Content Tagged Optimize

Maximize Cash Flow

Liquidity Insights for Today’s Market Dynamics

Evaluating and re-evaluating each aspect of your liquidity strategy will help you improve results.
2 min read
Manage Assets

Confronting Investment Management Challenges for Healthcare Organizations

Practical Tips to Harness Your Resources
5 min read
Manage Assets

Across the Great Divide

An asset allocation implemented via active and passive investment vehicles makes sense, but there are complex considerations worth analyzing.
4 min read
Manage Assets

Investment Spotlight on: Qualified Default Investment Alternatives

And why there should be one in your defined contribution plan.
2 min read
Manage Assets

What To Consider Before Using A Recordkeeper’s Investment Funds

Defined contribution plan sponsors are facing a deluge of lawsuits.
3 min read
Manage Assets

Investment Spotlight: Stable Value Funds

A Low-Risk Investment Option for Defined Contribution Plans
3 min read
Manage Assets

What to Consider if Outsourcing Investment Decisions

Outsourcing plan investment decisions may offer a number of valuable advantages to the plan sponsor.
2 min read
Raise Capital

New Aircraft Purchases Rise as Used Aircraft Availability Declines

The time of readily available and affordable used business aircraft, which resulted from the financial crisis, is nearing an end. Aircraft owners have been refurbishing their aircraft in order to extend their aircraft's lifetime and retain the value of their aircraft, while new aircraft manufacturers are capitalizing on this market by introducing new models. However, new aircraft costs are still high.
3 min read
Manage Assets

How to Choose a Target Date Fund

With the abundance of TDF suite options now being provided by fund companies, plan sponsors need to have a clear understanding of which type of TDF suite - "to" or "through" - may best suit their plan and its participants.
2 min read
Manage Nonprofit Enterprises

Nonprofit Enterprises Can Now Improve Benchmarking

Have you ever wondered how your organization stacks up against its peers?
1 min read
Manage Assets

ESG Funds & Defined Contribution Plans

ESG funds cover a fairly broad range of issues surrounding organizational impact on the natural world, relationship with employees, customers, and the public.
2 min read
Manage Assets

The Case for Zero Revenue Shares in Defined Contribution Plans

Defined contribution plan sponsors may be able to minimize legal and regulatory exposure and improve fee transparency by using a zero revenue share fee model.
2 min read
Manage Assets

Should You Outsource Your Plan's Investment Selection & Monitoring?

When determining plan sponsor’s responsibilities for defined contribution plans, sometimes outsourcing is the best solution. But is it right for your organization?
4 min read
Manage Assets

Responsible Investing: A Ripple In Still Water

The rise of responsible investing is representative of the rapidly evolving investment landscape that creates both challenges and opportunities for investors.
1 min read
Financial Market Insights

Global Market Snapshot - July 2019

The Global Market Snapshot provides a quick tour around the world, highlighting key economic and market-moving news, featuring actionable insights for all investors.
3 min read
Manage Assets

Is it Time to Re-Evaluate Your Plan's Risk Posture?

Equity markets have continued to push all-time highs. For plans with significant equity exposure, this has been a positive for funding ratios.
1 min read
Maximize Cash Flow

The Changing Role of the CFO - Talent & Technology

Today's CFO needs to ensure that the technology employed by the organization supports the flow of timely and usable information to all stakeholders.
3 min read
Maximize Cash Flow

Will Blockchain Become a Welcome Disruption in Healthcare?

As blockchain technology evolves, there are opportunities for blockchains to significantly improve financial and clinical operations in healthcare.
4 min read
Pursue Strategic Alternatives

ESOP Insights

Offers in-depth perspective on the benefits of ESOPs to company owners.
3 min read
Manage Assets

The Tax Cuts & Jobs Act’s Impact on Retirement Plans and IRAs

How will The Tax Cuts & Jobs Act affect the retirement plans you manage? New laws went into effect in 2018 and they can impact your clients’ IRAs and 401(k) plans.
4 min read