During and after the market crash of this year’s first quarter, retail traders flocked to the various commission-free online brokerages in droves. These traders began…
The vast majority of investors (82 per cent) are satisfied with how their portfolios performed in the first half of 2020, despite some weak results…
The collapse in the equity markets has damaged capital accumulation plan retirement accounts. Governments need to level the playing field between defined benefit plans and…
The last decade of persistently low interest rates, exacerbated by the coronavirus crisis, has created challenges for institutional investors looking to generate income on their…
The novel coronavirus has introduced unprecedented volatility to financial markets and is taking its toll on pension plans. We’ve seen sharp corrections in most equity…
Stock picking with the right process and the right temperament works. And, contrary to popular claims, value investing is not dead. Those who claim it…
In a recent expert column, I broke down the different components of fees for defined contribution plans. And now, I will explore the key fee…
Defined contribution pension plan fees have long been an area of significant risk for pension fiduciaries. Typically, a DC plan sponsor will negotiate fees for…
Two questions seem to occupy pundits and popular media these days. One is why interest rates are negative and what this means. The other is…
The rush to alternative assets among institutional investors is well-documented. Within this movement, allocations to infrastructure are becoming common. The promise is attractive: returns in…
Investment management fees for certain asset classes have declined substantially, especially in sectors where managers have been under pressure from new competitors, cheaper alternative strategies…
A lot of ink has poured into the discussion of an inverted yield curve, and what it means, yet I am still unsure if people…
Outsourced chief investment officers, or OCIOs, are a service model where a pension plan sponsor or other institutional investor delegates certain decision-making responsibilities to a…