Trading Asset Servicing

DC Plan of the Future: DB Principles for the DC Generation

Published by: BNY Mellon

The age of DB may be over but many of its principles can be used to improve DC plans. BNY Mellon has revealing insights into how DC plan sponsors are drawing on DB best practices to increase efficiency.

Defined Contribution Balances: Finding the Right Solution for Participant Management

Published by: Northern Trust

As DC plans increasingly replace defined benefit plans, responsibility for retirement readiness has shifted to employees. Auto-enrollment and auto-escalation help, but how else can we prepare participants to shoulder responsibility for their retirement outcomes?

Fooled by Conviction: The pitfalls of “high conviction” investing

Published by: S&P Dow Jones Indices

Active management advocates say managers should hold portfolios of just the securities in which they have the highest confidence. But growing “high conviction” investing is likely to increase risk, make manager skill harder to detect, raise asset owners’ costs, and reduce the number of outperforming funds.

DC Goes Global: 10 Best Practices for Global DC Plans

Published by: State Street Global Advisors

State Street Global Advisors partnered with their multinational clients to provide 10 best practices for Global DC Plans. These guidelines help establish a strong framework for efficiently managing DC plans for a globalized workforce.

Evaluating Multi-Asset Strategies

Published by: Standard Life Investments

As more investors recognize the potential benefits of a multi-asset approach, we explore how best to assess multi-asset outcomes. Investors should look beyond simple correlation to deepen understanding of the strategies and gain real insight into their underlying drivers.

IQ Magazine: The New Investment Reality

Published by: State Street Global Advisors

Today's low-return and volatile markets are prompting investors to reconsider traditional investment approaches.Our latest issue of the Investment Quarterly Magazine focuses on a growing movement toward factor-based investing.

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.

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.