Explore research driven analysis of evolving market themes.
November 28, 2018
Projections of larger tax refunds this year could mean an increase in contributions to retirement savings.
How company diversity can help performance
The potential to improve work performance is perhaps the most intriguing and least understood argument for diversity — and worth examining in more depth.
Use wellness to gain wealth
New research found that a worker who focuses on wellness may save nearly $100,000 more for retirement than someone who does not manage their health well.
October stock market volatility may signal a shift
Recent stock market volatility reflects a process of pricing in the fact that the global growth outlook has diverged.
Calibrate equity allocations with higher savings rates
Evidence of higher savings rates by plan participants make it reasonable to consider lower equity allocations across the glide path of target-date funds.
How to plan more rationally for longevity risk
Longevity risk — the possibility outliving one's money in retirement — is a genuine risk, but data suggests that many people overestimate its likelihood.
Retirement savings receive attention on Capitol Hill
A number of bills to reform retirement savings are alive in the U.S. Congress this year.
Shaping the curve in glide path design
In designing an optimal glide path for a target date fund, it is critical to focus on portfolio size, investor time horizon, and volatility.
Putting savers at the center of retirement plans
In the past decade, investors have poured significant assets into target date funds, but savings in retirement vintages have been shrinking.
Key risks to consider in glide path design
Sequence risk is the key risk that target-date investment managers need to address along the glide path.
Sustainable investing: Assessing the choices
Sustainable investing is growing in popularity, and investors should be thoughtful about choosing from a range of strategies and portfolios.
HSAs may help workers save more for retirement
Workers saving in both health savings accounts (HSAs) and 401(k) plans tend to save more in their 401(k).
Are international stocks truly cheap?
On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.
Health savings accounts could add to retirement wealth
Educate employees about the advantages of a health savings accounts as a way to build flexible long-term assets.
Just how cheap are European equities?
Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.
Are millennials with HSAs thinking about retirement?
More millennials may contribute to health savings accounts in recent years, but they may not be aware of the potential to save for retirement.
Looking for impact in CEO compensation
It’s important for investors to be able to understand how a company’s performance relates to CEO compensation.
Longevity and medical costs – education for the great unknowns
Understanding the impact of longevity and medical costs on savings requires education and a proactive approach to saving.
Avoiding retirement savings shortfalls requires a team effort
Plan features, employer match, deferral rates, and investor education all work together to help participants avoid retirement savings shortfalls.
Using and enhancing ESG investment data
ESG data is having investment impact but is still evolving, and stands to benefit from feedback offered by fundamental analysts.
What motivates millennials to save for retirement?
Recent surveys offer clues about retirement plan features and investment options that might motivate millennials to save more.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.