Emerging markets have evolved considerably in the last 10 years ago. However, dispersion of performance between individual emerging markets countries is still evident, reinforcing our view that an active management approach is the best way to approach the asset class.
The S&P Shift to Retirement Income and Decumulation (STRIDE) Index Series incorporates an innovative risk management framework focused on providing increasing levels of clarity and stability around sustainable annual consumption in retirement. This paper tests S&P STRIDE’s approach to consumption risk management and asset allocation over the period 2003 to 2016.
We’re concerned that investors are focused more on urging action than developing risk management solutions. With nearly 20% of corporate earnings potentially depleting to meet carbon price targets, we introduce Carbon VaR as a new tool to manage climate risks.
Xi Jinping is set to begin another term as Chinese President--and become the most powerful Chinese leader since Chairman Mao. What does this mean for China and the world? Find out in the latest AIQ magazine from Aviva Investors.
“Smart beta” or fundamentally weighted strategies have become an increasingly popular way for investors to allocate to equity markets in recent years, as weighting by market capitalization does not always lead to the most efficient portfolio. This trend has been slower to develop in fixed income, but our sense is that this may be starting to change.
Disruptive forces across markets, industries and global demographics are driving new thinking and opportunities for investors. Our Investment Quarterly magazine analyses the trends and how investors can capitalize on them.
The global economy is entering a period of balanced growth that should alter how equities are valued and create greater opportunities for active managers. Characteristics unique to international markets should allow active managers to capitalize on trend changes and mispriced stocks.
Research shows that a life-cycle financial planning framework can help investors reduce “living standard risk”. The paper “Rethinking Portfolio Analysis: Living Standard Risk and Reward over the Life Cycle” says this framework can help improve investors’ spending and investment decisions.
Passive portfolios often fail to fully deliver benchmark returns on a consistent basis due to the complexities and inefficiencies of fixed income markets. In light of these realities, investors could benefit from a smarter approach to bond indexing.
Getting you to your destination while avoiding turbulence along the way.
At Conning, our experienced Liability-Driven Investment (LDI) team delivers customized investment solutions for pension plans throughout their de-risking journey. For more than 30 years, we have delivered innovative, asset liability focused investment mandates for pension plan and insurance clients, and our commitment to disciplined pension risk management is the cornerstone of our LDI philosophy.
With real estate becoming more firmly established in the wider multi-asset investment universe, it’s important for investors to understand the scale of its opportunity set. In this paper, PGIM Real Estate estimates the size of real estate markets around the world.
Is your DC plan ready for the shift from saving to retirement spending? As today’s employees retire, they will increasingly want (and need) assistance to translate their retirement assets into income. Explore how DC plans can help provide a solution.
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