Posted by fi360 on November 03, 2016 in Great Sources of Information
Fi360 is pleased to announce that Chris Karam of Sheridan Road Financial is the winner of the fi360 Article Competition!
Chris’s article is titled Optimizing Fixed Income Allocations in Defined Contribution Plans: A Plan Sponsor Guide to the Changing Fixed Income Landscape.
Chris’s article looks at why and how plan sponsors should be expanding their fixed income offerings to improve diversification and help address the income needs of an aging work force. The article was chosen because it sheds light on an issue many plan fiduciaries and their retirement plan advisors are facing, cites trends and research in building its case, and offers practical guidance that advisors can use.
Chris is the Chief Investment Officer for Sheridan Road Financial and is based in Chicago. He specializes in portfolio management for high net worth families and trustees of employer sponsored retirement plans.
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