Latest White Papers

Rapid Evolution - 10 years of Investing in Emerging Markets Local Debt

Published by: T. Rowe Price

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 Science of Superior Service research

Published by: Wells Fargo Asset Management

Gain insight into what plan sponsors really want Our Science of Superior Service research reveals what sponsors want and what you’re delivering may be light years apart. Access research now

Making STRIDEs in Evaluating the Performance of Retirement Solutions

Published by: S&P Dow Jones Indices

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.

Emerging Markets at the Crossroads

Published by: PGIM

Engines of EM growth will be reshaped over the next decade. Which opportunities and risks should investors focus on?

Climate change: redefining the risks using Carbon VaR

Published by: Schroders

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.

The Chairman – How Xi Jinping is shaping China’s future

Published by: Aviva Investors

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.

The growth of passive investing: Has there been an impact on the US equity market?

Published by: FTSE Russell

What could the growth of passive investing mean for the market? Learn more about the influences at play on the markets, the investment industry and pricing.

A Smart Beta Approach For Corporate Bonds: Screen For Quality, Tilt Toward Income

Published by: WisdomTree

“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.

What Does the Future Hold for Infrastructure Investing?

Published by: P&I Content Solutions

This roundtable defines and identifies opportunities in infrastructure investing, explains the nuances of investing via public and private markets, and breaks down due diligence best practices.

Invested in Disruption

Published by: State Street Global Advisors

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.

Active Managers Well Positioned for Shifting Global Economy

Published by: ClearBridge Investments

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.

Rethinking Portfolio Analysis - Living Standard Risk & Reward Over the Life Cycle

Published by: Mackenzie Investments

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.

Bond Market Complexities Warrant a Smarter Approach to Indexing

Published by: T.Rowe Price

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.

From Stall Speed to Reflation: A Turning Point for Investing

Published by: PineBridge Investments

Markets have finally entered a new regime of improving confidence, growth, leverage, and prices. For investors, success ahead will require a more active approach.

The Pension Plan Underfunding Dilemma: Analyzing The Trends

Published by: Conning

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.

A Birds Eye View of Real Estate Markets: 2017 Update

Published by: PGIM Real Estate

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.

Decumulation in Defined Contribution: The second act

Published by: BlackRock

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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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.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.