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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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I Bring the News But "Made Not the Match"

Wednesday, January 30, 2013

Grant Verhaeghe, head of CAPTRUST’s Asset Liability practice, looks at the potentially negative implications for defined benefit pension plan sponsors following U.S. Generally Accepted Accounting Principles (U.S. GAAP) of subdued capital market expectations going forward for the next five to seven years. He outlines challenges plan sponsors may encounter as they select an appropriate expected long-term rate of return on plan assets (EROA) that reflects realistic potential earnings over the life of their projected benefit obligation.

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Don't Discount the Importance of Using the Right Rate

Wednesday, January 30, 2013

On the heels of the Moving Ahead for Progress in the 21st Century Act (MAP-21), many defined benefit plan sponsors are seeking meaningful ways to better understand their plans' funding status. CAPTRUST's James Stenstrom provides a primer on the range of discount rates relevant to defined benefit plan sponsors as they consider their plans' contribution rates and funding status.

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Sound Bites

Wednesday, January 30, 2013

CAPTRUST Chief Investment Officer Eric Freedman provides an informed and entertaining perspective on the latest developments in the global capital markets. Ranging from U.S. politics to global central bank policy to the global economy, he explains the likely impact of current events on investors' market expectations, portfolio construction, asset allocation, and portfolio returns.

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Enforcement Initiatives: Whats Ahead From the IRS and DOL and How You Can Prepare

Tuesday, January 29, 2013

CAPTRUST's Scott Matheson and Phyllis Klein discuss DOL and IRS compliance enforcement initiatives that plan sponsors should understand to best position their plans faced with compliance enforcement activities. The article lists common compliance errors as well as resources to help sponsors follow sound procedures for documenting and monitoring their actions.

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Q4 2012 Wealth Market Commentary

Monday, January 21, 2013

While asset classes posted strong fourth quarter figures, investors continue to wait for more policy maker and central bank direction amid a reactionary investment environment. With the holiday season in the rearview mirror, investors started 2013 with a familiar assortment of considerations. Economic growth appears to be stabilizing and even growing in certain regions, with favorable macroeconomic data emanating from China, the U.S. housing market, parts of Europe, and Japan.

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Q4 2012 Institutional Market Commentary

Monday, January 21, 2013

While asset classes posted strong fourth quarter figures, investors continue to wait for more policy maker and central bank direction amidst a reactionary investment environment. With the holiday season in the rearview mirror, investors started 2013 with a familiar assortment of considerations. Economic growth appears to be stabilizing and even growing in certain regions, with favorable macroeconomic data emanating from China, the U.S. housing market, parts of Europe, and Japan.

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