Latest White Papers

Charting The Course: A Framework to Evaluate Pension De-Risking Strategies

Published by: Ernst & Young LLP

Volatile market returns and depressed interest rates combined to make managing defined benefit plans challenging. This paper by Ernst & Young LLP, commissioned by Pacific Life Insurance Company, is a comparison of the various solutions available to plan sponsors.

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.

Retirement Income Among Wealthier Retirees

Published by: Vanguard

This research paper studies wealthier retirees and finds different retirement income profiles with implications for advice and guidance to the retiring.

China Marks a New Reality for Emerging Markets

Published by: HSBC

The potential slowdown of economic growth in China is much-debated. Here, we focus on the changing composition of the Chinese economy as it transitions from primarily investment-led to consumer-led growth and the implications for other emerging markets.

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.

Socially Responsible Investing: Delivering competitive performance

Published by: TIAA-CREF

A TIAA-CREF analysis shows that SRI indexes delivered market-like returns and risk over the long term. Performance was comparable to broad market indexes, despite using a smaller universe of stocks meeting environmental, social, and governance (ESG) criteria.

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.

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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.