All Posts

New President – New Retirement Policy

Spring 2021 Fiduciary Commentary Change is in the air. As the newly elected president who won a decisive victory against a polarizing…

Wall Street Drops on Inflation Fears (Reuters)

Live on Reuters Trading at Noon, Jim Scheinberg spoke with host Elena Casas about how the markets are moving, including the tech…

RFP Academy: Time Warped

It’s astounding…time is fleeting…RFP madness can take its toll. Is your understanding about how much time it takes to run an RFP…

High Stock Valuations Put Emerging Markets Back in Focus (Reuters)

Live on Reuters Sectors UpClose, Managing Partner & CIO Jim Scheinberg spoke with host Elena Casas on why some investors are turning…

Questions Sponsors Need to Ask When Hiring a 3(38) Fiduciary (PLANSPONSOR)

Search Practice Leader Gregory Metzger was quoted in PLANSPONSOR‘s recent article on questions sponsors need to ask when hiring a 3(38) fiduciary.…

OCIO Focus – How 2020 is Helping Shape the Year Ahead

Last year, as the world sheltered in place and the pandemic rattled markets, we began publishing excerpts from our conversations with leading…

OCIOs Can Improve Pension Plan Funding (PLANSPONSOR)

Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR‘s Lee Barney on how plan sponsors should examine track records and operational qualifications when hiring an outsourced…

The Y²O-Y²O | Winter Market & Economic Commentary

Winter 2020/2021 Market & Economic Commentary 2020 certainly was a yo-yo ride in so many ways. The first and most amazing was…

Qualified Plan Contributions During COVID-19

Winter 2020/2021 Fiduciary Commentary Beyond COVID-19’s destructive impact on society and public health, the pandemic has had a detrimental effect on many…

Competitive Pressure Largely Brings OCIO Fees on Par with Consultants (FundFire)

In a recent interview with FundFire, Managing Partner Jim Scheinberg spoke with author Alana Pipe on OCIO fees, and the competitive pressure…