On the leading edge

McMorgan is focused on providing Taft-Hartley investors with the latest thinking on topics important to you.

We share our intellectual capital, and the intellectual capital of our investment partners, through a series of newsletters and research publications.

The latest from McMorgan


Topical, proprietary research in an ever-changing market environment

Perspectives Summer 2015
McMorgan MAP Platform

Tactical Portfolio Management
Using Multiple Risk Factors

Past Issues:

Perspectives March 2014:
Capital Markets Q&A:  2013 Recap and 2014 Outlook

Perspectives August 2013:
A Deeper Look at Infrastructure



The latest news from McMorgan

Directions February 2017

Manager Spotlight:  TOBAM

Past Issues:

Directions Spring 2015:
Solutions for an Uncertain Market Environment

Directions Spring 2014:
Staying Responsive to the Needs of Taft-Hartley Plans

The latest from our investment partners

Capital Markets

AB | June 2017

Can Companies Deliver on Earnings Expectations?

AB reexamines their positioning in the context of slower US growth and a potential pause in Fed hikes this year.

Click here for more Capital Markets Research


Fixed Income

AB | September 2015

Playing with Fire:  The Bond Liquidity Crunch

AB explores liquidity concerns afflicting the global fixed income market as well as what investors are able to do to protect themselves.

Click here for more Fixed Income Research


TOBAM | September 2016

Why Diversify?  The Maximum Diversification® Approach

TOBAM introduces their patented Diversification Ratio® and illustrates the benefits available through maximizing diversification within an investment portfolio.

Click here for more Equity Research



Private Advisors | January 2014

Private Equity & Job Creation

Private Advisors shares their thoughts from the lower middle market.

Click here for more Alternatives Research