Partner Content

P&I Content Solutions Group

Advancements in Securitized Credit

P&I Content Solutions Group

It’s late in the business cycle and the Fed is tightening. Equities have had an epic run. Investors have been chasing yield in the high-yield sector for years. So what’s next? Where does one look for return?

P&I Content Solutions Group

Liquidity management gets responsible

P&I Content Solutions Group

Most plan sponsors searching for investment managers include some questions about the managers’ approach to environmental, social and governance investing in their standard RFP. While these initiatives have long been associated with equity mandates, they are becoming increasingly used in fixed income as well.

P&I Content Solutions Group

Target-date Funds Catching the Tailwind of ESG Investing

P&I Content Solutions Group

Over the past 12 to 18 months, environmental, social and governance investment options have become more available in defined contribution plans, but asset growth has been rather limited. That's likely to change — and change quickly — when ESG-based target-date funds become a regular feature on retirement plan fund lineups.

P&I Content Solutions Group

Trends in DC

P&I Content Solutions Group

As baby boomers continue to retire in droves and millennial become a larger part of the workforce, defined contribution plan sponsors have had to take a broader look at their plans, with a focus not only on retirement income but also on offering solutions that take a more integrated view of participants’ broader financial life.This supplement provides an in-depth look at the challenges that plan sponsors face today and how they are tackling them.

P&I Content Solutions Group

Top 8 ways to help employees reach financial wellness: Slideshow

P&I Content Solutions Group

Here are eight ways you can work with your benefits provider to help you understand the needs of your workforce, design solutions that meet those needs and inspire your employees to take action.

P&I Content Solutions Group

CIO Confidential

P&I Content Solutions Group

Insights from the front lines of the world’s largest asset owners

P&I Content Solutions Group

Financial Wellness

P&I Content Solutions Group

This supplement gets to the heart of the matter and digs into the key areas of retirement, budgeting, debt, health costs and insurance to help plan sponsors better understand the issues participants are facing and how best to address them across a diverse workforce.

P&I Content Solutions Group

A Goldilocks Economic Backdrop Demands Caution, Not Complacency, From Bond Investors

P&I Content Solutions Group

In this round table, Thomas C. Goggins, senior managing director and senior portfolio manager on the global multisector fixed-income team at Manulife Asset Management, Marty Margolis, chief investment officer at PFM Asset Management LLC, and Don Sheridan, a director on the fixed-income research team at Segal Marco Advisors, discuss the trends shaping fixed-income markets, including inflation and the flattening yield curve, opportunities around the globe and risks that investors need to keep an eye on.

P&I Content Solutions Group

Advancements in Global Macro

P&I Content Solutions Group

Rising interest rates have made fixed income investing challenging and returns hard to come by. But for managers following a global macro strategy, finding investment opportunities is the least of their worries.

P&I Content Solutions Group

Fees and Returns Drive Institutional Investors to Factor Investing

P&I Content Solutions Group

Institutional investors continue to ratchet down their expectations of returns from asset classes. Their long-term need for alpha has led to a greater focus on fees, which in turn is driving their interest in factor investing.

P&I Content Solutions Group

Equity Investing in Emerging Asia During Trade Wars: Opportunities Persist in Domestic Consumption

P&I Content Solutions Group

The economic model that has sustained Asia’s emerging markets for 35 years is under pressure. The threat and initiation of trade wars combined with underwhelming performance of the region’s equity markets have driven the point home. But that doesn’t mean equity investors should abandon the asset class.

P&I Content Solutions Group

Harness the Power of Emerging Markets

P&I Content Solutions Group

With the U.S. very late in its economic cycle, emerging markets offer an attractive alternative. In this Q&A, Pensions & Investments speaks with Ernest Yeung, portfolio manager for the emerging markets value equity strategy at T. Rowe Price, about the prospects for emerging markets, including the unique opportunities in companies that many investors are missing.

