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.

April 2018 CAPTRUST Market Update

Tuesday, April 24, 2018

In this video, CAPTRUST Chief Investment Officer Kevin Barry discusses the impact of mid-term elections, tariffs, and other hot news items on the capital markets.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More