Latest White Papers

Why Human Capital Matters to Retirement Plan Design

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.

Lengthening the Investment Time Horizon

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.

Smart Beta: A Deeper Look at Asset Owner Perceptions

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.

Managing Risk: The Active Approach

Published by: OppenheimerFunds

Risk is not a burden to bear. Itís 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.

The Evolution of Smart Beta ETFs

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.

Global Real Estate: Investment Themes and Opportunities

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.

Trading Costs Are Very Real - Perspectives for Global Equity Investors

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.

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