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Articles by author

Jed Petty CFA
Director of DC Strategies

W_lock Short duration bonds: Worth a look by defined contribution plans

With limited interest-rate risk and a focus on high-quality, liquid investments, short duration bond funds may be suitable as a capital-preservation menu option for DC plans. Although the NAVs of these funds... Read More

W_lock Diversified research strategies: An active equity approach for DC plans

With a goal of delivering attractive risk-adjusted returns over time, our Research Equity strategies can help plan sponsors meet fiduciary duties and offer participants exposure to institutional-quality active... Read More

Jun 2015
Portfolio policy

W_lock From supplementary savings to primary plan: Rethinking the defined contribution...

Our director of DC strategies offers a path for improving participant outcomes, including best practices in four key areas of plan design. Read More