Latest White Papers
Published by: Prudential Fixed Income
In recent weeks, the effectiveness of monetary policy has been questioned. This paper highlights the circumstances that have led up to the change in market perception and discusses the need for a comprehensive policy response to mitigate systemic risks.
Published by: Prudential Retirement
Pension risk transfer activity in the U.S. exceeded $14B in 2015. Given the increasing number of buy-out transactions, and the volatility and increasing costs associated with DB plans, plan sponsors are finding their boards of directors eager to understand how to execute a buy-out solution.
Published by: Vanguard
In this third of three papers, Vanguard experts present key findings from Vanguard's target-date fund investor survey.
Published by: Jensen Investment Management
At Jensen, we define quality somewhat differently. We invite you to read the article below, as we explore the pros and cons of our unique definition of quality and how it relates to the broader market landscape through various market cycles.
Published by: State Street Global Advisors
Today's low-return and volatile markets are prompting investors to reconsider traditional investment approaches.Our latest issue of the Investment Quarterly Magazine focuses on a growing movement toward factor-based investing.
Published by: S&P Dow Jones Indices
As the ongoing shift from DB to DC continues, individuals are challenged with the burdens of long term investing and judiciously transitioning to income generation. Learn how the S&P STRIDE Indices offer an innovative approach to these significant hurdles.
Published by: Baillie Gifford International LLC
Baillie Gifford’s Richard Sneller holds his ground amid the cacophony of doomsayers anticipating Chinas imminent economic collapse, stating his belief in a further prolonged period of Chinese growth on the back of structural alterations to four factors of production.
Published by: Standard Life Investments
As more investors recognize the potential benefits of a multi-asset approach, we explore how best to assess multi-asset outcomes. Investors should look beyond simple correlation to deepen understanding of the strategies and gain real insight into their underlying drivers.
Published by: Berenberg Asset Management
Emerging market currencies present an interesting conundrum to global investors. Berenberg explores the options available for dealing with this unrewarded and often times costly risk.
Published by: Vanguard
In this second of three papers, Vanguard experts present key findings from Vanguard's target-date fund investor survey.
Published by: Wells Fargo Asset Management
Looking for the key to unlock sponsor satisfaction? The Formulas for Satisfaction guide reveals what sponsors expect from top retirement advisors and provides actions you can take to improve your relationships.
Published by: PGIM
For the first time in recorded history, the old will outnumber the young. This unprecedented aging of the global population has profound consequences for individuals, businesses, governments, and investors.
Published by: P&I Content Solutions Group
The sharp drop in stock prices at the beginning of the year, followed by a quick rebound, led many investors — both institutional and retail — to conclude volatility had once again reared its ugly head. In this round table discussion, Paul Ehrlichman from ClearBridge Investments, Tom Lee from Parametric, and Jeffrey H. Snyder from Cammack Retirement Group, discuss how investors — and their portfolios — can weather the storm.
Published by: Fischer Francis Trees & Watts, a BNP Paribas Investment Partner
Institutional portfolios typically hold a significant allocation of foreign currency denominated assets. Left unmanaged, this currency exposure receives little or no risk premium and adds unwanted volatility. This paper outlines best-practice solutions to be considered when addressing currency exposures.
Published by: WisdomTree
We believe that, more than ever, fundamental strength should drive the relative performance among global equity markets going forward. Investors’ willingness to pay might be more constrained and bound by the rising uncertainty imposed by the divergence of major global monetary policies.
Published by: Community Capital Management, Inc.
Correlations between equity and corporate fixed income indices have historically been highest during times of negative equity returns, thus reducing the benefits of diversification. The paper discusses why taxable municipals can be a great alternative to corporate bonds in diversified portfolios.
Published by: State Street Corporation
“Pensions with Purpose: Meeting the Retirement Challenge,” is based on a global survey of 400 pension funds and interviews with more than 40 industry experts. The study reveals that pension fund leaders are building internal expertise while reinforcing risk and governance frameworks for long-term strength and agility.
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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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