Each quarter Innovest publishes the Research Report. The report features articles written by Innovest professionals on a variety of industry-related topics and provides information on current events at the firm.


Q2 2018

Q1 2018


Q4 2017

Q3 2017

Q2 2017

Q1 2017


Q4 2016 - "2016: A Gratifying Year."  "Innovest Welcomes New CIO Nick Rotello."  "Capital Markets: A Holiday Reflection on the Precisely Imprecise."  "Innovest Named 'Best Place to Work' for Second Time."

Q3 2016 - "Diversification: Slowly Dying or Still Alive?"  "2016 Client Survey Results."  "The Great Debate: Active v. Passive Strategies."  "#ClosingtheGap #GenerationalCommunication." 

Q2 2016 - "Top Six Tips for an Effective Investment Committee."  "Considering the Alternatives: Reinsurance and Life Settlements."  "11 Class action Lawsuits Filed at the End of 2015."

Q1 2016 - "1996 Seems Like Yesterday."   "Managed Accounts: Are They Right for You?"  "Innovest's New Partners."  "Sustainable, Social and Impact Investing: Coupling Returns with Social Change."


Q4 2015 - "Innovest - Special People, Special Culture."  "Keeping a Lid on Medicate Part B Premiums."  "Active Share: Omen for Outperformance?"  "Plan Administration - A Word to the Wise."

Q3 2015 - "Cybersecurity: Best Practices and Resources."  "2015 Client Survey Results."  "Why are Emerging Markets Submerging?"  "Financial Advisors: Friend or Foe?"

Q2 2015 - "Behavioral Tendencies in Investment Decisions: Traps and Tips."  "Asset Protection: The Advantage of Retirement Plan Assets."  "Overcoming the Retirement Savings Shortfall Through Segmentation."  "Understanding Master Limited Partnerships."

Q1 2015 - "Recapping 2014 - A Great Year, Excited for the Future."  "The Rise and Consequences of Securities-Based Lending."  "Selecting the Right Target Date Fund Family for Your Plan."  "Tips and Tricks: InnoVault."


Q4 2014 - "Why We Love Innovest."  "The Difficulty and Costs of Timing the Market."  "Back to the Future?"  "Three New Years Resolutions for Plan Sponsors."

Q3 2014 - "Innovest Named Retirement Plan Adviser Team of the Year by PLANSPONSOR."  "Higher Inflation: Sooner Rather Than Later?"  "2014 Client Survey Results."  "Managing Longevity Risk With QLACs."  "Innovest's New Client Portal: InnoVault."

Q2 2014 - "Assessing Fixed Income and Risk Assets."  "Want to Boost Your Long-Term Investment Returns by 2% or More?"  "The Department of Labor's Re-Release of the Fiduciary Rules."  Charitable Giving: Best Practices for High Net Worth Families."  

Q1 2014 - "2013 - A Great Year for Our Clients and Our Firm."   "Seeking a Second Opinion."   "Innovest Recordkeeping Estimator and Industry Benchmarking Tools."


Q1 2013 - "Our 17th Year in Business."   "Discounting The Future: Deconstructing Equity Fundamentals in a Low Interest Rate Environment." 

Q2 2013 - "Avoiding the Most Common Mistakes Made by Boards and Investment Committees."   "Defined Contribution Plans are Beginning to Use Alternatives."   "2013 Client Survey Results."

Q3 2013 - "DOL's Tips for ERISA Plan Fiduciaries Regarding Target Date Retirement Funds."   "Alternative Investment Checklist: A Guide to Aid Fiduciaries."   "Plan Expense and Fee Allocation."

Q4 2013 - "High Net Worth Investors Can Learn From Institutions."   "The Threat of Short-Term Performance Influencing Decision Making."   "Guaranteed Income Withdrawal Options." 


Q1 2012 - "Tools and Strategies for Limiting Volatility in an Investment Portfolio."   "Why We Work as  a Team at Innovest."   "Challenges and Changes in the Stable Value Market."

Q2 2012 - "Charitable Giving and Family Values - Impacting Generations for Years to Come."   "The Who's Who of Retirement Plan Fiduciaries." 

Q3 2012 - "Retirement Plan Fees and Their Impact on Participant Outcomes."   "Improving Investment Research: Qualitative Due Diligence in Manager Selection."   "2012 Client Survey Results."

Q4 2012 - "Innovest Recognized as One of Denver's Best Places to Work."   "A Lower Return Environment: The Impact on Foundations and Endowments."   "The Evolution of a Sound Retirement Plan: How a New Executive Team Accomplished a Plan Overall."