Asset Owners

A revolution in equity investing: A deeper dive into non-financial data

Published by: UBS Asset Management

Non-financial data is playing an increasingly important role in equity analysis and investment strategy today. We explain the evolution in equity investing and why non-financial factors matter to financial performance, particularly those that pertain to environmental, social and governance issues.

Overlay or Pray . . .

Published by: Berenberg Asset Management LLC

Annual volatility and end-of-period asset value can have a meaningful effect on institutional investors. Most investment committees are not set up to make tactical allocations at times of market stress. Risk overlay solves this problem.

Adding Value to Your DC Investment Lineup: Global Multi-Sector Fixed Income Strategies

Published by: T. Rowe Price

Core bond strategies remain the primary fixed income option in many defined contribution (DC) plans. However, these allocations may offer only limited diversification and return potential, especially in the current market environment.

Amid Corporate Bond Market Challenges, Achieving Sponsor LDI Objectives Using Custom Benchmarks.

Published by: T. Rowe Price Associates

With higher rates on the horizon, de-risking activity is poised to increase. Plan sponsors should begin preparing for the future today. We present an in-depth look at the challenging corporate credit environment, which demands diligent research and customized LDI solutions.

Emerging Markets Debt: Building Efficient Allocations

Published by: HSBC Global Asset Management

The growth of Emerging Markets Debt (EMD) comes with considerable complexity, and many investors are not fully aware of their exposures to this multi-dimensional asset class. Here we analyze and evaluate the factors driving EMD returns and discuss how to build efficient, well-diversified EMD portfolios.

A (mis)calculated risk: How focusing on the wrong risk has undermined wealth preservation strategies

Published by: Schroders

Finding an innovative and balanced growth and preservation strategy is the next frontier for successful wealth preservation. How prepared are you for this journey? At Schroders, innovation and forward-thinking are part of our 210-year investment heritage. Find out more.

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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