Menu

Resources

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

Advanced Filter

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

America First?

Thursday, April 27, 2017

Synchronized global expansion continued this quarter, leading markets higher and pushing U.S. stocks toward expensive territory. In this Investment Strategy, CAPTRUST’s David Hood discusses the market impact of fiscal and foreign policy infighting in the wake of this year’s presidential inauguration, as well as the implications of the forthcoming election in France.

Read More

America First?

Thursday, April 27, 2017

Synchronized global expansion continued this quarter, leading markets higher and pushing U.S. stocks toward expensive territory. In this Investment Strategy, CAPTRUST’s David Hood discusses the market impact of fiscal and foreign policy infighting in the wake of this year’s presidential inauguration, as well as the implications of the forthcoming election in France.

Read More

Need Help Navigating Investment Responsibilities?

Friday, April 21, 2017

At CAPTRUST, we believe that a well-constructed investment lineup with ongoing oversight is a critically important part of managing a defined contribution plan. Some plan sponsors may feel they have the knowledge and expertise to select and monitor plan investments on their own or with limited assistance from a fiduciary — and may be comfortable with the associated liability. Others, either uncomfortable making investment decisions or interested in outsourcing the work or liability, may be best served by hiring a 3(38) investment manager. Regardless of the approach, we welcome the opportunity to help plan sponsors discharge their duties with the care, skill, prudence, and diligence required under ERISA.

Read More

DOL Finalizes Fiduciary Rule Extension

Wednesday, April 05, 2017

On April 4, the DOL filed the much-anticipated final rule outlining the 60-day extension of the applicability date of the conflict of interest rule—otherwise known as the fiduciary rule. The rule and accompanying prohibited transaction exemptions (PTEs) will now be applicable on June 9, 2017 with certain provisions applicable on January 1, 2018.

Read More

Addressing Financial Stress in the Workplace

Tuesday, March 28, 2017

Companies have long realized the value of having healthy employees, and programs aimed at increasing wellness have morphed from fad recruiting tool to must-have corporate offering. However, a key aspect of employee wellbeing has been largely overlooked. Financial wellness is the new frontier—a key workplace trend—in getting employees as “fit” as possible.

Read More

Fiduciary Rule Delayed—but Not as Long as Expected

Thursday, March 02, 2017

The Department of Labor (DOL) has announced a 60-day delay of the applicability date for its conflict of interest rule and the accompanying exemptions. The purpose of the delay is to allow the DOL to comply with the presidential memorandum dated February 3, 2017.

Read More