A flattening of the U.S. Treasury yield curve at the long end–where long-term interest rates decline at a faster clip than short-term rates–could pose a bigger risk to DB plans, according to our research.
The $20 billion club doesn’t follow industry trends – they set them. Gathering and understanding the policy and strategy trends among these 20 jumbo-sized sponsors helps us not only observe current trends, but also provides us with a glimpse into where the industry may be headed.
Well-aware of the success of larger organizations in implementing the endowment model, some smaller organizations have attempted to use it as well–many times with disappointing results. We examine why that’s often the case.
We have a key belief about saving for retirement: The potential for additional upside is not worth an outsized risk of devastating downside. Case in point: The recent Reuters Special Report on the riskiness of Fidelity Investments’ target date series…
We’ve developed a new way to measure a company’s ESG (environmental, social and governance) score. Our research suggests that these material ESG scores can potentially provide more insight than traditional ESG scores.