April 01, 2014
A variety of factors have heightened interest in liability-driven investing (LDI) as an alternative to traditional asset maximization; however, plan sponsors must weigh a variety of complex factors when adopting or extending LDI.
Nightly Business Report |
July 25, 2013
The Journal of Investing |
March 30, 2013
Robert Maynard, Chief Investment Officer for the Public Employee Retirement System of Idaho and Brandes Institute Advisory Board member, cautions investors who are thinking about abandoning traditional investment plans for more opportunistic strategies.
The Moneylife Show |
December 12, 2012
Chuck Jaffe senior columnist for MarketWatch talks value stocks with Brandes Institute Analyst Nick Erickson.
The Wall Street Journal |
June 01, 2012
NCPERS (www.ncpers.org) has featured the Manager Challenge at its annual conference for the past seven years. The event has been a popular way for attendees to test and sharpen their manager selection and monitoring skills in a competitive and fun interactive simulation. In 2012, the event in New York was covered by The Wall Street Journal.
May 22, 2012
Charles Brandes and Institute Board member Kim Shannon participate in a panel discussion on the future of active and passive investing. Joined by a panelist from passive investing giant Black Rock, participants share insights on what separates active and passive strategies, opportunities in the market and how the two strategies can be effectively used together.
Investment News |
February 12, 2012
Examines how annuities can help address longevity risk and how new federal regulations may improve the payout options for longevity insurance. The article also cites Institute research that advocates for maintaining a higher allocation to equities in retirement.
U.S. News and World Report |
February 10, 2012
Identifies the six core questions retirees and those who are approaching retirement should ask themselves about whether a conventional approach to investing in retirement is right for them.
Financial Advisor |
February 08, 2012
Should retirees consider alternative strategies to fund their retirement? Given low returns for bonds, can alternative strategies and a higher allocation to equities help keep retirees from running out of money?
The Wall Street Journal, October 29, 2011, “ |
October 29, 2011
Could the shrinking profits for growth stocks indicate a shift in the type of stocks that outperform?