Latest White Papers

Global Real Estate: Investment Themes and Opportunities

Published by: Prudential Real Estate Investors

Investments in commercial real estate present a compelling opportunity for investors seeking attractive risk-adjusted returns. As optimism for the global economy increases, Prudential Real Estate Investors expects higher growth, value-add real estate strategies to grow in prominence among investors and lenders.

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.

Managing Risk: The Active Approach

Published by: OppenheimerFunds

Risk is not a burden to bear. Itís a byproduct of active investing and a tool to tap opportunities that a passive strategy doesn't seek. Taking risk is not the same as using it actively toward a set of objectives.

SURVEYING THE WORLD Making the Most of Global Allocations Requires A Deeper Look into Individual Companies and Markets

Published by: Aberdeen Asset Management

Download Aberdeen Asset Management's survey and white paper and get a deep dive into global perceptions of corporate governance, macroeconomic expectations over the next 10 years by region, use of actively managed strategies, currency hedging practices, and much, much more.

The QDIA Decision: Does Your Strategy Align with Plan Goals and Demographics?

Published by: Manning & Napier

This paper, a collaboration with Fred Reish and Bruce Ashton, discusses how plan demographics and sponsor goals may influence the QDIA selection process.

Trading Costs Are Very Real - Perspectives for Global Equity Investors

Published by: INTECH

The performance of a portfolio reflects the manager's investment process and their ability to control trading costs. This paper discusses some of the measurement tools and best practices used to help constrain trading costs, both of which are critical to potentially achieving the highest returns and preserving alpha.

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.

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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For more information on submitting a white paper, please contact Richard Scanlon at or 212-210-0157.