Research

SECURE 2.0: Five Key Provisions for 2024 It’s been about nine months since Congress passed a handful of laws, collectively referred to as SECURE 2.0. SECURE 2.0 contained over 90…

Watch Your Step! Avoid These 10 Common Investor Pitfalls Following a difficult 2022, the vast majority of fixed income and equity asset classes find themselves in positive territory on a…

The Artificial Intelligence Revolution is Here Where Should Investors Begin? Google CEO Sundar Pichai recently described the impact of artificial intelligence (AI) as “more profound than fire or electricity,” which…

Key Observations Hedge funds shined in 2022 when both equities and fixed income markets experienced sharp declines. Diversification across various hedge fund managers and strategy types continues to be a…

A look back on the target date landscape in 2022 April 2023 Key Observations • Target date offerings continued to garner the lion’s share of defined contribution assets and are…

Research Paper Private Markets Annual Update A look into how the year in private markets unfolded and thoughts for a successful 2023 April 2023 Introduction For many, 2022 was a…

March 2023 The recent events surrounding the failure of Silicon Valley Bank and Signature Bank, combined with the volatility in stock prices of other financial institutions, serve as stark reminders…

Click here to view Q4 Asset Class Summaries 

Key Takeaways – Opportunity Set and Diversification The opportunity outside the U.S. is much larger and foreign countries account for the vast majority of global GDP Correlations are elevated, but…