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Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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Rising Interest Rates

Monday, April 02, 2018

After more than a generation of declining U.S. interest rates plan sponsors are once again facing the risks and opportunities posed by rising interest rates. Understanding changes in the current interest rate environment and how those changes could impact retirement plan investment options can help plan sponsors evaluate their current investment lineups.

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What Exactly Is ESG Investing?

Friday, March 16, 2018

Environmental, social, and governance (ESG) investing has become increasingly popular as an investing methodology for endowments, foundations, and large pension plans. In this article, we cover ESG criteria, strategies, and challenges investors encounter when using ESG factors to align portfolio investments.

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Rising Interest Rates

Thursday, March 08, 2018

In a recent webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood presented their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Fiduciary Update | February 2018

Wednesday, February 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.

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Reader Q&A

Tuesday, February 06, 2018

The Tax Cuts and Jobs Act that President Trump signed into law in late December is the largest change to the tax code in 30 years. This Reader Q&A focuses exclusively on the Tax Cuts and Jobs Act’s impact on the economy, the stock market, and your personal tax situation.

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