Investments

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.

Why Human Capital Matters to Retirement Plan Design

Published by: Morningstar

Should your industry affect your retirement plan design? Whether your employees are oil workers in Houston or stock brokers in Minneapolis, vocation and location should have an impact on their retirement planning.

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.

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.

China's Challenging Road Ahead

Published by: Prudential Fixed Income

As China faces its monumental economic transition, Prudential Fixed Income provides its growth outlook for the world's largest exporter, along with its views of the financial and real estate sectors, before concluding with the consequent investment implications.

Global Real Estate: Investment Themes and Opportunities

Published by: Prudential Real Estate Investors

Investments in commercial real estate present a compelling opportunity for investors seeking attractive risk-adjusted returns. As optimism for the global economy increases, Prudential Real Estate Investors expects higher growth, value-add real estate strategies to grow in prominence among investors and lenders.

Emerging Markets: Countries and Companies Matter

Published by: Charles Schwab

China and other emerging market countries represent significant investment opportunities. There are also a number of risks, including geopolitical risks, economic uncertainty, currency fluctuations, and a lack of open and regulated financial markets. The challenge for investors is how to efficiently access these markets.

Lengthening the Investment Time Horizon

Published by: MFS

"Lengthening the investment time horizon" highlights the way in which investors are increasingly short term in their orientation, posits reasons for this, and argues that an investment arbitrage opportunity exists for differentiated performance when securities are held for longer time periods.

Beyond the headlines: Useful tools for expanding the flow of credit

Published by: BlueMountain Capital Management and Eqis Capital Management

Risk parity and the limits of leverage

Published by: Aon Hewitt EnnisKnupp

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.