| September 2016 | |
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Applying a Consistency Lens™ to Fund Evaluation |
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Beyond the overall planning essentials, a personal retirement solution must also confront the many uncertainties investors face and the market volatility that can often prompt suboptimal behavior. This whitepaper provides insight into Voya Investment Management’s latest research including their proprietary Consistency Lens™ methodology, a unique application of six results-based factors that help to evaluate funds for consistency.
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| September 2016 | |
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Unearthing Opportunities in Metals and Mining. Thoughts and Bonds™: Macro Views from the Janus Fundamental Fixed Income Team |
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Slowing global growth, deteriorating balance sheets and U.S. dollar strength have manifested in volatility for the metals and mining sector this year. While investors in search of yield have piled into the sector of late, the Janus Fundamental Fixed Income team’s long-term view is that there will be a continued struggle with oversupply in the face of sluggish growth and a looming demand curtailment from China. Learn more in our quarterly outlook. |
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| September 2016 | |
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The Sharing Economy |
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The rapid rise to prominence of ‘disruptive’ companies such as Airbnb emphasizes the importance of identifying sectors and companies at risk of similar disruptions. Solange Le Jeune, analyst on the Schroders ESG Team, lays out her views on vulnerable industries and the opportunities that may arise.
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| September 2016 | |
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Personal Responsibility, Public Trust:
2016 Natixis Global Retirement Index
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The U.S. ranked 14th for retirement, while Norway was #1 in the 2016 Natixis Global Retirement Index. This annual research evaluates economic, social, and policy factors shaping the quality of retirement in 43 countries around the world. Best practices in retirement policy are highlighted.
1565267.1.1
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| September 2016 | |
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Are investors looking in the right places for higher returns? |
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Clients will often begin the investment plan construction phase with a desired return objective in mind, but the problem is that their expectations can be inflated by what they see or read in the media. Some clients might even be in a rush to skip building a comprehensive plan altogether and to fill their portfolios with investments sporting attractive recent returns.
These clients might be surprised to find that the return necessary to achieve their long-term goals is meaningfully less than their desired return, creating opportunities to build more diversified, less volatile portfolios. This research paper focuses on helping clients understand their required returns and the potential benefits of using the required return to build a long-term investment plan.
Use this paper to:
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