Latest White Papers

Why We Favor European Equities

Published by: WisdomTree

We believe that, more than ever, fundamental strength should drive the relative performance among global equity markets going forward. Investors’ willingness to pay might be more constrained and bound by the rising uncertainty imposed by the divergence of major global monetary policies.

Risk Tolerance: From the mind of the TDF investor

Published by: Vanguard

In this second of three papers, Vanguard experts present key findings from Vanguard's target-date fund investor survey.

China: In the Slough of Despond

Published by: Baillie Gifford International LLC

Baillie Gifford’s Richard Sneller holds his ground amid the cacophony of doomsayers anticipating Chinas imminent economic collapse, stating his belief in a further prolonged period of Chinese growth on the back of structural alterations to four factors of production.

Target-Date Funds Roundtable

Published by: P&I Content Solutions Group

P&I and a panel of experts look ahead to the ways target-date funds continue to evolve to further enhance Americans’ retirement security.

Rightsourcing

Published by: BNY Mellon and P&I Content Solutions Group

Changing dynamics in investment management and related operations have driven some asset owners to add new asset classes to their internal mix, while others choose to outsource the associated investment operations. BNY Mellon and Pensions & Investments conducted a survey to examine the decisions that asset owners face when structuring an asset management model.

Preparing for Pension Risk Transfer

Published by: Prudential Retirement

Pension risk transfer activity in the U.S. exceeded $14B in 2015. Given the increasing number of buy-out transactions, and the volatility and increasing costs associated with DB plans, plan sponsors are finding their boards of directors eager to understand how to execute a buy-out solution.

A Silver Lining: The Investment Implications of an Aging World

Published by: PGIM

For the first time in recorded history, the old will outnumber the young. This unprecedented aging of the global population has profound consequences for individuals, businesses, governments, and investors.

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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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