Tag: performance

Volatility Is Not a Bad Word

Making sure plan participants understand the positive aspects of volatility can help them avoid poor trading decisions during periods of negative returns.

Providers Look to End the ESG Performance Debate

According to Mike Hunstad at NTAM, it may take some time for the retirement industry in the U.S. to fully embrace ESG as a positive-performance factor, but he says it’s already a best practice to think about ESG from a risk-management perspective.

As Volatility Returned, Endowment Index Lost Ground in 2018

The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy” or who “otherwise incorporate alternative investments within a comprehensive asset allocation.”

Labor Shortage Among Developed Market Headwinds

J.P. Morgan anticipates labor supply constraints in developed countries starting in the next decade; while global growth expectations are modestly good, the firm urges policymakers to consider the importance of immigration when it comes to fueling future growth.