Latest White Papers
Published by: Vanguard
This research paper studies wealthier retirees and finds different retirement income profiles with implications for advice and guidance to the retiring.
Published by: Invesco PowerShares
Invesco PowerShares partnered with Cogent Research, a division of Market Strategies International, to conduct a research project on the smart beta trend. The Evolution of Smart Beta ETFs Report by Cogent confirms that the use of smart beta ETFs among institutional decision makers is poised for continued growth.
Published by: Ernst & Young LLP
Volatile market returns and depressed interest rates combined to make managing defined benefit plans challenging. This paper by Ernst & Young LLP, commissioned by Pacific Life Insurance Company, is a comparison of the various solutions available to plan sponsors.
Published by: TIAA-CREF
A TIAA-CREF analysis shows that SRI indexes delivered market-like returns and risk over the long term. Performance was comparable to broad market indexes, despite using a smaller universe of stocks meeting environmental, social, and governance (ESG) criteria.
Published by: Schroders
Enjoy Schroders' thought leadership on measuring and managing volatility, putting a premium on risk, a guide to insurance-linked securities, breaking the link to benchmarks, a smarter alternative to smart beta and why a more involved portfolio manager can create better returns.
Published by: Manning & Napier
This paper, a collaboration with Fred Reish and Bruce Ashton, discusses how plan demographics and sponsor goals may influence the QDIA selection process.
Published by: Artisan Partners
Artisan Partners examines active share, a metric which can help investors identify degrees of active management, and the correlation between high active share and benchmark outperformance.
Published by: Quantitative Management Associates
In October of 2014, investors were tested as stock fell sharply. Investors had to ask themselves, is this decline the beginning of something worse? At QMA, we've developed a framework to help address this question that we call RSVP.
Published by: Morningstar
Should your industry affect your retirement plan design? Whether your employees are oil workers in Houston or stock brokers in Minneapolis, vocation and location should have an impact on their retirement planning.
Published by: Russell Investments
Smart beta poses an interesting opportunity and challenge for asset owners, managers and consultants as the industry discussion evolves. This report of survey findings provides insights into the asset owner evaluation process and outlook on smart beta.
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: HSBC
The potential slowdown of economic growth in China is much-debated. Here, we focus on the changing composition of the Chinese economy as it transitions from primarily investment-led to consumer-led growth and the implications for other emerging markets.
Published by: Prudential Fixed Income
As China faces its monumental economic transition, Prudential Fixed Income provides its growth outlook for the world's largest exporter, along with its views of the financial and real estate sectors, before concluding with the consequent investment implications.
Published by: Charles Schwab
China and other emerging market countries represent significant investment opportunities. There are also a number of risks, including geopolitical risks, economic uncertainty, currency fluctuations, and a lack of open and regulated financial markets. The challenge for investors is how to efficiently access these markets.
Published by: INTECH
The performance of a portfolio reflects the manager's investment process and their ability to control trading costs. This paper discusses some of the measurement tools and best practices used to help constrain trading costs, both of which are critical to potentially achieving the highest returns and preserving alpha.
Published by: Prudential Real Estate Investors
Investments in commercial real estate present a compelling opportunity for investors seeking attractive risk-adjusted returns. As optimism for the global economy increases, Prudential Real Estate Investors expects higher growth, value-add real estate strategies to grow in prominence among investors and lenders.
Published by: OppenheimerFunds
Risk is not a burden to bear. It's a byproduct of active investing and a tool to tap opportunities that a passive strategy doesn't seek. Taking risk is not the same as using it actively toward a set of objectives.
SURVEYING THE WORLD Making the Most of Global Allocations Requires A Deeper Look into Individual Companies and Markets
Published by: Aberdeen Asset Management
Download Aberdeen Asset Management's survey and white paper and get a deep dive into global perceptions of corporate governance, macroeconomic expectations over the next 10 years by region, use of actively managed strategies, currency hedging practices, and much, much more.
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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