With impetus from regulation and technology advances, change is blowing through the DC world. Read the latest on plan design, lifetime income solutions, asset allocation considerations, participant communication, pooled plans, and more.
EDHEC Research explores the impact of ESG factors on investment portfolios, offers a goals-based retirement investment framework to incorporate life event risk, investigates portfolio diversification and hedging, and more.
How can asset owners navigate the uncertainties of the current macro environment and the potential risks of inflationary pressures and market volatility, yet stay well positioned to meet their long-term investment objectives? A global asset manager shares key concerns of institutional investors and offers a total portfolio perspective.
To learn about the many risks and opportunities ahead, Pensions & Investments spoke with Henry Song, fixed-income portfolio manager, Diamond- Hill Capital Management; Rob Waldner, chief strategist and head of macro research for Inves-co fixed income; and Dan Janis, senior managing director, head of global multisector bonds, at Manulife Investment Management.
Does the rally in emerging markets from the pandemic lows of 2020 represent a tactical or strategic rally? This report unpacks that question and other important issues institutional investors need to consider.
Challenged by the pandemic, the growing OCIO market passed major tests of governance and communications last year as providers helped plan sponsors and other institutional investors navigate uncharted waters.
In the latest “Research for Institutional Money Management” supplement, Scientific Beta’s authors cover factor strategies in crises, crowding risk in smart beta strategies, the robustness of factor indexes, effective ESG engagement policies, a core ESG filter, a Low Carbon Dynamic Defensive solution and the Historical Volatility Adjustment (HVA) risk-control option.
Institutional investors have long thought of private markets primarily as a means to boost returns, but challenging economic conditions this year have many rethinking the role that private market investments can play in their portfolio.
As bad as the COVID-19 pandemic has been, many private markets are faring better than expected, and better than they did during the global financial crisis. But it takes deep understanding to take advantage of emerging opportunities, whether in real estate, venture capital, infrastructure or other areas.
The world is awash in uncertainty, from the uptick in COVID cases around the world to Brexit issues, virus-aid gridlock in the U.S. and the recent U.S. presidential election. The question for long-term investors — both employees saving for retirement and the employers sponsoring retirement plans — is whether the uncertainty and market volatility warrants a change in strategic direction.
In this roundtable discussion, three experts share practical insights and prudent strategies, through diversification or rebalancing, that pension funds can consider today as they look out at a low-yield environment that is likely to last for some time.
Over the past six months, the COVID-19 pandemic has brought unprecedented uncertainty to capital markets and the economy, including consequential impacts in the credit markets. Published October 5, 2020
LDI is still a work in progress for many pension plans — not only in making more rational long-term investment decisions but in determining the optimal mix of fixed income assets, often beyond traditional investment-grade corporates, to make those decisions work. Published October 5, 2020
With interest rates hovering near zero, the Federal Reserve doing everything in its power to keep the economy afloat and money flowing through the economy, and the U.S. facing both a pandemic and a presidential election, what should fixed-income investors do? Published September 7, 2020
In this issue of EDHECinfra Research for Institutional Money Management, we discuss absolute return benchmarks, examine the impact of Covid-19 on infrastructure investment, show that infrastructure companies exhibit statistically significant differences from other investible assets, present our infrastructure ESG research program and review the Infrastructure Company Classification Standard, TICCS®. Published August 10, 2020
As institutional investors reevaluate their holdings amid coronavirus-related volatility and economic uncertainty, one area that merits consideration is an allocation to securitized credit. Published July 27, 2020
In this environment, a high quality, global developed market fixed income strategy, managed appropriately, can offer U.S. dollar-based investors three quintessential results that can be more difficult to reach today than any time in recent history: return enhancement, downside protection and diversification beyond their home market. Published July 13, 2020
Biagio Manieri, managing director and chief multi-asset class strategist at PFM Asset Management, discusses economic ramifications of the pandemic as well as the question of whether passive or active strategies are better suited to take advantage of a market rebound.
A number of economic and market fundamentals have lifted China toward recovery more rapidly than many expected, and which continue to underpin long-term share price performance. Published June 29, 2020
Invesco portfolio managers Scott Wolle, chief investment officer, global asset allocation, and David Millar, head of multi-asset, discuss what they are hearing from clients about the current risk climate and offer insights into strategies for resetting allocations to help optimize potential investment outcomes and provide some downside protection. Published June 1, 2020
Keith McDonagh, MassMutual’s head of institutional solutions, talks about how the firm’s clients are keeping their focus on long-term goals even as they face pandemic-related uncertainty on many levels. Published May 18, 2020