• Institutional Asset Management & Indexing: [Constructing Risk-Based, Multi-Asset-Class, Portfolio Indexes:] – Focuses on modern benchmarking and portfolio construction.

​​

• Fiduciary Risk & 401(k) Optimization: [DB Marries DC] – Examines structural efficiencies and risk mitigation.

​​

• Pension Design Investment Frameworks: [“Mood Ring ‘Growth’ and ‘Value’ Reflect the Markets fast changing temperament,” INDEXES: The Journal of Indexes, (3rd Qtr.,2001): pp. 40 – 44] – Explores long-term plan architecture