Latest White Papers
Published by: Prudential Retirement
With more than 7,000 plans now offering Prudential’s in-plan guaranteed retirement income option, we conducted studies to determine how in-plan guaranteed retirement income options have impacted participants' preparedness for retirement and improved their retirement outcomes. This paper details the findings.
Published by: Russell Investments
Foreign exchange (FX) transactions can be significant components of financial transactions, yet most are not measured—which makes managing costs difficult, if not impossible. This paper explores strategies that could be implemented to maximize the value of FX transactions.
Published by: MFS
"Lengthening the investment time horizon" highlights the way in which investors are increasingly short term in their orientation, posits reasons for this, and argues that an investment arbitrage opportunity exists for differentiated performance when securities are held for longer time periods.
Published by: INTECH
This paper explores a dynamic risk-reduction approach to equity management that defies conventional wisdom, is easily understood, simpler to implement and more reliable than trying to time the market between defensive and core portfolios based on changing market conditions.
Published by: PowerShares
While millions of investors have discovered the liquidity advantages of ETFs, most take for granted the underlying “machinery” that makes this possible. This report offers an overview of the participants, concepts and working terminology that enable liquid ETF trading.
Published by: Vanguard
In this research paper, the authors identify a number of TDF features that plan sponsors must consider in any due-diligence, cost-benefit analysis of customized versus proprietary TDF programs.
Published by: Jensen Investments
This report describes the various ways in which businesses create or destroy value over time. Multiple tools exist for business leaders to boost a company’s intrinsic value. As portfolio managers, It is our job to assess a company’s ability to use those tools to drive business value well into the future. Learn More at www.jenseninvestment.com.
Published by: OFI Global
OFI Global has been investing globally for a number of decades, and we've learned that during certain periods, market participants underappreciate the fundamental attributes of truly well-run businesses, and that this dynamic can lead to compelling entry points.
Published by: Prudential Fixed Income
Prudential Fixed Income discusses the value of modeling the embedded optionality in high yield bonds and bank loans and why it has become more relevant in the current environment. (The second paper of a two-part series.)
Published by: HSBC
Active and passive-management have benefitted from increasing securitization of capital, but a successful synthesis of both has been lacking. Without destroying either traditional active and passive, smart beta may offer an alternative that combines the best of both.
Published by: Schroders
US DB pension plans experienced a significant improvement in their funded status. Fiduciaries concerned about funding level volatility will consider de-risking by moving into longer duration bonds to lock investment gains and match the profile of their assets and liabilities.
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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