Kweku Obed, CFA, CAIA
In this latest Marquette Defined Contribution paper, we build on the similar themes of governance and evolving best practices by emphasizing that positive challenges lie ahead for trusted stewards of defined contribution plan assets; particularly, as defined contribution assets continue to grow, new types of DC plans emerge, best practices evolve, and an increasingly diverse population is gaining access to defined contribution plans. Consequently, those of us that are entrusted as fiduciaries have a great opportunity to place segments of our country’s workforce on a steadier path towards retirement readiness.
On June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…
The onset of the global pandemic caused by COVID-19 has created substantial stress in the financial markets and the broader…
Year-to-date, bank loans and high yield bonds have been subject to a variety of market forces similar between the two…
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