Latest White Papers

IQ Magazine: The New Investment Reality

Published by: State Street Global Advisors

Today's low-return and volatile markets are prompting investors to reconsider traditional investment approaches.Our latest issue of the Investment Quarterly Magazine focuses on a growing movement toward factor-based investing.

Not All Quality is Created Equal

Published by: Jensen Investment Management

At Jensen, we define quality somewhat differently. We invite you to read the article below, as we explore the pros and cons of our unique definition of quality and how it relates to the broader market landscape through various market cycles.

Are Central Banks Losing Their Mojo?

Published by: Prudential Fixed Income

In recent weeks, the effectiveness of monetary policy has been questioned. This paper highlights the circumstances that have led up to the change in market perception and discusses the need for a comprehensive policy response to mitigate systemic risks.

Managing Volatility

Published by: P&I Content Solutions Group

The sharp drop in stock prices at the beginning of the year, followed by a quick rebound, led many investors — both institutional and retail — to conclude volatility had once again reared its ugly head. In this round table discussion, Paul Ehrlichman from ClearBridge Investments, Tom Lee from Parametric, and Jeffrey H. Snyder from Cammack Retirement Group, discuss how investors — and their portfolios — can weather the storm.

Retirement: From the mind of the TDF investor

Published by: Vanguard

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

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.

Choices to Address Foreign Currency Exposure

Published by: Fischer Francis Trees & Watts, a BNP Paribas Investment Partner

Institutional portfolios typically hold a significant allocation of foreign currency denominated assets. Left unmanaged, this currency exposure receives little or no risk premium and adds unwanted volatility. This paper outlines best-practice solutions to be considered when addressing currency exposures.

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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