Latest White Papers

Brexit and the Long Term

Published by: P&I Content Solutions Group

In this roundtable discussion, Adrian Helfert from Amundi Smith Breeden, Arnab Das from Invesco Fixed Income, and Ellen Gaske from Prudential Fixed Income, explore the impact of the Brexit vote, what investors need to know now and where long-term investment opportunities lie.

A powerful combination: Target-date funds and managed accounts

Published by: Vanguard

Cynthia Pagliaro and Stephen Utkus, Vanguard Center for Retirement Research, explain how a combination of target-date funds and managed accounts can work with all your plan participants.

Holistic DC

Published by: P&I Content Solutions Group

Taking a broad look at defined contribution plans that goes beyond investment lineups and return stats to include communication and engagement with participants.

The timeless case for floating-rate loans as a strategic allocation

Published by: Eaton Vance Management

Floating-rate loans deserve consideration as a strategic portfolio allocation.

The Ease of Automation and Guaranteed Lifetime Income

Published by: Prudential Financial, Inc.

Prudential Retirement commissioned a survey that asked plan participants their thoughts on plan design features. This whitepaper takes an in-depth look at the findings and suggests ways for plan sponsors to better meet participant needs and expectations.

Central Banks of the World: Yield to the Markets!

Published by: Prudential Fixed Income

Are overzealous monetary policies contributing to market volatility? Are the aggressive policies of the BoJ and ECB inflicting more harm than good? We also consider where policies are headed next and why this should support the bond markets.

Smart Beta and the Evolution of Factor-Based Investing

Published by: PNC Capital Advisors

Recently, smart beta strategies have captured the attention of many investors. In Smart Beta and the Evolution of Factor-Based Investing, PNC Capital Advisors, a long-standing advocate and practitioner of factor-based investing, discusses smart beta and the progression to factor-based investing.

Key Fault Lines in the Global Earthquake Zone

Published by: Prudential Fixed Income

Slow economic growth. Mountains of debt. Central bank buying. Negative bond yields. Rising inequality. Find out how the macroeconomic and policy failures of developed economies led to rising political risk, how these risks interact, and the implications for fixed income strategies.

Dividend-Weighting Equity Markets: 2006Ė2016

Published by: WisdomTree

The question we posed more than a decade ago, and that many investors are asking today, is this: Despite great strengths compared to active managers, are cap-weighted indexes optimal from an investment perspective? Or can alternatively weighted indexes serve passive investors better than index funds based on traditional benchmarks?

Rising interest rates: Weighing risk for TDF retirees

Published by: Vanguard

Vanguard discusses how a higher interest rate environment might impact investors who rely on target-date funds in retirement. The authors argue that a hike in interest rates can be positive for retirees, particularly if it coincides with economic growth.

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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