When the Passive Index Is an Active Decision

Because of differences in passive indices, investors should understand how the one they choose will affect benchmarking.

SEC Division of Examinations Issues ESG Risk Alert

The Division issued the Risk Alert to 1) communicate its observations from past examinations and 2) address the Division’s areas of focus during upcoming examinations.

Equities Off to a Strong Start; Inflation Fears Haunt Bonds

U.S. equities outpaced global stocks in 1Q21. The 10-year U.S. Treasury yield hit its highest intraday yield in 15 months during the quarter.

2021—Starting Off with Gusto!

How the economy did in 1Q21, and the outlook ahead.

What We Found in Our Latest COVID-19 Survey of Investment Managers

The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.

The Story Behind Callan’s 2021 Capital Markets Assumptions

An explanation of Callan’s 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year’s projections.

Bloomberg Barclays Pricing Time Change and What It Means for Institutional Investors

Asset owners, investment managers, and other parties may experience discrepancies in reporting point-in-time pricing or performance as a result.

Why the Yield Curve Is Really Curving

As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.

DOL Announces It Won’t Enforce ESG, Proxy-Voting Rules

Both of the rules were published in the final months of the Trump administration.

What You Need to Know About the Net Zero Asset Managers Initiative

Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.