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Ad close: December 3, 2021
Materials Due: December 29, 2021
Mail Date: February 11, 2022

MIC Issue
Medalist Supplement
Ad Close: March 4, 2022
Materials Due: March 29, 2022
Mail date: May 6, 2022

ESG Supplement
Ad Close: June 3, 2022
Materials Due: June 27, 2022
Mail date: August 5, 2022

Medalist Supplement
Ad Close: September 2, 2022
Materials Due: September 26, 2022
Mail date: November 7, 2022

The State of Retirement Income

Given the long-term outlook for bonds and stocks, which is bleak, we find that to maintain a portfolio that has a high chance of sustaining a full retirement, retirees should lower their initial withdrawal rate from he industry standard of 4% to about 3.3%. Thereafter, they should adopt dynamic spending strategies that adjust withdrawal amounts in response to market movements, adding a level of uncertainty to the amount retirees can spend year to year. Retirees can counter this uncertainty by working longer, adding a guaranteed income product,improving the portfolio’s tax efficiency, or accepting a lower probability of success for their plans. There is no single correct withdrawal rate for everyone; instead, the decision involves what tradeoffs an investor is willing to make.

The Private-to-Public Pipeline: What’s Next

Hundreds of companies made their U.S. public market debut over past year, raising record-breaking sums along the way. The pipeline remains engorged and we expect the surge to continue into 2022. In this issue, our private and public market analysts discuss some of the industries with the hottest activity and some of the companies potentially coming soon to a portfolio near you.

How ESG Is Transforming the Asset Management Industry

As more and more investors demand ESG solutions to meet their investing needs, the asset-management industry has had to aggressively and quickly build their sustainable investing capabilities. This has led to a radical transformation of the industry. Like it or not, the DNA of the asset-management industry is drastically changing. Much like the last great transformation of the industry in 1980s, those firms that can adapt and meet the demands of new generation of investors will thrive, while those that cannot will perish. In this issue, we’ll examine how this transition is requiring enormous cultural shifts at firms and what the fallout means to investors. No longer can asset managers draw a line separating their ethics and their profits if their clients no longer draw such a line. Building upon the last generational change, this one will put even more power and more responsibility in the hands of shareholders.

A Guide to Cryptocurrencies

Every advisor has fielded questions from clients about whether and how to incorporate cryptocurrency in asset allocations. In this issue, we will explore how advisors can accomplish just that, examining the pitfalls and benefits of various approaches.