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Meeting pension obligations while managing equity volatility

Pension plans can benefit from asset allocation models that include a dynamic equity allocation that decreases as the funded status increases.

Low volatility equities help weather market cycles

Passive low volatility equities have outperformed the S&P 500® Index over the time period shown, providing equity exposure for investors

Real Estate Investment Trusts (REITs)

Diversifying an investment portfolio is important, and REITs provide an option to investors seeking portfolio diversification.

Private Placement Investing: the search for yield

Private placement bonds allow fixed income investors the potential to expand their opportunity set and consistently improve their total returns.

The Impacts of Divergent Monetary Policy on the Financial Sector

We entered the year with concerns that divergence in central bank policies could heighten volatility and our concerns were quickly realized.