Capital Market Update

A well-constructed lineup of funds should provide an adequate degree of diversification within and among alternative asset classes. Our Capital Market Update is designed to address the vast majority of asset classes represented in a broad cross section of corporate retirement programs. Reviewing fund performance in consideration of the various components of the capital markets should prove to be of valuable assistance in analyzing your available funds, identifying potential opportunities for enhancement, and fulfilling a plan sponsor's due diligence obligations.

2016 Quarter 3 Market Review

2019 Quarter 3 Market Review

View our most recent market review.