Investments

The unique value of Target-Date Funds

Published by: Charles Schwab Investment Management

Target-Date Funds are excellent low-maintenance retirement investment vehicles that have been developed to assist investors as they save for retirement. In this white paper, we will highlight the broad benefits they have provided to investors in various stages of life.

2015 Preqin Investor Network Global Alternatives Report

Published by: Preqin

Find out about the latest developments in the rapidly evolving alternative assets industry with the 2015 Preqin Investor Network Global Alternatives Report. Aimed exclusively at institutional investors, the report analyzes investors’ strategies, allocation levels and the returns they receive.

Emerging Market Debt: A Blended Approach

Published by: Aberdeen Asset Management

With emerging market debt it may pay to be adventurous and blended. Constructing an optimal portfolio across countries, instruments and industries helps diversify your fixed income approach. With 70 emerging market investment professionals, Aberdeen roams the globe for sources of income and yield.

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.

Global Insights

Published by: Calamos Investments

A compendium of analysis from our global investment team. Commentary topics include global secular growth trends, global financial disintermediation, perspectives on biotechnology, economic reforms as a catalyst for investment opportunity, and emerging market growth as a tailwind for automation.

Guaranteed Lifetime Income and the Importance of Plan Design

Published by: Prudential Retirement

In Guaranteed Lifetime Income and the Importance of Plan Design, we examine how guaranteed lifetime income options are positively impacting enrollment and diversification, helping participants prepare for their Day One of retirement and all the days that follow.

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.

Seeking a glass half-full approach to bond investing

Published by: Newton Capital Management

Bond investors have been focused on whether the Federal Reserve will raise rates. This paper considers the implications of an increase and identifies steps investors can take to try to manage risk and avoid being damaged by short-term volatility.

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.

The Dividends of a Dividend Approach

Published by: WisdomTree Asset Management, Inc.

The fundamental WisdomTree believes to be the strongest indicator of underlying value is the dividend. WisdomTree’s dividend-weighted Indexes allocate weights to stocks and countries by treating all dividends equally. Read more in our whitepaper “The Dividends of a Dividend Approach.”

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.