First Eagle Retirement Investment Solutions
First Eagle Retirement Investment Solutions (RIS) partners with financial professionals, investment consultants and retirement plan record keepers to help deliver investment solutions—focused on generating attractive long-term real returns while mitigating the permanent impairment of capital—for savers across the retirement lifecycle.
First Eagle Retirement Investment Solutions
First Eagle Retirement Investment Solutions (RIS) partners with financial professionals, investment consultants and retirement plan record keepers to help deliver investment solutions—focused on generating attractive long-term real returns while mitigating the permanent impairment of capital—for savers across the retirement lifecycle.
Tools
Retirement Income Survey
RIS uses surveys and questionnaires to help provide clients with marketplace insights, shape its understanding of client needs and gaps in the market, as well as drive innovation in First Eagle’s client support model.
Retirement Education Suite
Behavioral Finance
Insights to help provide perspective during times of uncertainty so that clients have more of a long-term investment mindset and are less susceptible to emotional decisions that may derail their financial plans.
Retirement Income in DC Plans
This presentation reviews the retirement plan landscape, illustrates the retirement income opportunity, and offers recommendations for plan sponsors to consider as they seek to offer solutions that help participants achieve their retirement income objectives.
Leave Home: Non-US Potential Opportunities for Retirement Savers
This presentation reveals the home-country bias prominent in 401(k) allocations, illustrates the risk/return opportunities from global equity diversification, and offers recommendations for plan sponsors to consider in order to allow for more broadly diversified global portfolios.
Understanding Medicare from A to D
Insights that help simplify the complicated Medicare process by providing clients with an overview of the program, details of the enrollment process and strategies for coordinating Medicare benefits with other forms of insurance.
Improving Retirement Plan Menu Design
This presentation outlines the evolution of the Core Menu design, addressing investor needs, the utilization of Qualified Default Investment Alternatives (QDIAs) and ways to meet long-term retirement goals.
First Eagle Academy
First Eagle Academy's goal is to be a true partner to financial professionals. We focus our time helping them as business owners, financial professionals and helping their clients as investors.
First Eagle Academy was established to give financial professionals and their clients an edge by providing in-depth service that starts with education and continues with engagement and execution.
Videos
-
Selectivity
Joe Lee, Deputy Head of Retirement Investment Solutions, delves into the four crucial measures of selectivity that can help shape success when evaluating small cap companies.
-
Why Small Cap Now?
Bill Hench, Head of Small Cap Team, discusses the case for small cap now even when we may head into a recession.
-
Impact of Volatility on Small Cap Performance
Bill Hench, Head of Small Cap Team, discusses how volatility may drive small cap performance.