Active vs Passive Fixed Income
Active managers within the fixed income space have consistently demonstrated the ability to generate additional alpha over their passive counterparts. The oversimplified construction of passive fixed income indexes and the ability to both actively manage around prominent fixed income risk factors and tactically alter their portfolios to global macroeconomic events all support the case for active management.
Benefits of Using an Independent Consultant
An independent, objective and experienced consultant can lead an institution through the evaluation and selection of an OCIO provider. This paper discusses the benefits of hiring someone to assist your institution with this important, but complex process.
The Case for Flexibility in a Changing World
In 2019, the value proposition of global equity solutions is greater than ever. Large companies are becoming increasingly globalized, the global opportunity set has broadened for investment managers, and the flexibility of a global mandate presents potentially better return generation and risk mitigation opportunities for active managers.
Practical Keys to Finding the Right Provider
Good construction of an RFP or RFI involves asking not only good questions, but in the appropriate quantity. In addition, it’s important to consider how many people should be involved in the evaluation & whom. This paper discusses some practical applications of making the OCIO search and review process work more efficiently.
Employees who are either joining or leaving your organization may seek your guidance on challenging decisions related to their benefits. One question you may receive from both new and departing employees is “What should I do with my existing retirement plan balance”? Before you start, keep in mind that we strongly recommend providing education only, and not financial advice.