Report finds only 47% of consumers receive appropriate advice on defined benefit transfers.

Caissa offers a blueprint for selecting the right technology for your organization

$213.7 billion fund owns shares in at least three public firms that make and sell guns and ammunition.

Law firms are willing to pay investors triple-digit returns.

For corporate DB plans, return-seeking assets are often synonymous with traditional equities. That’s fine if market conditions are just right, but it leaves plans vulnerable in many environments. We think the solution is to diversify return-seeking allocations with assets that may perform well in a variety of conditions.

“Instrumental in developing the co-investment program where he has completed several co-investments with high-quality general partners and has been actively involved with the private markets team.”