Prioritizing Outcomes and Setting a Plan

March 29, 2019

As investors become increasingly focused on outcomes, portfolio managers are tasked with developing strategies to manage the portfolio toward those outcomes, prioritize multiple objectives, and incorporate a range of constraints and multi-period challenges into the plan.

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Insurers Look Beyond the Fixed Income Horizon for Yield

March 29, 2019

Fixed income still commands the lion’s share of asset allocation for insurance companies, but after a decade of historically low interest rates and rich valuations, insurers are searching for incremental returns. That task may lead them afield into new territories, especially on the private and alternatives side. “Everyone’s thinking, if there’s no clear opportunity, what is my best relative option? Where am I best served to put money to work as I seek to find that return without disproportionately increasing risk?” asks Peter Miller, Insurance Research Strategist at Invesco.

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Washington Insights – Spring 2019

March 22, 2019 | Jon Vogler

A new report from the Government Accountability Office (GAO) calls on federal regulators to clarify the rules regarding the transfers of unclaimed savings from employer-based 401(k) plans to the states.

In this edition of Washington Insights, we explore the findings and recommendations in the GAO report, as well as the unexpected manner in which accounts may be considered to be “abandoned” for purposes of some state laws on “escheatment” (i.e., forfeiture).

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Effective Risk Modeling for Private Markets

Feb. 10, 2019

Assets can be effectively allocated by carefully developing proxies based on specific circumstances and requirements.

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Optimizing for Growth and Income in Private Markets

Jan. 23, 2019

There’s more than a little nuance to the dynamics of the non-public investment sphere

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