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Segal Advisors Publications
August 2010
July 2010
- Prism, a Quarterly Review of Funded Status: Second Quarter 2010 Pension Plan Experience
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June 2010
- July 2010 Research Note, "The Shifting Landscape of the U.S. Bond Market"
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May 2010
- Prism, a Quarterly Review of Funded Status: First Quarter 2010 Pension Plan Experience
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March 2010
- March 2010 Research Note, "Addressing Concerns about the Potential Impact of Commercial-Real-Estate-Debt Maturities on Real Estate Portfolios"
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February 2010
January 2010
- January 2010 Research Note, "Putting the Recent Performance of the Private Equity Real Estate Market in Context and Looking Ahead"
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November 2009
- November 2009 Research Note, "Recent Bernanke Speech Addresses Concept of 'Too Big to Fail' and Other Economic Challenges"
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September 2009
- September 2009 Research Note, "Digging Deeper into Labor Market Data"
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August 2009
- August 2009 Research Note, "Reviewing Stable Value Funds in Light of Media Scrutiny"
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July 2009
- July 2009 Segal Advisory, “A Better Foundation for Benchmarking Core Open-End Real Estate Funds’ Performance?”
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May 2009
February 2009
- February 2009 Segal Advisory, "Fee Disclosure for Self-Directed Multiemployer Defined Contribution Plans"
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December 2008
November 2008
- November 2008 Spotlight, “Preparing to Disclose Fees to Defined Contribution Plan Participants who Self-Direct Investments in their Accounts”
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July 2008
May 2008
December 2007
November 2007
- November 2007 Spotlight, "Post-PPA'06 Reviews of DC Plan Investments to Ensure Safe Harbor Fiduciary Protection"
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April 2007
- April 2007 Segal Advisory, “What Sponsors of Multiemployer Defined Contribution Plans Need to Know about the Movement for Greater Transparency of Fees and Expenses”
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March 2007
- Spring 2007 Multiemployer Universe Report, “Segal Advisors’ Survey of Multiemployer Pension Funds’ Investment Performance: 2006 Results”
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February 2007
- February 2007 Segal Advisory "Investing in International Fixed Income Securities: Considerations and Categories"
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October 2006
- December 2006 Segal Advisory, "Asset Allocation Funds: Investing Simplified"
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March 2006
- Spring 2006 Multiemployer Universe Report, "Results of Segal Advisors' 2005 Survey of Multiemployer Pension Funds' Investment Performance"
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