Perspectives on industry challenges and opportunities, covering current developments, emerging trends, and future outlooks.
March 2025
Evaluating an Asset Manager - A Comprehensive Approach 
Selecting an asset manager is a critical decision that requires careful analysis beyond just past performance. While historical returns may provide some insight, they are not always a reliable predictor of future success. Instead, a thorough evaluation should encompass multiple dimensions of a manager’s capabilities and approach.
March 2025
Beyond Traditional Assets: Modernizing Defined Contribution Plans
As the investment landscape continues to evolve, so too must our approach to retirement savings. Defined contribution plans should no longer be limited to a rigid mix of stocks and bonds. By incorporating alternative investments, plan sponsors can help participants achieve better diversification, higher returns, and improved financial security in retirement.
February 2025
Growth Worries Surface
February saw U.S. markets decline amid economic concerns and geopolitical tensions, while European and Asian markets fared better. The report offers key insights on market trends, inflation worries, and shifts in private investments, providing a crucial outlook for investors.