Opinion

  1. Beyond the gateway: Investment considerations for secondary cities

    trueIn recent years, direct investment in commercial real estate has been heavily concentrated in a few cities, but as foreign investors push up prices in these “gateway” cities, many veteran investors looked to secondary cities, as well as some smaller markets with good growth prospects.

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  1. FATCA's good, bad, ugly choices

    trueJuly 1 this year marks the dawn of the FATCA new world order. Giving the U.S. Internal Revenue Service unprecedented extraterritorial powers to gather information on foreign financial institutions and their underlying account holders, the Foreign Account Tax Compliance Act represents the U.S. ...

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  2. Outlook for Treasury inflation-protected securities

    trueWhile this might seem like a non-intuitive point, after exploring the mechanics of TIPS, it should become clear that the asset class may experience headwinds.

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  3. Farmland investing in California: Withstanding a historic drought

    trueCalifornia is the nation's most productive agricultural state and is home to a $35 billion agricultural industry. It is also bone dry.

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  4. If your CEO asks about retirement readiness, will you have an answer?

    trueImagine your CEO is upset because he was just told that large numbers of older workers are delaying their retirements. He wants to know not only why this is occurring, but also why he and the chief financial officer weren't made aware that this was a likely possibility a few years earlier.

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  5. Mapping a changed fixed-income world

    trueChanges in the market have resulted in a greater continuum in terms of credit quality across the fixed-income universe and increased correlations between historically disparate asset classes.

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  6. Pension funds should derisk now

    trueThe improvement of the funded status of corporate defined benefit plans offers plan sponsors and plan advisers a real opportunity to quantify and downsize risk.

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  7. Infrastructure still elusive in pension fund asset allocation

    trueThere's ample room for pension plans to increase their allocations to infrastructure.

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  8. Illusionary retirement accounts

    trueAs currently conceived, myRA helps people start saving now. What is missing is help to encourage them to save even more later.

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  9. A new cop at the SEC

    trueWith Mary Jo White now leading the Securities and Exchange Commission, senior executives of investment management firm and officials of fiduciary fund boards as well as compliance professionals alike should recognize the need to step up their game to avoid a potential run-in with the new cop on the ...

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  10. Retirement: A welcome focus from the State of the Union

    trueNot too long ago, talk of a retirement crisis, the reaction, more often than not, was “I'll believe it's a crisis when people start acting like it's a crisis.”

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  11. Attention defined contribution participants: Beware of being the patsy!

    trueIt's a truism that poker — and financial markets — can be unkind to those unaware of the caliber of their opponents. Some sponsors of defined contribution plans, however, may be forgetting this in their otherwise admirable quest to lower costs with indexed investments.

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  12. Arbitration threatens to wipe out shareholder rights

    trueA new movement would push companies to adopt provisions that could limit shareholders' ability to protect and enforce their rights in courtrooms across the country.

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  13. Flaws of adopting cost cutting in switching to DC plans

    trueThinking back to 2007 — before the financial crisis — public pension plans in the aggregate had nearly 90% of the assets on hand required to pay retirement benefits due decades in the future. However, like all investors, public pension funds took a deep hit when the financial markets melted down in ...

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