Tag: Performance

The Best Case for ESG Under ERISA Is Long-Term

According to Michael Hunstad, head of quantitative strategies at NTAM, it is undeniable in 2019 that ESG issues are material to financial performance; more debatable is the best way to leverage ESG themes in institutional portfolios.

Helping Participants Brace for Market Volatility

The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.

When HR and Finance Get Together, DC Plan Results Follow

According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework for frank and practical discussions between the HR and finance functions.”

Bull and Bear Market Fundamentals for Participants

All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving.