Consultants

Fight or Flight: Thoughts on Recent Market Volatility

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.

Socially Responsible Investing: Delivering competitive performance

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.

Charting The Course: A Framework to Evaluate Pension De-Risking Strategies

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.

China Marks a New Reality for Emerging Markets

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.

Managing Risk: The Active Approach

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.

Smart Beta: A Deeper Look at Asset Owner Perceptions

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.

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

Published by: Chatham Partners and Investment Metrics

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.

By downloading a white paper, you may be contacted by the white paper sponsor.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.