Latest White Papers
Published by: Western Asset Management
While investors are understandably concerned about the Fed’s timetable for rate increases, there are bigger issues to think about: growth and inflation. Spread sectors seem to be bracing for the worst; see why Western Asset CIO Ken Leech believes that the reality may not be as dire as the markets appear to think.
Published by: Vanguard
Learn the key differences between smart beta and traditional market-cap-weighted indexing strategies.
Published by: PineBridge Investments
It's time for investors to reset and evaluate their traditional fixed income portfolio positioning for a new type of rate cycle. Successfully adapting will require repositioning allocations to navigate what's on the horizon. Learn how to prepare for what's next.
Published by: HSBC Global Asset Management
The growth of Emerging Markets Debt (EMD) comes with considerable complexity, and many investors are not fully aware of their exposures to this multi-dimensional asset class. Here we analyze and evaluate the factors driving EMD returns and discuss how to build efficient, well-diversified EMD portfolios.
Published by: Berenberg Asset Management LLC
Annual volatility and end-of-period asset value can have a meaningful effect on institutional investors. Most investment committees are not set up to make tactical allocations at times of market stress. Risk overlay solves this problem.
Published by: Eaton Vance
The growth of index-based investing in emerging-market debt exposes such strategies to increasing levels of systemic, developed-market risk. Actively managed strategies that incorporate off-benchmark countries are essential to building portfolio allocations that are more closely aligned with unique emerging-market fundamentals.
Published by: Morningstar Investment Management
You’ve read the headlines about retirement: employees aren’t prepared and employers aren’t confident. Retirement is in trouble. But the path toward solving the problem isn’t as well-defined. Download Whitepaper from Morningstar Investment Management: How Can You Help Your Employees Retire?
Published by: QMA
Real assets have found a place in the strategic asset allocation mix of most institutional investors and can play many roles in a diversified portfolio, including total return potential, diversification from low correlations, and inflation sensitivity.
Published by: Aberdeen Asset Management
With emerging market debt it may pay to be adventurous and blended. Constructing an optimal portfolio across countries, instruments and industries helps diversify your fixed income approach. With 70 emerging market investment professionals, Aberdeen roams the globe for sources of income and yield.
Published by: State Street Global Advisors
After a horrible year for many active managers, Marcus Schulmerich argues that we’re entering one of those periods that should be considerably friendlier for active management. Yet, in some ways that only increases the challenge of distinguishing true active alpha from more systematic approaches disguised as alpha.
Published by: ClearBridge Investments
Think international small cap performance is mainly driven by faster growth, less analytical coverage and shorter operating history? Think again. Momentum plays an often overlooked role—yet it can enhance return potential when captured with a multi-dimensional view.
A (mis)calculated risk: How focusing on the wrong risk has undermined wealth preservation strategies
Published by: Schroders
Finding an innovative and balanced growth and preservation strategy is the next frontier for successful wealth preservation. How prepared are you for this journey? At Schroders, innovation and forward-thinking are part of our 210-year investment heritage. Find out 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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