Topics of Interest

Why MiFID II matters to U.S. investors

The deadline for investment managers to comply with the European Markets in Financial Instruments Directive (MiFID) II is quickly approaching. It is important for plan sponsors to understand the ramifications of the soft dollar regulation embedded in the directive, and how these new rules might affect plan participants. Some key points that investors should be… More

December 2017

Commodities: what’s changed?

In this research piece, we take an objective look at futures-based commodity strategies in the current environment and focus on three key questions. First, what has been the cause of such poor performance? Second, might this performance be the result of a permanent change in the commodity markets? Third, why do we invest in commodities… More

January 2017

Sell Low Buy High?

September 2015