Money Management

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.

How America Saves 2014: A report on Vanguard 2013 defined contribution plan data.

Published by: Vanguard

How America Saves is a valuable reference tool providing analysis of the saving and investing trends in DC plans at Vanguard. The report also offers insights into current issues affecting DC plans including: contribution trends, automatic plan features, use of target-date funds, and use of advice.

No Portfolio Is an Island

Published by: Morningstar

Financial assets are one component of total wealth. But as part of our financial picture, human capital, housing wealth, and pensions have exposures to different asset classes and risk factors. What happens when we consider these in when creating portfolios?

Survival of the Nimble

Published by: FIS Group Inc.

Credit Market Update: Party Like it’s… 2007

Published by: Pinebank Asset Management

Key Rate Risk: Looking Beneath the Surface of Interest Rate Volatility

Published by: J.P. Morgan Worldwide Securities Services

The evolution of the risk trade: Volatility as an asset class

Published by: Spruce Private Investors, LLC

Current Issues in Official Sector Asset Management

Published by: State Street Global Advisors

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 or 212-210-0157.