Published by: Capital Group, Fidelity Management & Research Co, Western Asset Management Co.
In this round table discussion, Gary Veerman, head of LDI solutions at Capital Group, François Pellerin, an LDI strategist in the fixed-income division at Fidelity Management & Research Co., and James So, a product specialist at Western Asset Management Co., discuss how plan sponsors are approaching pension derisking, what mistakes they often make and what the future holds.
As a long-standing provider of employee benefits; Prudential sponsored a survey to gain perspective on how employers think about their benefits programs overall, and gauge the role that financial wellness programs play.
Published by: Aberdeen Standard Investments, Invesco
In this round table discussion, K. Stuart Peskin, investment director at Aberdeen Standard Investments, Danielle Singer, portfolio director, multi asset, at Invesco, and Mark Andersen, senior vice president at Callan’s Trust Advisory Group, discuss the opportunities and challenges for investors, and the outcome-orientation of multi-asset investing strategies for optimal positioning in all types of market environments.
Emerging market equity (EME) allocations among investor types vary greatly, with renowned institutional endowments significantly overweight the asset class compared to others. While investors have embraced the return potential of private equity, EME allocations generally remain stagnant, with many simply matching their regional allocation to the MSCI All-Country World Index. We assess the differences and encourage return-seeking investors to revisit their EME allocations.
Restrictive trade policies and populist politics are serious hazards for a global economy that is more interconnected than ever before, but new technological advances in automation and artificial intelligence may be even bigger risks to the ongoing pursuit of globalization. Find out why and how investors can respond.
Institutional investors should care about factors. They are systematic drivers of portfolio risk and return and at the heart of risk management tools. A more recent offering is the introduction of smart beta—or factor-investing techniques—to the allocation decision of many institutions.
Equal-weight indices were among the first non-capitalization-weighted indices to emerge as vehicles for passive investments and have demonstrated outperformance in multiple global markets. This paper explores the sources of this outperformance and potential applications of these strategies in a portfolio.
Will today’s workers actually get the short end of the stick when it comes to generating retirement income? Learn more about new tools and information that can help create more consistent spending for future retirees.
Published by: Colliers International & Kutak Rock LLP
This paper describes corporate and governmental organizations appealing alternative funding of pension plan obligations using owned real estate. In a manner consistent with legal and ERISA requirements, large in-kind contribution credits and freedom from future cash payments can be achieved.
Alger asked Greenwich Associates to explore the appetite for and popularity of focused strategies. The Power of Focus: Looking for Alpha in a Sea of Beta indicates that the need for increased alpha is driving the shift toward focused strategies.
The study explores six key themes within the fixed income asset class through the opinions and experiences of 79 leading fixed income specialists across pension funds, sovereign investors, insurers and private banks around the world.
When financial wellness works, we all benefit. It's what Prudential calls "The Wellness Effect." This paper presents Prudential's unique perspectives on financial wellness, along with best practices for implementing financial wellness solutions.
Public companies create impact due simply to their global reach, deep supply chains and communities where they operate. Asset managers can enhance the impact and performance of public equities by actively allocating to those having a positive influence on society and the planet.
Dividends are a key contributor to total equity returns. This paper studies whether incorporating free cash flow yield into dividend analysis can deliver superior risk adjusted returns than pure dividend yield or free cash flow yield portfolios, without sacrificing income.
If we think back to the performance with which we as U.S. investors are most familiar, it is that of U.S. equities. The simple fact has been this: The more exposure one has had to U.S. equities, the better the returns have been over most of the past decade. While we don’t think there are any immediate signs of the U.S. bull market run ending, non-U.S. small caps have begun to outperform U.S. small caps, and their valuation advantage remains compelling.
Xi Jinping is set to begin another term as Chinese President--and become the most powerful Chinese leader since Chairman Mao. What does this mean for China and the world? Find out in the latest AIQ magazine from Aviva Investors.
The S&P Shift to Retirement Income and Decumulation (STRIDE) Index Series incorporates an innovative risk management framework focused on providing increasing levels of clarity and stability around sustainable annual consumption in retirement. This paper tests S&P STRIDE’s approach to consumption risk management and asset allocation over the period 2003 to 2016.
We’re concerned that investors are focused more on urging action than developing risk management solutions. With nearly 20% of corporate earnings potentially depleting to meet carbon price targets, we introduce Carbon VaR as a new tool to manage climate risks.
Is your DC plan ready for the shift from saving to retirement spending? As today’s employees retire, they will increasingly want (and need) assistance to translate their retirement assets into income. Explore how DC plans can help provide a solution.
Disruptive forces across markets, industries and global demographics are driving new thinking and opportunities for investors. Our Investment Quarterly magazine analyses the trends and how investors can capitalize on them.
Can factor investing help target date funds achieve their objectives? Explore how carefully selected smart beta exposures can be implemented within the glidepath to seek additional return for younger participants and reduced volatility near retirement.
Arguments against the ability of active strategies to outperform market benchmarks fail to differentiate the many active management approaches available to investors. A recent ClearBridge analysis identifies turnover rate and number of holdings as determinants of performance among active strategies.
With a wealth of smart beta indices to choose from, market participants may find it difficult to decide when each factor-based strategy is best suited to deliver returns. Is it wise to rely solely on the performance of one factor? If not, what multi-factor approaches could be considered and how effective are they?
The Participant Magazine, State Street Global Advisors Defined Contribution flagship publication, takes a deeper look at longevity in this special issue. It explores how increasing human life spans are creating new opportunities and challenges for retirement savers.
A Northern Trust sponsored survey of 200+ asset managers and investors reveals evolving priorities around transparency and risk, as well as a need for industry consensus with regard to governance. Gain insights into alternatives and download the paper today!
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