P&I Content Solutions Group

Retirement Income Comes into Focus for Plan Sponsors

P&I Content Solutions Group

In this round table discussion, Rob Reiskytl, partner, actuarial consultant at Aon, Drew Carrington, senior vice president, head of institutional DC at Franklin Templeton Investments, and Anne Lester, portfolio manager and head of retirement solutions at JPMorgan Asset Management, discuss the opportunities and challenges around retirement income for plan sponsors, how automation may fall short for near-retirees and how to think about fiduciary risks when it comes to retirement income.

P&I Content Solutions Group

Ten years past the global financial crisis: Lessons learned in fixed income

P&I Content Solutions Group

With the approaching anniversary of the global financial crisis, an important metric is being reset: the 10-year performance track record. Asset managers will, starting very soon, no longer have 2008 on their 10-year historical performance charts. With its disappearance, an elementary but key gauge of risk management will vanish as well.

P&I Content Solutions Group

HIGH CONVICTION: The Latest In Global Active Equity With Olivia Engel

P&I Content Solutions Group

Is Value Ready to Turn?
Long period of underperformance may be coming to an end

P&I Content Solutions Group

Advancements in Stable Value Investing

P&I Content Solutions Group

David Starr, a managing director at PFM Asset Management LLC, takes another look at the risk and management of stable value funds.

P&I Content Solutions Group

Optimizing institutional portfolio opportunities with multi-asset strategies

P&I Content Solutions Group

Outcome-oriented solutions offer significant potential to enhance risk-adjusted performance across both strong and weak market cycles. Invesco portfolio managers David Millar, head of multi-asset, and Scott Wolle, chief investment officer of global asset allocation, highlight the current trends driving interest in the segment and how these strategies can fit into an institutional portfolio.

P&I Content Solutions Group

The evolution of ESG investing: From exclusion to integration and finding alpha

P&I Content Solutions Group

At first, investing with an environmental, social and governance focus simply meant not buying certain stocks, such as tobacco or gaming companies. And for some investors, adoption of ESG is still hampered by a lack of understanding around how to incorporate it into a mandate. But for many, the idea of ESG integration is starting to take hold.

P&I Content Solutions Group

Diversification in target-date funds is more important than you think

P&I Content Solutions Group

One investment topic that rarely, if ever, goes out of style is diversification. But it’s not often discussed in the context of target-date funds, and that’s a problem. Diversification should play a central role when defined contribution plan sponsors seek to bolster their retirement programs.

P&I Content Solutions Group

HIGH CONVICTION: The Latest In Global Active Equity With Olivia Engel

P&I Content Solutions Group

Looking beyond the impact of oil on energy stocks

P&I Content Solutions Group

Advancements in Multi-Asset Investing

P&I Content Solutions Group

Manager selection, active or passive strategies and the use of alternative investments are three key issues when considering a multi-asset allocation. In this Q&A, Biagio Manieri, a managing director at PFM Asset Management LLC, talks about the firm’s approach to these three areas.

P&I Content Solutions Group

ESG investing: New DOL guidance may boost adoption

P&I Content Solutions Group

Edward Farrington, executive vice president of retirement strategies at Natixis Investment Managers, welcomed the guidance on environmental, social and governance investing for ERISA plans and said it may, in fact, lead to greater adoption of ESG strategies and funds.

P&I Content Solutions Group

Walking the walk on ESG

P&I Content Solutions Group

Working with companies on ESG issues can lead to better long-term outcomes for the companies, their employees, suppliers, shareholders and other stakeholders, not to mention the world.

P&I Content Solutions Group

HIGH CONVICTION: The Latest In Global Active Equity With Olivia Engel

P&I Content Solutions Group

Fangs and Bats Grab Investors’ Attention, But Are They Worth It?

P&I Content Solutions Group

Should you consider an allocation to infrastructure debt?

P&I Content Solutions Group

The opportunities in infrastructure debt have never been better — as long as you have the right partner, explains Emeka Onukwugha, head of Barings’ Private Debt Group.

