Tag: fiduciary duty

Risk June 29, 2020

Pension Fund Sues Facebook Over Timing of Stock Buybacks

Lawsuit questions whether buybacks were designed to boost stock sales by Mark Zuckerberg and other insiders.

Regulation May 4, 2020

Judge Dismisses Trader Joe’s ERISA Lawsuit

Court ruling shoots down five allegations of breach of fiduciary duty.

Regulation January 9, 2020

Investment Advisors, Fintech Innovations Top SEC’s Priorities for 2020

Commission will also pay close attention to market infrastructure, seniors saving for retirement, and information securities.

Regulation January 7, 2020

Trader Joe’s Retirement System Hit with Lawsuit Alleging ERISA Breaches

Ex-participants of the popular food chain’s retirement plan bring allegations of ’dramatic’ pains.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.