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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Fiduciary Update | May 2015

Friday, April 17, 2015

In this quarter's Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle highlights several important court cases with ERISA retirement plan implications--Including plan fee and employer stock cases--plus recent regulatory developments.

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Global Central Banks

Friday, April 17, 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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DOL Reissues Proposed Fiduciary Rule

Wednesday, April 15, 2015

On April 14, 2015, the Department of Labor reissued a proposed rule that would update the definition of “fiduciary” under ERISA for parties giving investment advice to employee benefit plans, their participants, or beneficiaries.

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Striking the Limit

Tuesday, April 07, 2015

Plan sponsors may not be aware of the retirement readiness gap facing well-paid, key managers who are not top executives. Despite their relative affluence, these individuals are unlikely to be able to save enough for a comfortable retirement.

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Change Management

Monday, April 06, 2015

The path from the 403(b) plan of yesterday to a modern retirement benefit program is complex. This article applies a change management framework to guide plan sponsors through understanding the drivers of change for higher education retirement plans.

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Q1 2015 Wealth Market Commentary

Tuesday, March 31, 2015

Following 2014’s strong gains across domestic asset classes while international asset classes lagged, 2015 begins with the opposite effect. The U.S. stock and bond markets delivered positive total returns in this year’s first quarter. The U.S. stock-focused S&P 500 gained 1 percent and the Barclays Capital Aggregate Bond Index rose 1.6 percent. International developed stocks (as measured by the MSCI EAFE Index) rallied 5 percent through March, following a 4.5 percent decline in 2014. Emerging market stocks rose 2.3 percent in the first quarter, shrugging off last year’s 1.8 percent loss. Public real estate followed up a stellar 2014 with the MSCI U.S. REIT Index closing up 4.8 percent in the first quarter. Commodities continued their downward slide, dropping almost 6 percent during the first quarter.

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