Insights
SHAPING PERCEPTIONS
Short, bite-sized insights on topics affecting investment decision-makers in enterprise sponsored retirement plans.
Clarifying concepts
Stable Value Funds: Part 1
Unclear about how stable value funds are used in defined contribution plans? This first of three posts discusses their features and how they differ from other options.
Stable Value Funds: Part 2
Unclear about how stable value funds are used in defined contribution plans? This second of three posts discusses their features and how they differ from other options.
Stable Value Funds: Part 3
Disclosures about the investment returns of stable value funds do not fall under the same stringent rules as other capital preservation funds like money market funds.
Investment decision-maker: What color are you?
Many enterprises have organized groups of executives and managers into what are called investment committees. Not all such groups make actual investment decisions. Some committees function as an oversight board charged under various pension and trust laws to select...
Get all the facts before deciding
What skills should investment committee members possess? Managing an investment decision-making process demands skills of a scientific nature and abilities that are best described as artistic. Institutional investors are required as a matter of prudence to take into...
Benchmarking is Not Enough
Evaluating investment performance requires unbiased, accurate data Most recordkeeping firms provide investment "benchmarking " reports to their clients. Such reports compare each investment to a peer group or stated index (benchmark). This index is probably the same...