Latest White Papers

A different kind of target-date investor

Published by: Vanguard

In A different kind of target-date investor, from Vanguard Center for Investor Research, authors examine how participants become mixed target-date investors, determine if the concerns raised about mixed target-date investors are valid, and suggest measures to avoid such risks.

Retirement distribution decisions among DC participants

Published by: Vanguard

The majority of retirement-age DC plan participants leave their plan within five years of separation from service. Participants are more likely to remain when plans permit flexible distributions, having implications for target-date fund design and retirement income programs.

Investment Quarterly: The New Active

Published by: State Street Global Advisors

The combination of factor investing and technology is transforming active management. In this issue we showcase how our active quant heritage equips us to build more robust factor-based alpha models.

ESG Today: Implementing Change

Published by: P&I Content Solutions Group

Jackie VanderBrug, managing director and investment strategist at Bank of America Global Wealth & Investment Management Chief Investment Office; Bruno Bertocci, senior portfolio manager and managing director at UBS Asset Management; and Tim Barron, chief investment officer at Segal RogersCasey, discuss advances in ESG in terms of impact, measurement and building customized solutions, and explain how integrating ESG factors can improve returns and reduce risk.

Multi-Asset Strategies: Giving asset owners peace of mind in today’s uncertain investment environment

Published by: P&I Content Solutions

In this round table, James Macey, portfolio manager for Franklin Templeton Solutions, Ashwin Alankar, global head of asset allocation and risk management for Janus Capital Group, and Michael J. Kelly, global head of multi-asset for PineBridge Investments, discuss what multi-asset strategies can deliver, what they can’t deliver and how investors can use them to help meet their return objectives.

A Case for Dividend Growth Strategies

Published by: S&P Dow Jones Indices

Dividend strategies have gained a foothold with market participants seeking potential outperformance and attractive yields in the low-rate environment since 2008. Stocks with a history of dividend growth could present a compelling investment opportunity when rates are rising.

Building a Smart Beta Core U.S. Equity Allocation in Mid- and Small Caps

Published by: WisdomTree

This paper will discuss what WisdomTree believes is one key factor to building smart beta indexes for U.S. equities: profitability. Incorporating profitability into the selection and weighting of its components is one element that sets WisdomTree apart in its earnings family of Indexes.

Schroders' Global Investor Study (pension fund investors) – Focusing on investment outcomes and ESG issues

Published by: Schroders

A new political and economic landscape is changing investors’ priorities and approach. The Schroders Global Investor Study shows that a focus on investment outcome rather than relative return is fuelling a significant rise in multi-asset and smart beta investing.

Real Assets: No Time Like the Present

Published by: P&I Content Solutions Group

Tony Charles, global head of research and strategy for Morgan Stanley Real Estate Investing, Jim Clark, senior vice president and client portfolio manager at Nuveen Asset Management, and George Milling-Stanley, head of gold strategy at State Street Global Advisors, provide insight into why and how real assets can be a reliable investment choice today.

An examination of global asset allocation and home bias

Research has found that asset allocation is the key driver of return variability for a diversified portfolio. Vanguard offers clarity with two questions: How does asset allocation affect risk/return expectations? And how much home bias is reasonable?

Archived White Papers by Topic

All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.

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