Asset Owners

Emerging Markets: Countries and Companies Matter

Published by: Charles Schwab

China and other emerging market countries represent significant investment opportunities. There are also a number of risks, including geopolitical risks, economic uncertainty, currency fluctuations, and a lack of open and regulated financial markets. The challenge for investors is how to efficiently access these markets.

How America Saves 2014: A report on Vanguard 2013 defined contribution plan data.

Published by: Vanguard

How America Saves is a valuable reference tool providing analysis of the saving and investing trends in DC plans at Vanguard. The report also offers insights into current issues affecting DC plans including: contribution trends, automatic plan features, use of target-date funds, and use of advice.

Investing in emerging markets bonds in an unconstrained framework

Published by: HSBC Global Asset Management

Benchmarks serve a clear purpose in investment management, providing starting points for portfolio construction and evaluation of performance versus passive alternatives. We describe a different way to establish a strategic allocation to emerging markets bonds through a benchmark agnostic approach.

Better Participant Outcomes Through In-Plan Guaranteed Retirement Income

Published by: Prudential Retirement

With more than 7,000 plans now offering Prudential's in-plan guaranteed retirement income option, we conducted studies to determine how in-plan guaranteed retirement income options have impacted participants' preparedness for retirement and improved their retirement outcomes. This paper details the findings.

Good Pension Governance: There Is An ROI

Published by: Buck Consultants

Swaptions: A better way to express a short duration view

Published by: Legal & General Investment Management America

Lifetime Retirement Income: Annuities and Beyond

Published by: Arnerich Massena, Inc.

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 rscanlon@pionline.com or 212-210-0157.