Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.
01.28.2019
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.
01.22.2019
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.
02.11.2019
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.
02.07.2019
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.
10.04.2018
This webinar offers a deep dive into the fiduciary best practices for Church-sponsored retirement plans. Using ERISA’s fiduciary requirements as a guidepost, our panel of subject matter experts discusses how to apply fiduciary best practices to Church retirement plans.
08.23.2018
Sit back, relax, and listen to our thoughts on conducting a foolproof retirement plan advisor RFP. For this webinar, CAPTRUST leadership cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.
01.03.2019
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.
09.28.2017
Millennials catch a lot of flak when it comes to their work habits and financial situations. Their reputation precedes them in some employers’ estimations. But understanding the forces that have shaped their professional and financial decisions—and what can be done to respond to them—can help employers create greater loyalty and engagement.
11.20.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on retirement plans and student loan debt, legacy employer stock in light of the Dudenhoeffer standard, ERISA and bankruptcy, and recent developments in university retirement plan litigation.
08.08.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as retirement summary plan descriptions, fiduciary liability in what is unsaid, liability for prior or subsequent fiduciaries’ actions, and recent fee litigation cases and settlements.
05.15.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as the DOL striking down the conflict of interest rule, fiduciary process controls, and employer life insurance litigation.
02.21.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as lost participants, the delay of the fiduciary rule, and other fee related litigation.
10.19.2018
In this quarter's video market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, taxes, mid-term elections, interest rates, companies buying stock back, and other forces impacting the economy this past quarter.
09.04.2018
On Friday, August 31, President Trump signed the Executive Order on Strengthening Retirement Security in America, directing the Department of Labor (DOL) and the Treasury Department to consider regulations or guidance affecting three specific areas of retirement policy.
07.26.2018
In this market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, tariffs, international trade disputes, and other forces impacting the economy this past quarter.
07.12.2018
This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations. The survey results speak to a variety of topics, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, and fundraising.