Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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Fiduciary Update | February 2019

Monday, February 11, 2019

In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle provides an update on topics such as fiduciary process controls and liability, affirming the Chevron fiduciaries' victory in a fees and investment performance lawsuit, and a few other recent developments stemming from cases of interest to ERISA-qualified retirement plan sponsors.

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Can Good Governance Impact Fundraising?

Thursday, February 07, 2019

Nonprofit institutions thrive on people donating their money without expecting a tangible product or service in return. What donors do expect is good board management. And yet, our recent Endowment and Foundation Survey reveals that many endowments and foundations—in one way or another—have significant room for improvement in governance practices.

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Driving with Feet on Both Pedals

Monday, January 28, 2019

Our latest Investment Strategy article explores the contributions of four policy environments—monetary, fiscal, regulatory, and trade—on recent market volatility. Let's consider each policy area and its impact on growth and stability in terms of stepping on the gas, coasting, or tapping the brakes of a car. Like pedals, these policy environments can—when unsynchronized—lead to a fitful ride.

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January 2019 CAPTRUST Market Update

Tuesday, January 22, 2019

CAPTRUST Chief Investment Officer Kevin Barry talks about the recent market volatility from late 2018 and if signs are pointing toward a recession. Barry reminds investors to have a long-term view and keep in mind that the stock market is not the economy and the economy is not the stock market. While the news headlines sound negative, there is good news underneath.

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The 401(k) at 40

Thursday, January 03, 2019

CAPTRUST Managing Director and Defined Contribution Practice Leader Scott Matheson outlines our predictions for plan sponsors, participants, and the retirement industry in general in the new year. These predictions contain the accumulated insights of our business line leaders, financial advisors, and client-facing service associates as they look forward to 2019.

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The Nonprofit Market Has Spoken (Webinar Recording)

Wednesday, December 12, 2018

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please watch CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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