Latest White Papers
Published by: Capital Group
Capital Group outlines a comprehensive way of evaluating target date funds to help satisfy DOL guidelines, while supporting participants’ retirement savings efforts. Learn about the key factors in our white paper. Securities offered through American Funds Distributors, Inc.
Published by: ClearBridge Investments
A significant decline in oil prices has led to increased MLP volatility. However, their fundamentals remain robust. Our latest white paper examines the economics of the U.S. oil and natural gas markets and their impact on the outlook for MLPs.
Published by: INTECH
The debate on the benefits and shortcoming of active versus passive investing rages on! This paper explores where we are in the active-management cycle and why it may be shortsighted to move away from active management at this time.
Published by: Russell Investments
Thousands of corporate pension plans in America have been frozen, while many others are considering such a step. Russell’s Frozen Plan Handbook serves as a simple guide for those who have already frozen—or are considering freezing—their pension plan.
Published by: WisdomTree Asset Management, Inc.
WisdomTree believes currency-hedged investment strategies are growing in prominence due to shifting policy winds among global central banks.
Published by: Prudential Fixed Income
Many asset managers today advocate that plan sponsors consider a risk-reduction strategy called “hibernation”. But just as glidepaths don’t always “glide”, hibernation is not a passive strategy, but one that needs to be carefully watched. In this paper, we consider how the interplay between a smarter hibernation strategy and different de-risking tools can allow a plan to slowly wind down in both size and risk.
Published by: S&P Dow Jones Indices
Investing in infrastructure has become popular among institutional and private investors. Infrastructure assets provide essential services in transport, energy, water, communications and social services. Investment managers may consider different benchmarks depending on their own definition of the investment universe.
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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