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Demystifying the role of machine intelligence in stock selection.
While the phenomenon may seem contained to a handful of stocks, we believe there are broader ramifications for active managers to navigate.
Special needs planning is an emerging issue expected to become critical in the future; today, plan advisors have an opportunity to take the lead in addressing this concern with their clients.
In markets like what we have experienced this year, “stay the course” is easier said than done.
Use of target date funds (TDFs) has risen significantly since 2016; nearly six in ten plans now include TDFs.
Anchoring portfolios to the past will not help navigate the path ahead—investors need a new blueprint for fixed income.
Sponsors are behind the curve in using risk-assessment tools to gauge the suitability of investments, and will need advisors to fill this gap.
Advisors believe plan sponsors need more help than sponsors say they do, though sponsors’ views have evolved since 2016.
Losses from large drawdowns are hard to recoup. That is why we continue to favor a balanced approach to risk.
Sponsors don’t always recognize the services advisors provide, potentially leading to confusion about value for fees.
Drawdowns can have a more profound impact on portfolio growth than investors may realize.
Years of negative rates in the euro zone provide a clear example of their unintended consequences.
What sponsors value most corresponds closely to what they most want: support for investment, communication and fiduciary issues.