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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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Can Good Governance Impact Fundraising?

02.07.2019

Nonprofit institutions thrive on people donating their money without expecting a tangible product or service in return. What donors do expect is good board management. And yet, our recent Endowment and Foundation Survey reveals that many endowments and foundations—in one way or another—have significant room for improvement in governance practices.

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easy, breezy, RFPeasy (Webinar Recording)

08.23.2018

Sit back, relax, and listen to our thoughts on conducting a foolproof retirement plan advisor RFP. For this webinar, CAPTRUST leadership cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.

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The 401(k) at 40

01.03.2019

CAPTRUST Managing Director and Defined Contribution Practice Leader Scott Matheson outlines our predictions for plan sponsors, participants, and the retirement industry in general in the new year. These predictions contain the accumulated insights of our business line leaders, financial advisors, and client-facing service associates as they look forward to 2019.

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Engaging Millennials at Work

09.28.2017

Millennials catch a lot of flak when it comes to their work habits and financial situations. Their reputation precedes them in some employers’ estimations. But understanding the forces that have shaped their professional and financial decisions—and what can be done to respond to them—can help employers create greater loyalty and engagement.

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Fiduciary Update | November 2018

11.20.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on retirement plans and student loan debt, legacy employer stock in light of the Dudenhoeffer standard, ERISA and bankruptcy, and recent developments in university retirement plan litigation.

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Fiduciary Update | August 2018

08.08.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as retirement summary plan descriptions, fiduciary liability in what is unsaid, liability for prior or subsequent fiduciaries’ actions, and recent fee litigation cases and settlements.

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Fiduciary Update | May 2018

05.15.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as the DOL striking down the conflict of interest rule, fiduciary process controls, and employer life insurance litigation.

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Fiduciary Update | February 2018

02.21.2018

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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October 2018 CAPTRUST Market Update

10.19.2018

In this quarter's video market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, taxes, mid-term elections, interest rates, companies buying stock back, and other forces impacting the economy this past quarter.

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President Signs Executive Order on Retirement

09.04.2018

On Friday, August 31, President Trump signed the Executive Order on Strengthening Retirement Security in America, directing the Department of Labor (DOL) and the Treasury Department to consider regulations or guidance affecting three specific areas of retirement policy.

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July 2018 CAPTRUST Market Update

07.26.2018

In this market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, tariffs, international trade disputes, and other forces impacting the economy this past quarter.

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Out of Alignment?

07.12.2018

This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations. The survey results speak to a variety of topics, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, and fundraising.

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