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Showing entries with the topic “Investments”.

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Aug 2018

Collective Investment Trusts (CITs): An Investment Persepctive

Collective Investment Trusts (CITs) offer some potential benefits to retirement plan participants over traditional mutual funds. On the surface, mutual funds and CITs appear to be very similar in that they are both pooled buckets of investments. However, CITs can provide some cost and operational ef…

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Jul 2018

Navigating Retirement Portfolios During Market Volatility

After a long period of relatively strong returns, global equity markets gave way to a bout of volatility that has been disconcerting for some retirement plan participants. What steps can investors take to protect their retirement portfolios during market downturns?

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Jun 2018

Socially Responsible Investing: What Retirement Plan Sponsors Need to Know

Interest in environmental, social and governance (ESG) investing has soared, however, the way in which retirement plan sponsors approach ESG-focused investment strategies can be a point of confusion. We explore the latest DOL guidance and the key issues of which plan sponsors need to be aware.

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May 2018

The Impact of Technology Stocks on Retirement Portfolios

The increasing concentration of technology stocks in mutual funds - and the recent selloff of these company shares - have raised questions as to whether investors are over-exposed to technology giants and potentially at risk for bigger market downturns.

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Feb 2018

Revisiting the Active versus Passive Debate in Today's Markets

Recently, we have seen a considerable increase in volatility in the market, with wide swings in the major market indices.  The volatility started with the announcement of the highest annualized wage growth since June 2009, which ignited renewed fears of inflation.  However, the outsized mo…

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