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Archives: Blog

October 30, 2020
The Private Equity Playbook: Playing Offense
Investors should maintain strong oversight of the in-place private equity program, particularly after periods of disruption
October 29, 2020
IRS Announces Updated Retirement Plan Limits for 2021
The IRS announced the updated retirement plan limits for 2021.
October 21, 2020
Macroeconomic Alphabet Soup: V, W, L, U, or K?
While certain sectors of the economy have rebounded more quickly than expected, the trajectory of the recovery is still unclear.
October 21, 2020
Equities Stage Big Rebound, While Bonds See Small Gains; Real Assets Mixed
October 5, 2020
Survey: ESG Incorporation Nearly Doubles in 5 Years; Those Considering It Jumps
A third of respondents not yet incorporating ESG were considering doing so, the highest in the survey’s history and nearly triple the level in 2019.
October 5, 2020
Skin in the Game: How New Risk-Retention Rules Affect the CMBS Market
Prior to the Global Financial Crisis, issuers of commercial mortgage-backed securities (CMBS) passed 100% of the risk to bondholders. After the GFC, the Dodd-Frank Act instituted new rules requiring that any institution securitizing a pool of commercial mortgages retain at least 5% of the bond...
September 24, 2020
Updated COVID-19 Survey: Most Managers’ Offices Closed, With Many Not Reopening Until 2021
Overall, managers were much less optimistic about the resumption of business as usual in September compared to our first survey in June.
September 8, 2020
DOL Proposes Tightened Proxy Voting Guidelines
The department’s new proposal dovetails with SEC guidance finalized in 2020 and would create a refined set of circumstances in which plan fiduciaries may engage in proxy voting.
September 4, 2020
How ESG-Minded Investors Can Help Address the Affordable Housing Crisis
Institutional investors with a focus on environmental, social, and governance (ESG) investing can help address the housing crisis through investment opportunities in both the public and private markets...
August 17, 2020
Beta First, Alpha Second
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