Latest White Papers
Published by: Prudential Fixed Income
With the Federal Reserve's days of asset purchases presumably numbered, many investors fear that the recent surge in interest rates signals the onset of the mother of all bond bear markets. But we don't think so.
Published by: Prudential Real Estate Investors
There are many sound financial reasons to include US core commercial real estate as part of a well diversified investment portfolio. This paper, published by Prudential Real Estate Investors, offers several factors for consideration.
Published by: AGF Investments
Learn why understanding the key metrics of economic profit can lead to better global investing.
Published by: Northern Trust DC Solutions Group
More can be done to drive successful retirement outcomes. The 2013 installment of The Path Forward DC research series reveals what participants think about plan sponsors' efforts, identifying actionable – and practical – enhancements to help take plans to the next level.
Published by: Artisan Partners
Almost three billion people are predicted to join the world's middle classes over the next three decades. In this piece, we examine the rapid changes in spending patterns that take place when consumers move into the lower-middle income bracket.
Published by: MFS Investment Management
This paper introduces the concept of using both fundamental and quantitative investment signals within a single portfolio management construction process and considers the way in which it includes elements of both active and passive investing, and has outperformed in different market environments.
Published by: INTECH
Active or passive low-volatility investing? We explain some of the drawbacks associated with passive low-volatility strategies and why an active approach may be more optimal in reducing equity-portfolio volatility, while concurrently protecting long-term returns relative to the cap-weighted index.
Published by: Bank of America
U.S. Trust, Bank of America Corporation works with philanthropic organizations like yours to develop investment strategies that support sustainable spending policies, preserve principal and help ensure your long-term mission is fulfilled.
Published by: Capital Group
Volatility in a target date series is worrisome. But fiduciaries can address both market and longevity risk by choosing a series that shifts the amount and nature of equity exposure — creating a "glide path within a glide path."
Published by: AEI
Public pension plans are being reformed in many states, principally through higher employee contribution rates and lower benefits for new employees. But pension financing will not be stabilized until plans adopt better standards for determining how much they truly owe.
Overcoming Participant Inertia: Automatic Features That Improve Outcomes While Improving Your Plan’s Bottom Line
Published by: Prudential Financial
This research report from Prudential Retirement indicates that the addition of auto-enrollment and auto-escalation features in defined contribution plans may produce markedly higher participation levels and deferral rates, significantly improving the likelihood of successful retirement outcomes
Published by: HSBC Global Asset Management
Double-digit growth last decade, recent volatility and spread compression are causing investors to wonder if the best returns are over for EMD. While historical returns look hard to beat, there are still compelling reasons to maintain or increase strategic allocations.
Published by: Russell Investments
Investors can be overwhelmed by the multitude of strategy indexes offered by index providers. How is an investor to make sense of all this? What are some of the implications of choosing a strategy index?
Published by: Vanguard
Driven almost exclusively by the addition of index target-date options to investment menus, indexing in defined contribution (DC) plans has increased sharply since 2004.
Published by: Morgan Stanley Investment Management
We believe a return to shorter, more modest growth cycles is likely, punctuated by continued volatility. Quality companies—innovative, capital light, well managed and generating strong free cashflows from high returns on capital—are likely best placed to meet this.
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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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