Perspectives Contributor:

Richard R. Ratkowski, CFA

May 17, 2021

Much Needed Multiemployer Financial Assistance: But Don’t Count On 30 Years

Executive Summary The Special Financial Assistance (SFA) provisions of Sec. 9704 of the American Rescue...

July 2, 2020

The Dynamic Duo: Interest Rate Levels and Volatility

To download a PDF version, please click here. When volatility increases for a particular market...

May 14, 2020

What a Difference a Decade Makes!

To download a PDF version, please click here. While the COVID-19 crisis is certainly new...

April 7, 2020

Are Static Hedge Ratios Really Static?

To download a PDF version, please click here. Authors’ note: The timing of this piece...

April 15, 2019

Two Alternatives in the End-state

To download a PDF version, please click here. Many plan sponsors find themselves in the...

January 22, 2019

Investing in Alternatives: What’s Trending

To download a PDF version, please click here. While we have seen shifts from active...

October 24, 2018

Implementing Your Beta

To download a PDF version, please click here. When envisioning any new strategy, it is...

September 25, 2018

Rebuilding Beta

To download a PDF version, please click here. In our previous post, we outlined a...

September 7, 2018

Breaking Down Your Beta

To download a PDF version, please click here. Like visiting the doctor periodically, it is...