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.

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.

Read More

Engaging Millennials at Work

Thursday, September 28, 2017

Millennials catch a lot of flak when it comes to their work habits and financial situations. Their reputation precedes them in some employers’ estimations. But understanding the forces that have shaped their professional and financial decisions—and what can be done to respond to them—can help employers create greater loyalty and engagement.

Read More

The Surprising Benefits of a 3(38) Fiduciary

Thursday, June 29, 2017

Investment advisors have long assumed the role of 3(38) investment manager for pension plans. But increasingly, these services are being extended to defined contribution plans too. Time savings, risk transfer, and an interest in creating better outcomes are among the factors driving defined contribution plan demand for 3(38) investment managers.

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 recruiting tool to must-have corporate offering. However, a key aspect of employee wellbeing has been overlooked—financial wellness.

Read More

Mixing Up the Puzzle Pieces

Friday, July 01, 2016

This DOL’s redefinition of who is an ERISA fiduciary is the farthest-reaching piece of retirement regulation promulgated in more than 40 years. The fiduciary rule will result in more parties labeled as fiduciaries, more actions qualifying as fiduciary activities, and more investors benefiting from ERISA’s protections. Although we don’t know how all the details will shake out, we do want to share what we know at this point.

Read More

Private Foundation Governance

Tuesday, May 24, 2016

The Uniform Prudent Management of Institutional Funds Act suggests that charitable organizations must find an appropriate balance between investment returns and spending to fulfill their charitable intent. With board and committee membership in constant rotation and limited resources, how do you balance spending with the need for long-term sustainability of assets to support a philanthropic mission? One word sums up this question’s answer: Governance.

Read More