library » The Importance of Selectivity in Today’s Environment

October 26, 2015 | Active Management

Active management is about choice. Every day our goal is to carefully select investments on behalf of our clients in the context of their investment objective. We believe an active approach to financial markets is appropriate in all types of market environments, but it is especially critical today. …

Library » Using Derivatives in the Fixed Income Markets

October 16, 2015 | Fixed Income

Introduction While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage. As such, …

Endowments & Foundations » Managing Spending Needs in Today’s Low Interest Rate Environment

July 20, 2015 | Wealth Management

Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …


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