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

Advanced Filter

Browse the research publications below or narrow your search by using the filters and search box above.

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.

Read More

Driving Financial Wellness at Work - Webinar Recording

Wednesday, March 13, 2019

Personal financial challenges have a meaningful impact on overall employee performance and can lead to employee absenteeism, lost productivity, and health issues. Despite their popularity, many plan sponsors are still struggling with obstacles around offering a wellness program.

Read More

First Comes Spending, Then Come Investments—or Is It Vice Versa?

Thursday, February 28, 2019

Successfully fulfilling the mission of a nonprofit depends on careful control and planning around both spending policy and investment strategy. However, our recent Endowment and Foundation Survey reveals that a surprising percentage of endowments and foundations don’t have an established spending policy available to key decision makers.

Read More

Fiduciary Update | February 2019

Monday, February 11, 2019

In this quarter’s Fiduciary Update, CAPTRUST’s 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.

Read More

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.

Read More

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.

Read More