Most Recent Publications

First Quarter Update to 2013 Investment Outlook

Added May 30, 2013

Investment Synopsis: Review of First Quarter 2013

Added May 22, 2013

May 2013 Investment Focus, "The Fed at 100: What’s Next for Monetary Policy?"

Added May 3, 2013

May 2013 Investment Brief, "When Zero Isn’t Nothing: Post-Recession U.S. Monetary Policy and the Implications for Investors"

Added May 3, 2013

Prism, a Review of Funded Status: First Quarter 2013 Pension Plan Experience

Added April 25, 2013

April 2013 Investment Insight, "Alternative Fixed-Income Opportunities for Today’s Low-Yield Environment"

Added April 18, 2013

Investment Outlook, "2013 Outlook: A Modest Breeze at the Back of Risk Assets"

Added March 14, 2013

Investment Synopsis: Review of Fourth Quarter 2012

Added March 6, 2013

Prism, a Review of Funded Status: Fourth Quarter 2012 Pension Plan Experience

Added January 22, 2013

Investment Synopsis: Review of Third Quarter 2012

Added November 16, 2012

Prism, a Review of Funded Status: Third Quarter 2012 Pension Plan Experience

Added November 1, 2012

October 2012 Investment Insight, “Implementation of Low Volatility Equity Portfolios”

Added October 18, 2012

Investment Synopsis: Review of Second Quarter 2012

Added August 16, 2012

August 2012 Investment Focus, "Expanding Investment Horizons through Global Equities"

Added August 16, 2012

August 2012 Investment Brief, "The Case for Global Equities"

Added August 16, 2012

Prism, a Review of Funded Status: Second Quarter 2012 Pension Plan Experience

Added July 30, 2012

July 2012 Investment Insight: "The Volcker Rule and the New Liquidity Paradigm, or Leaving the Hamam"

Added July 26, 2012

June 2012 Investment Insight: "Global Tactical Asset Allocation: Overview of an Investment Strategy Growing in Popularity"

Added June 25, 2012

May 2012 Investment Insight: "Investing in Infrastructure through Private Equity"

Added May 25, 2012

Synopsis: Review of First Quarter 2012

Added May 18, 2012

Prism, a Review of Funded Status: First Quarter 2012 Pension Plan Experience

Added May 3, 2012

March 2012 Research Note, "What Price Earnings?"

Added March 7, 2012

Synopsis: Review of Fourth Quarter 2011

Added February 17, 2012

Prism, a Review of Funded Status: Fourth Quarter 2011 Pension Plan Experience

Added January 19, 2012

Synopsis: Review of Third Quarter 2011

Added November 17, 2011

Prism, a Review of Funded Status: Third Quarter 2011 Pension Plan Experience

Added October 19, 2011

September 2011 Research Note, “Whither Bond Yields?”

Added September 12, 2011

Synopsis: Review of Second Quarter 2011

Added August 11, 2011

Prism, a Review of Funded Status: Second Quarter 2011 Pension Plan Experience

Added July 13, 2011

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

Added July 11, 2011

Synopsis: Review of First Quarter 2011

Added May 16, 2011

May 2011 Research Note, "Anticipating the Federal Reserve’s Wind-Down of Its Asset Purchase Program"

Added May 13, 2011

Prism, a Review of Funded Status: First Quarter 2011 Pension Plan Experience

Added April 15, 2011

Synopsis: Review of Fourth Quarter 2010

Added February 17, 2011

February 2011 Research Note, "The Private Equity 'Hangover' May Trigger Headaches for Investors"

Added February 10, 2011

Prism, a Review of Funded Status: Fourth Quarter 2010 Pension Plan Experience

Added January 13, 2011

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

Added January 12, 2011

Synopsis: Review of Third Quarter 2010

Added November 16, 2010

Prism, a Review of Funded Status: Third Quarter 2010 Pension Plan Experience

Added October 15, 2010

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

Added October 15, 2010

Synopsis: Review of Second Quarter 2010

Added August 9, 2010

Prism, a Quarterly Review of Funded Status: Second Quarter 2010 Pension Plan Experience

Added July 14, 2010

July 2010 Research Note, "The Shifting Landscape of the U.S. Bond Market"

Added June 30, 2010

Synopsis: Review of First Quarter 2010

Added May 19, 2010

Prism, a Quarterly Review of Funded Status: First Quarter 2010 Pension Plan Experience

Added May 10, 2010

March 2010 Research Note, "Addressing Concerns about the Potential Impact of Commercial-Real-Estate-Debt Maturities on Real Estate Portfolios"

Added March 26, 2010

Synopsis: Review of Fourth Quarter 2009

Added February 17, 2010

January 2010 Research Note, "Putting the Recent Performance of the Private Equity Real Estate Market in Context and Looking Ahead"

Added January 27, 2010

November 2009 Research Note, "Recent Bernanke Speech Addresses Concept of 'Too Big to Fail' and Other Economic Challenges"

Added November 23, 2009

Synopsis: Review of Third Quarter 2009

Added November 11, 2009

November 2009 Research Note, "Housing Market Still Under Pressure"

Added November 6, 2009

September 2009 Research Note, "Digging Deeper into Labor Market Data"

Added September 17, 2009

August 2009 Research Note, "Reviewing Stable Value Funds in Light of Media Scrutiny"

Added August 18, 2009

Synopsis: Review of Second Quarter 2009

Added August 13, 2009

July 2009 Segal Advisory, “A Better Foundation for Benchmarking Core Open-End Real Estate Funds’ Performance?”

Added July 6, 2009

Synopsis: Review of First Quarter 2009

Added May 11, 2009

Synopsis: Review of Fourth Quarter 2008

Added February 6, 2009

February 2009 Segal Advisory, "Fee Disclosure for Self-Directed Multiemployer Defined Contribution Plans"

Added February 1, 2009

Synopsis: Mid-Fourth Quarter 2008 Update

Added December 1, 2008

November 2008 Spotlight, “Preparing to Disclose Fees to Defined Contribution Plan Participants who Self-Direct Investments in their Accounts”

Added November 24, 2008

Synopsis: review of third quarter 2008 financial market conditions.

Added November 21, 2008

Synopsis: review of second quarter 2008 financial market conditions.

Added July 1, 2008

Synopsis: review of first quarter 2008 financial market conditions

Added May 1, 2008

December 2007 Segal Advisory, "The Buyout Phenomenon"

Added December 1, 2007

November 2007 Spotlight, "Post-PPA'06 Reviews of DC Plan Investments to Ensure Safe Harbor Fiduciary Protection"

Added November 1, 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”

Added April 1, 2007

Spring 2007 Multiemployer Universe Report, “Segal Advisors’ Survey of Multiemployer Pension Funds’ Investment Performance: 2006 Results”

Added March 1, 2007

February 2007 Segal Advisory "Investing in International Fixed Income Securities: Considerations and Categories"

Added February 1, 2007

December 2006 Segal Advisory, "Asset Allocation Funds: Investing Simplified"

Added October 1, 2006

Spring 2006 Multiemployer Universe Report, "Results of Segal Advisors' 2005 Survey of Multiemployer Pension Funds' Investment Performance"

Added March 1, 2006

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