Money Management

Multi-Asset Outlook: Positioning for a Global Growth Bounce

Published by: PineBridge Investments

We believe we are heading into a period with more - and bigger - winners and losers. It's never been more important to focus on fundamentals. Learn more about the forces that will shape markets, and where we see opportunity.

From Here to Normality: Fixed Income Investing Amid Shifting Interest Rates

Published by: PineBridge Investments

It's time for investors to reset and evaluate their traditional fixed income portfolio positioning for a new type of rate cycle. Successfully adapting will require repositioning allocations to navigate what's on the horizon. Learn how to prepare for what's next.

“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.

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.

Hibernation: Managing a Sleeping Bear

Published by: Prudential Fixed Income

Many asset managers today advocate that plan sponsors consider a risk-reduction strategy called “hibernation”. But just as glidepaths don’t always “glide”, hibernation is not a passive strategy, but one that needs to be carefully watched. In this paper, we consider how the interplay between a smarter hibernation strategy and different de-risking tools can allow a plan to slowly wind down in both size and risk.

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.