Set Regional Preference
Required Field*
Set geographic preferences to highlight topics of greatest interest of you, written in your base currency.
 




 
 






Aon Hewitt Retirement and Investment Blog

Weekly Update - 13 October 2014 (APAC)

The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.

Read More

Weekly Update - 13 October 2014 (Canada)

The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.

Read More

Active Share in Equity Portfolios

Recent academic studies of US mutual fund portfolios and our previous work on Conviction in Equity Investing have shown that, on average, portfolios with high active shares outperform their benchmarks and peers over time. Active share is a part of how Aon Hewitt analyzes and constructs manager portfolios. This blog entry aims to explain what active share is and how it can be used in equity portfolio construction and manager/portfolio reviews.

Read More

Weekly Update - 13 October 2014 (US)

The weekly update includes a listing of the new pieces of intellectual capital released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.

Read More

Weekly Update - 13 October 2014 (UK/Europe)

The weekly update includes a listing of the new pieces of intellectual capital  released the prior week, upcoming events, commentary on market experience over the prior week, and a discussion of economic releases during the upcoming week.

Read More

Reassessing the Opportunity in Distressed Debt

2009 and 2010 provided distressed debt managers with ample investment choices, but post financial crisis, the default rate has dropped significantly.  While a relatively limited distressed opportunity set argues for more tempered return expectations, several factors unique to this cycle--such as an uneven economic recovery and continued bank deleveraging in Europe--continue to present compelling opportunities. 

Read More

Our Global Investment Beliefs

The following succinctly presents Aon Hewitt’s investment beliefs.

Read More

Treating All Participants Fairly: Revenue Sharing Policy Considerations

A mutual fund’s expense ratio is stated as a percentage of assets under investment and is netted from the fund’s performance, or Net Asset Value (“NAV”). Therefore, a defined contribution plan participant does not directly see the impact of revenue sharing on a fund’s performance. Recently, a number of legal cases have made it clear that fiduciaries responsible for the selection of investment options or for monitoring the reasonableness of fees must exercise greater care in their oversight of revenue sharing arrangements.

Read More

A More Accurate Global Equity Benchmark

HEK’s preferred benchmark for global equity has historically been the MSCI ACWI IMI (Net). We now believe the MSCI ACWI IMI with USA (Gross) to be a more accurate benchmark for non-taxable, US-based, investors. The key difference between the two indices is the tax treatment of dividend income on the US portion of the benchmark.

Read More

Lump-Sum Windows: A Strategy to De-Risk Pension Plans

Providing a guaranteed retirement benefit to employees through a defined benefit pension plan can be financially risky for employers. As investments change in value, interest rates fluctuate, new mortality tables are introduced, and Pension Benefit Guaranty Corporation (PBGC) premiums increase, a plan’s funded status can become quite volatile. One strategy many employers use to mitigate these financial risks is to amend the pension plan to offer terminated, vested participants an immediate lump sum cash payment through an interim or “window” program.

Read More
Displaying results 521-530 (of 542)
 |<  <  46 - 47 - 48 - 49 - 50 - 51 - 52 - 53 - 54 - 55  >  >|