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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.

Browse the research publications below or narrow your search by using the filters and search box above.

Investment Strategy | The Big Choice

Tuesday, July 28, 2015

CIO Eric Freedman provides an informed perspective on the latest developments in the global capital markets. Ranging from U.S. politics to central bank policy to the economy, he explains the likely impact of current events on investors' market expectations, portfolio construction, asset allocation, and portfolio returns.

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Fiduciary Update | July 2015

Tuesday, July 21, 2015

In this quarter's Fiduciary Update, CAPTRUST's Drew McCorkle highlights several important court cases with ERISA retirement plan implications, including Tibble v. Edison and ABB v. Tussey, plus a few recent legal and regulatory developments.

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The Big Choice

Tuesday, July 21, 2015

CIO Eric Freedman provides an informed perspective on the latest developments in the global capital markets. Ranging from U.S. politics to central bank policy to the economy, he explains the likely impact of current events on investors' market expectations, portfolio construction, asset allocation, and portfolio returns.

Read More

Millennials Coming of Age in the Workforce

Monday, July 06, 2015

Brian Perkins focuses on Millennials and their influence on how employers may think about plan design, communication, and participant engagement. He describes ways employers may be able to use retirement programs to strengthen bonds with their Millennial workers.

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Greece - Drama or Tragedy? Part 2

Sunday, July 05, 2015

News flow continues this weekend following a Greek referendum on financial bailout terms for the indebted country, with Greek voters rejecting the latest aid package. In this Market Thoughts, we discuss key points to be aware of as we enter another week of headlines.

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Greece - Drama or Tragedy? Part 2

Sunday, July 05, 2015

News flow continues this weekend following a Greek referendum on financial bailout terms for the indebted country, with Greek voters rejecting the latest aid package. In this Market Thoughts, we discuss key points to be aware of as we enter another week of headlines.

Read More