Trading Asset Servicing

A Silver Lining: The Investment Implications of an Aging World

Published by: PGIM

For the first time in recorded history, the old will outnumber the young. This unprecedented aging of the global population has profound consequences for individuals, businesses, governments, and investors.

China: In the Slough of Despond

Published by: Baillie Gifford International LLC

Baillie Gifford’s Richard Sneller holds his ground amid the cacophony of doomsayers anticipating Chinas imminent economic collapse, stating his belief in a further prolonged period of Chinese growth on the back of structural alterations to four factors of production.

The Persistence of Smart Beta

Published by: S&P Dow Jones Indices

When evaluating investments linked to non-standard indices, investors should first ask if the anomaly is expected to persist, as well as if a particular vehicle is well-designed to exploit the factor.

The Pension Risk Transfer Market at $260 Billion: Innovation, Globalization and Growth

Published by: Prudential Retirement

The international pension risk transfer marketplace is experiencing remarkable growth, with more than $260 billion in transactions completed since 2007. Hundreds of companies have transferred pension risk, with at least 40 pension funds executing transactions over $1 billion.

A revolution in equity investing: A deeper dive into non-financial data

Published by: UBS Asset Management

Non-financial data is playing an increasingly important role in equity analysis and investment strategy today. We explain the evolution in equity investing and why non-financial factors matter to financial performance, particularly those that pertain to environmental, social and governance issues.

Overlay or Pray . . .

Published by: Berenberg Asset Management LLC

Annual volatility and end-of-period asset value can have a meaningful effect on institutional investors. Most investment committees are not set up to make tactical allocations at times of market stress. Risk overlay solves this problem.

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.

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.