Chartwell Views Archives

Defined Contribution Plans

Each year PLANSPONSOR magazine has conducted a survey of the defined contribution marketplace to identify industry trends. The following documents contain a summary of that survey, along with commentary on the notable highlights.

2017 PLANSPONSOR DC Survey Summary (pdf)Download

2016 PLANSPONSOR DC Survey Summary (April 2017) (pdf)Download

2015 PLANSPONSOR DC Survey Summary (February 2016) (pdf)Download

2014 PLANSPONSOR DC Survey Summary (April 2015) (pdf)Download

2013 PLANSPONSOR DC Survey Summary (April 2014) (pdf)Download

2012 PLANSPONSOR DC Survey Summary (January 2013) (pdf)Download

Economic Research

A summary of the latest economic forecasting survey conducted by the Wall Street Journal.

Effect of Trump presidential election on markets (pdf)Download

May You Live in Interesting Times (pdf)Download

The Bipartisan Budget Act of 2015 (pdf)Download

What Economists are Forecasting for the First Half of 2006 (January 2006) (pdf)Download

An Economic Forecast for Mid-Year 2005 (July 2005) (pdf)Download

An Economic Forecast for 2005 (January 2005) (pdf)Download

An Economic Forecast for Mid-Year 2004 (July 2004) (pdf)Download

An Economic Forecast for 2004 (January 2004) (pdf)Download

Equity Market Research

Chartwell Views - Market Volatility’s Impact on Stock Valuations (December 2008) (pdf)Download

Non-U.S. Investing: Where Do We Go From Here? (June 2007) (pdf)Download

Chartwell’s Advisory Scorecard (March 2006) (pdf)Download

Investment Arrhythmia (February 2006) (pdf)Download

Chartwell’s Advisory Scorecard (January 2005) (pdf)Download

Fixed Income Research

Managing Risk (December 2005) (pdf)Download

Interest Rate Risk (December 2005) (pdf)Download

The Basics of Investing in TIPS (October 2002) (pdf)Download

Asset Allocation

Understanding Real Estate (pdf)Download

Liability-Driven Investing (pdf)Download

Chartwell Views - Interesting Times (October 2008) (pdf)Download

Portfolio Rebalancing (October 2003) (pdf)Download

Ten Years of Asset Class Performance (March 2003) (pdf)Download

An Almost Year-end Review - Thoughts on Asset Allocation (December 2001) (pdf)Download

Where Do We Go From Here? (January 2001) (pdf)Download

Alternative Assets

An Introduction to Alternative Investment Strategies (May 2000) (pdf)Download