Latest White Papers
Published by: Prudential Financial
As stable value's popularity grows, an understanding of the asset class is essential. This paper provides a concise overview of stable value, including how it works, its role in defined contribution plans and where it is poised to expand.
Published by: WisdomTree Asset Management, Inc.
The fundamental WisdomTree believes to be the strongest indicator of underlying value is the dividend. WisdomTree’s dividend-weighted Indexes allocate weights to stocks and countries by treating all dividends equally. Read more in our whitepaper “The Dividends of a Dividend Approach.”
Published by: TIAA-CREF Asset Management
Differences in target-date fund (TDF) design can make a big difference in retirement savings and income. TDFs with a “Through” retirement glidepath can increase savings and provide more effective protection against longevity risk, compared to TDFs with a “To” glidepath.
Published by: Charles Schwab Investment Management
Target-Date Funds are excellent low-maintenance retirement investment vehicles that have been developed to assist investors as they save for retirement. In this white paper, we will highlight the broad benefits they have provided to investors in various stages of life.
Published by: Vanguard
How America Saves analyzes saving, investing, and account activity trends in defined contribution plans at Vanguard. It offers useful insights into current issues, including employer contribution trends, automatic plan features, use of target-date funds, and use of advice services.
Published by: Western Asset
Will recent GDP data showing weak US economic growth lead the Fed to delay raising rates? No, says Western Asset's John Bellows, because the Fed's focus is on inflation and jobs -- and a medium-term time frame.
Published by: Calamos Investments
A compendium of analysis from our global investment team. Commentary topics include global secular growth trends, global financial disintermediation, perspectives on biotechnology, economic reforms as a catalyst for investment opportunity, and emerging market growth as a tailwind for automation.
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.
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.
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: FTSE Russell
There is no denying smart beta has arrived and will continue to transform and impact the investment landscape. The most recent findings provide investors with further insights into the adoption and use of smart beta strategies among institutional asset owners.
Published by: P&I Content Solutions Group
Plan sponsors should start thinking of their defined contribution plans as retirement income vehicles rather than as just savings plans. By reframing the purpose of the defined contribution plan, say the three industry experts that P&I brought together for a wide-ranging discussion, the spotlight moves from simple accumulation to the drawdown phase, providing income to participants in retirement.
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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