Latest White Papers

Investment Horizons

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.

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.

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.

China's Challenging Road Ahead

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.

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.

The QDIA Decision: Does Your Strategy Align with Plan Goals and Demographics?

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.

Emerging Markets: Countries and Companies Matter

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.

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.

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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.

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