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Active management Volatility Equity Client objective Climate Alternatives Private equity Quick Take
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From autopilot to active pilot: How investors can navigate the future
President Steve Klar explains why a broader set of tools may be required to maneuver through higher volatility, changes in market structure, and the explosion in investment data.
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By

Steve Klar

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Quick Take
2023-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Defined contribution (DC) Multi-asset Asset allocation Retirement Income Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Demystifying decumulation: A practical guide
Investors seeking a sound decumulation strategy must consider a host of variables, including risks that weren’t on the radar when they were accumulating assets. Members of our Investment Strategy team consider the interaction between portfolio withdrawals and specific characteristics of the portfolio’s realized return. They also offer thoughts on successful decumulation strategies, focusing on portfolio construction, process design, and implementation.
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Article
2023-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Volatility Utilities Capital preservation Equity Energy Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mitigating drawdowns with listed infrastructure
As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.
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By

Ken Baumgartner, CFA

Tom Levering

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Article
2023-02-28
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