Published by: Quantitative Management Associates
In October of 2014, investors were tested as stock fell sharply. Investors had to ask themselves, is this decline the beginning of something worse? At QMA, we've developed a framework to help address this question that we call RSVP.
Published by: TIAA-CREF
A TIAA-CREF analysis shows that SRI indexes delivered market-like returns and risk over the long term. Performance was comparable to broad market indexes, despite using a smaller universe of stocks meeting environmental, social, and governance (ESG) criteria.
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.
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.
Published by: HSBC
The potential slowdown of economic growth in China is much-debated. Here, we focus on the changing composition of the Chinese economy as it transitions from primarily investment-led to consumer-led growth and the implications for other emerging markets.
Published by: OppenheimerFunds
Risk is not a burden to bear. It's 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.
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.
Published by: Chatham Partners and Investment Metrics
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