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 | May 2019

Thursday, May 16, 2019

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides a look at what is trending for fee and investment performance cases. Also covered is the potential for a cascade of fee cases in the healthcare arena, along with a reminder to benefits departments about providing information to plan participants.

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Transparent Reputations and Nonprofit Organizations

Friday, April 26, 2019

Transparency matters for today’s charitable donor. About a third of Americans don’t trust charities to spend their funds well, and more than 60 percent of people globally don’t have faith that nonprofits can accomplish their missions.

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April 2019 CAPTRUST Market Update

Wednesday, April 24, 2019

While a lot of us have been hearing much about the inverted yield curve, many of us don’t fully understand it. According to CAPTRUST Chief Investment Officer Kevin Barry, it’s important to distinguish when an inverted yield curve signals a recession and when it doesn’t.

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The Inverted Yield Curve: Meaningful Signal, But Not an Omen

Wednesday, April 24, 2019

Our latest Investment Strategy article explores the event of an inverted yield curve. While an inverted yield curve does not always mean a near-term market selloff is ahead—it does signal that something significant may happen over the next year. Learn more about what we expect to see in the months ahead.

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Auto Alone Falls Short

Monday, April 01, 2019

Participant inertia, which can work both in favor of and against participants and plan sponsors, continues to dominate as a top headwind for the retirement industry. In fact, plan sponsors may even be lulling their participants into a false sense of security. Read on to find out how to make sure your participants are not asleep at the wheel on the road to retirement.

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