Consultants

“To” versus “Through”: The great glidepath debate

Published by: TIAA-CREF Asset Management

Differences in target-date fund (TDF) design can make a big difference in retirement savings and income. TDFs with a “Through” retirement glidepath can increase savings and provide more effective protection against longevity risk, compared to TDFs with a “To” glidepath.

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.

Five Questions to Ask Your Currency Manager

Published by: Berenberg Asset Management

Can your currency manager deliver consistent outperformance over a sustainable period of time? In this piece, we outline five keys questions that help you answer this all important question.

How America Saves 2015

Published by: Vanguard

How America Saves analyzes saving, investing, and account activity trends in defined contribution plans at Vanguard. It offers useful insights into current issues, including employer contribution trends, automatic plan features, use of target-date funds, and use of advice services.

Smart beta: 2015 global survey findings from asset owners

Published by: FTSE Russell

There is no denying smart beta has arrived and will continue to transform and impact the investment landscape. The most recent findings provide investors with further insights into the adoption and use of smart beta strategies among institutional asset owners.

STABLE VALUE: A Multipurpose Investment Option for Retirement Plans

Published by: Prudential Financial

As stable value's popularity grows, an understanding of the asset class is essential. This paper provides a concise overview of stable value, including how it works, its role in defined contribution plans and where it is poised to expand.

The next stage in smart beta investing: Harnessing factor purity

Published by: HSBC Global Asset Management

Investors are asking ever more probing questions on how factors and factor combinations aim to add excess returns. We think investors should focus on the efficiency of factor exposures together with the underlying construction process of a factor-based strategy.

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.