Segal Advisors Publications

May 2012

Synopsis: Review of First Quarter 2012
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March 2012

March 2012 Research Note, "What Price Earnings?"
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February 2012

Synopsis: Review of Fourth Quarter 2011
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November 2011

Synopsis: Review of Third Quarter 2011
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September 2011

September 2011 Research Note, “Whither Bond Yields?”
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August 2011

Synopsis: Review of Second Quarter 2011
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July 2011

July 2011 Segal Advisory, "A Portfolio Approach to Inflation Protection"
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May 2011

Synopsis: Review of First Quarter 2011
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May 2011 Research Note, "Anticipating the Federal Reserve’s Wind-Down of Its Asset Purchase Program"
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February 2011

Synopsis: Review of Fourth Quarter 2010
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February 2011 Research Note, "The Private Equity 'Hangover' May Trigger Headaches for Investors"
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January 2011

January 2011 Segal Advisory, "Commodities as a Strategic Asset Class"
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November 2010

Synopsis: Review of Third Quarter 2010
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October 2010

October 2010 Research Note, "Structural Shifts in Employment and Economic Activity"
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August 2010

Synopsis: Review of Second Quarter 2010
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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

Synopsis: Review of First Quarter 2010
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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

Synopsis: Review of Fourth Quarter 2009
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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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Synopsis: Review of Third Quarter 2009
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November 2009 Research Note, "Housing Market Still Under Pressure"
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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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Synopsis: Review of Second Quarter 2009
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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

Synopsis: Review of First Quarter 2009
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February 2009

Synopsis: Review of Fourth Quarter 2008
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February 2009 Segal Advisory, "Fee Disclosure for Self-Directed Multiemployer Defined Contribution Plans"
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December 2008

Synopsis: Mid-Fourth Quarter 2008 Update
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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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Synopsis: review of third quarter 2008 financial market conditions.
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July 2008

Synopsis: review of second quarter 2008 financial market conditions.
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May 2008

Synopsis: review of first quarter 2008 financial market conditions
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December 2007

December 2007 Segal Advisory, "The Buyout Phenomenon"
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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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November 2005

November 2005 Segal Advisory, "Transition Management: Seeking to Minimize Pension Plan Trading Costs"
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