Commentary

February Fed Meeting: Tough Talk for a Smaller Hike

At the conclusion of its inaugural policy meeting of 2023 today, the U.S. Federal Reserve (Fed) delivered a smaller, quarter-point rate hike, as widely expected by markets.

Commentary

2022 ESG Survey Deep Dive: Active Ownership Review

Our 2022 ESG manager survey findings reinforced our belief that the integration of environmental, social and governance (ESG) factors into investment processes is here to stay.

Commentary

Here’s How Advisors Can Help Make Dreams Come True

This fall was a memorable time in the Halverson household.

Commentary

Are Your Clients Worried About A Market Crash? A Checklist For Survival

It's the end of the world!

Commentary

It’s Official: U.S. Retirement Plans Can Consider ESG Factors

After years of uncertainty around how U.S. retirement plans could consider ESG factors, the dust is finally settling. It’s official: A Nov. 22 rule issued by the Department of Labor (DOL) allows retirement plans to consider financially material ESG factors when selecting investments and exercising shareholder rights.

Commentary

Private Credit: Why We Believe ‘Now’ Is the Time to Invest

We believe private credit is an attractive investment with greater market coverage and a timely opportunity to benefit from the scarcity of fresh capital.

Commentary

What Is the Tax-Cost Ratio and Why Does It Matter?

Everyone seems to be paying more attention to the cost of goods and services these days. But there is one cost that many investors pay without realizing it – the cost of taxes on their portfolios. Here's why this cost matters and what you can do to help your clients avoid it.

Commentary

2022 Annual ESG Survey: The ESG Journey Accelerates

Our annual ESG manager survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private markets managers, and spotlights firmwide policies, use of data, engagement and integration.

Commentary

Is Now the Time to Elevate Your Hedge Ratio?

Corporate defined benefit (DB) plan sponsors face two primary risks: equity risk and interest rate risk.

Commentary

Tax Drag: Are Your Clients Being Held Back On Their Investment Journey?

Is tax drag holding your clients back?

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Impact Investing: How a Fund of Funds Approach Can Help Address Challenges

Balancing financial gain and personal values can be a challenge for investors. A fund of funds approach to impact investing can help to provide the best of both worlds.

Commentary

Tax Planning in Difficult Markets: Creating Silver Linings When Clouds Are Gray

When markets are challenging, your clients look to you to help manage their expectations as well as their hard-earned money.

Commentary

What Steps Should DB Plan Sponsors Consider Taking Ahead of a Potential Recession?

Is a recession lurking around the corner in 2023? If so, how might it impact defined benefit (DB) plan sponsors—and what steps, if any, should they consider taking?

Commentary

Risk Transfer Potholes: How to Avoid Them or Brace for Impact

10 years have passed since the watershed year for pension risk transfer.

Commentary

Q4 Update: Powell Pivot Postponed

Central banks haven't finished tightening and the U.S. Treasury yield curve remains inverted.