Research
Shields Associates' research is finely tuned to our clients' interests and needs. As strong believers in client education, we make available exclusive research including:
- Topical investment research summaries
- Fiduciary-focused analysis
- Quarterly market updates and commentary
- Monthly market updates
Shields’ specialized market and topical analysis equips clients with the highest level of industry intelligence. Topical research is complemented by our proprietary qualitative and quantitative manager research that identifies the top-tier and emerging managers appropriate for each client’s investment program.
Research from Shields Associates stands apart from general market tracking data in:
- Addressing topics of timely importance to our client base
- Supporting fiduciary and plan sponsor-related responsibilities
- Identifying regulatory changes in fiduciary responsibility
- Providing guidance for effective decision making
Clients can access reports directly from our website or can request to have them sent via email as soon as they become available.



