Expand your horizons
04/24/2020
Making the case for an allocation to a global active equities manager
FILTER INSIGHTS
Top Five Most Commonly Asked 401(k) Fee Questions
1/1/2017
Participants now have more information about plan administrative fees and that has sparked some difficult questions. We have a guide to help answer the top five most commonly asked questions about 401(k) administration fees.
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A Guide to Understanding Your 401(k) Fee Statement
1/1/2017
With updated regulations requiring more fee transparency, the information out there - now what? Read out guide to understanding a 401(K) fee statement.
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Are 401(k) Plans Free?
1/1/2017
Participants may be unaware that they have been paying plan administration and investment fees. Help participants understand 401(K) plans are not free with our suggested talking points.
Read more
Top Five Most Commonly Asked 401(k) Fee Questions
1/1/2017
Participants now have more information about plan administrative fees and that has sparked some difficult questions. We have a guide to help answer the top five most commonly asked questions about 401(k) administration fees.
Read more
A Guide to Understanding Your 401(k) Fee Statement
1/1/2017
With updated regulations requiring more fee transparency, the information out there - now what? Read out guide to understanding a 401(K) fee statement.
Read more
Are 401(k) Plans Free?
1/1/2017
Participants may be unaware that they have been paying plan administration and investment fees. Help participants understand 401(K) plans are not free with our suggested talking points.
Read more
Make friends with volatility
03/11/2020
Discipline is a precious trait during market stress. However, having the conviction to step up and add to positions during market volatility is not easy, even though it might help investors advance toward their most important long-term financial goals.
Download NowOpens a New WindowDoes history repeat, or at least rhyme?
02/27/2020
Small-cap value strategies have lagged their growth counterparts in recent years. But investors would be wise to view performance—and potential—through a longer-term lens.
Download Now Opens a New WindowGrowth from the Bottom Up
12/31/2019
It takes an eye for innovation along with deep research to spot pioneering, disruptive businesses. This brochure outlines how the RS Growth Team pursues these opportunities, both large and small.
Download Now Opens a New WindowBBB downgrade risk: Less than meets the eye?
09/28/2019
Worries over declining credit quality may be overblown.
Download Now Opens a New WindowAnything but ordinary
04/23/2019
Three reasons to consider diversifying with an investment grade convertibles allocation.
Download Now Opens a New WindowMind the mid-cap gap
03/22/2019
Investors who eschew a dedicated allocation to mid caps may be overlooking a dynamic collection of companies poised for growth and, potentially, attractive returns.
Download Now Opens a New WindowHigh five for small cap growth stocks
06/01/2018
Celebrating an underappreciated growth strategy by debunking five common myths
Read MoreDon't waste your time
03/31/2018
Market volatility reminds us that sticking to our long-term investment strategy is generally more effective than trying to time the market.
Read MoreIN BRIEF │ Bracing for higher rates
03/01/2018
Is now the right time to reconfigure your fixed income portfolio?
Read MoreStranger than fiction
01/01/2018
Surprisingly, growth stocks have performed well during past periods of rising rates.
Read MoreThey're Back!
08/28/2017
Almost a decade after the financial crisis, the banking sector looks healthy with candidates for growth at reasonable valuations
Read MoreHeaded down a rabbit hole?
05/01/2017
The threat to globalization must be acknowledged, but history suggests it won’t be derailed
Read MoreScouring the Globe for Alpha
03/01/2017
Capitalizing on the potential of emerging markets equities takes unique skill. Sophus Capital is a diverse group of professionals long on experience with a proven process that marries the best of analytical tools with fundamental research.
Read MoreDon’t be fooled
02/16/2017
Powerful megatrends continue to offer active investors an array of potential long-term opportunities in China.
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