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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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Understanding Volatility

Thursday, March 14, 2019

In this video, CAPTRUST’s Brandon Aber discusses how the markets work and how volatility impacts an investor’s portfolio. Specifically, he covers short-term market behavior and long-term market behavior, as well as how those markets are dictated.

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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.

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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.

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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.

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401(k) Plans

Monday, February 11, 2019

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans.

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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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