TIAA

Best Blogs of the Week #210

Posted by Anu Heda on Dec 07, 2015, in Best Blogs of the Week , tagged with , , , ,

We took a few weeks between posts but the industry didn’t stop. I counted 70+ posts between 11/29 and 12/5. I’m capturing six here as worthy reading.

Invesco – Four Key Reasons To consider Market Neutral – The Invesco Quantitative Strategies team believes one potential way to buffer the effects of market downturns, volatility and rising interest rates is to add market neutral equity strategies to traditional portfolios, as they potentially offer a unique approach to generating return regardless of the general movements of the equity and bond markets.

Russell – New best practices are emerging for company stock in DC plans – There’s a new world of DC plans, in which the auto-features and choice architecture are the order of the day. In this new world, it’s reasonable to expect that the company stock option will play a diminished role.

Wells Fargo – Why china’s five-Year Plan Is Good For Investors – China’s new five-year plan isn’t growth at all costs; it’s about sustainability. In the past, growth at all costs meant a buying binge of commodities, building cities without residents, and producing air that wasn’t fit to be inhaled.

Impact Investing Posts  

 BlackRock  Russell TIAA-CREF 
 What’s In Your Impact Fund?  Sustainability Reporting  Responsible Investing

Best Blogs of the Week #208

Posted by Anu Heda on Nov 10, 2015, in Best Blogs of the Week , tagged with ,

This two-week edition for Best Blogs highlights two posts that support FAs efficiently. The first supports considerations around hedging and the second about growing practices toward responsible investing options.

Invesco – Volatility Takes Center Stage –  We don’t hedge our currency exposure for four main reasons

TIAA – CREF – Millennials: A Tailor-Made Market for Responsible Investing – Half of the millennials in this survey felt that they’ve “missed out” on the equity rally of the past few years.

Best Blogs of the Week #201

Posted by Anu Heda on Aug 31, 2015, in Best Blogs of the Week , tagged with ,

What a week for the industry. We don’t often get to start the week with a 1,000 point drop in the Dow Jones Industrial Average. So everyone seems to be discussing volatility’s relation to the 1,000 point drop. And the industry posted too many posts related to volatility; we selected the single best chart below.

China Crisis –M & G

“However in this instance it is very difficult to infer much from the behaviour of the Chinese market which has behaved in a manner unconnected with fundamentals for some time.”

Volatility Chart –TIAA-CREF (newcomer!) best chart of the week 

This is a correction, right? –TIAA-CREF

“A correction occurs when a market index declines at least 10% from its peak. The S&P 500 Index, which hit an all-time high of 2,130 on May 21, had fallen to 1,868 on August 25, a 12% drop over the course of three months.”