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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Out of Alignment?

Thursday, July 12, 2018

This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations across the U.S. The survey results speak to a variety of topics important to nonprofits, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, fundraising, and the ways nonprofit endowment and foundation organizations are addressing these issues.

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January 2018 CAPTRUST Market Update

Tuesday, February 06, 2018

In this video, CAPTRUST Chief Investment Officer Kevin Barry discusses the Tax Cuts and Jobs Act, and its impact on both individuals and corporations.

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A Crystal Ball and a Compass

Thursday, December 29, 2016

It’s that time of year again, when we look into the crystal ball for what lies ahead in the new year for retirement plans. In this article, CAPTRUST practice leaders cover four main themes—like the directions on the face of a compass: DOL’s Conflict of Interest Rule, the rise of litigation, the economic environment, and future policy direction.

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