P&I Content Solutions Group

Top 8 ways to help employees reach financial wellness

P&I Content Solutions Group

The CFPB defines financial wellness as helping your employees better manage their day to day finances, prepare for the unexpected and achieve their long-term goals.
Here are eight ways you can work with your benefits provider to help you understand the needs of your workforce, design solutions that meet those needs and inspire your employees to take action.

P&I Content Solutions Group

Building an Equity Portfolio to Meet Return and Risk Objectives: It’s All About Balance

P&I Content Solutions Group

Rising stock-market volatility and increasing interest rates have left many institutional investors wondering where capital appreciation will come from in their portfolios. To cushion against a market dislocation, the active quant equity team at State Street currently sees opportunities in utilities, financials, industrials and select cyclicals.

P&I Content Solutions Group

Target-Date Funds

P&I Content Solutions Group

This supplement takes a deep dive into the latest in target-date design, including the question of custom vs. off-the-shelf. In addition, our expert panelists discuss what’s new in the world of glidepaths.

P&I Content Solutions Group

The Long and Unwinding Road: Opportunities in Fixed Income Amidst the End of the QE Era

P&I Content Solutions Group

In this Q&A, Mark Vaselkiv, chief investment officer of fixed income at T. Rowe Price Group, and Samy Muaddi, emerging markets portfolio manager, answer these questions and discuss where they are finding opportunities, as well as how fixed income can play an increasingly critical role in institutional asset owners’ portfolios.

P&I Content Solutions Group

A Goldilocks moment has plan sponsors taking risk off the table

P&I Content Solutions Group

More defined benefit plan sponsors are taking advantage of their pensions’ improved funded status — thanks to the bull market in stocks and rising interest rates — by moving assets out of equities and into fixed-income securities. Their goal: Reduce balance-sheet volatility and better match assets with liabilities.

P&I Content Solutions Group

How to navigate market noise to build a portfolio that will perform

P&I Content Solutions Group

Volatility is not likely to subside to 2017 levels anytime soon, with interest rates on the rise, uncertainty about a trade war in the air and jittery investors ready to react to any hint of good or bad news.

P&I Content Solutions Group

Pension Derisking Comes of Age

P&I Content Solutions Group

In this round table discussion, Gary Veerman, head of LDI solutions at Capital Group, François Pellerin, an LDI strategist in the fixed-income division at Fidelity Management & Research Co., and James So, a product specialist at Western Asset Management Co., discuss how plan sponsors are approaching pension derisking, what mistakes they often make and what the future holds.

P&I Content Solutions Group

Alternative Beta: A strategy that hits the portfolio sweet spot

P&I Content Solutions Group

One strategy that can offer diversification and exposure to alternative strategies without the cost of supposed alpha is alternative beta. Alternative beta strategies aim to provide investors with absolute returns with low correlation to traditional markets.

P&I Content Solutions Group

Changing Hands: Why Banks Have Divested Their Fixed-Income Index Businesses, and What That Means for Investors

P&I Content Solutions Group

The shift of indexes from bank providers to third parties is the culmination of several factors that have built over time, which have driven banks to tighten their focus on core competencies and fostered the rise of independent index providers.

P&I Content Solutions Group

Emerging markets

P&I Content Solutions Group

This supplement covers all the major areas of emerging markets that matter to investors: equities, fixed income and debt and, of course, China. In addition, our experts frame the discussion in light of global economic growth, a weakening U.S. dollar and global trade uncertainty.

Archived Content Solutions by Topic

All Content Solutions are published by the P&I Content Solutions Group, a division of Pensions & Investments. The content was not written by the editors of the newspaper, Pensions & Investments, and does not represent the views of the publication, or its parent company, Crain Communications.

For more information on Content Solutions and the P&I Content Solutions Group, please contact Greg Crawford at gcrawford@pionline.com or 212-210-0424.