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.

Business Value Drivers

Published by: Jensen Investments

This report describes the various ways in which businesses create or destroy value over time. Multiple tools exist for business leaders to boost a company’s intrinsic value. As portfolio managers, It is our job to assess a company’s ability to use those tools to drive business value well into the future. Learn More at

Smart Beta Investing: Economic Scale Indexation

Published by: HSBC

Active and passive-management have benefitted from increasing securitization of capital, but a successful synthesis of both has been lacking. Without destroying either traditional active and passive, smart beta may offer an alternative that combines the best of both.

Does Client Service Matter? And Can “Good Customer Service” Be Defined?

Published by: Chatham Partners and Investment Metrics

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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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