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Latest White Papers

Unconstrained Fixed Income: Strategies that can reach different portfolio goals
Published by: P&I Content Solutions

In this roundtable discussion, Todd Thompson, a senior portfolio manager at Reams Asset Management; Sean Banai, head of portfolio management at Voya; and David Zee, a senCallance president at Callan, talk about the pros and cons of carving out an allocation to unconstrained fixed income.

Too Much of a Good Thing: Excess and Opportunity in Corporate Lending
Published by: PIMCO

For investors with long time horizons and the risk tolerance, opportunistic credit may offer diversification benefits and attractive return potential.

 

 

Analyze Your Employee Demographics To Understand Their Financial Wellness Needs
Published by: Prudential Financial Inc.

57% of American workers admit to financial stress, imperiling both their well-being and job productivity. With a data-driven approach, employers can assess the financial needs most relevant to their employees to design customized solutions to help improve their financial wellness.

Income reimagined: Building income solutions into default options
Published by: BlackRock

62% of DC participants worry about retirement income – yet very few take advantage of guaranteed solutions. Our latest paper explores how plan design and default options may overcome barriers and reframe the income conversation. 

A Great Time to Be Agnostic?
Published by: CME Group, P&I

CME Group recently collaborated with Pensions & Investments (P&I) to survey the attitudes and allocation preferences of today’s institutional investors, given the current market environment and the use of alternative investment strategies. Examine the findings in this whitepaper.

Plan Sponsors’ New Role in Retirement Happiness
Published by: State Street Global Advisors

State Street’s 2019 Global Retirement Reality Report explores how employers and other retirement plan administrators across the globe see their role in defined contribution plan management, prioritize plan simplicity and look to support the next generation of retirement happiness. 

Value vs. Growth: The New Bubble
Published by: QMA

Cheap stocks have been underperforming for the last 18 months, while expensive stocks are overperforming. Current value factor underperformance parallels the Tech Bubble and Global Financial Crisis, which comes as a surprise to many. QMA’s latest research discusses this extraordinary environment.

A Tale of Two Small-Cap Benchmarks: 10 Years Later
Published by: S&P Dow Jones Indices

Benchmark selection matters--even when indices seek to measure the same market segment, their risk/return profiles can differ.  Find out what's driving performance differences between the S&P SmallCap 600® and the Russell 2000.

ESG in DC: despite headwinds, more plans embracing responsible investing
Published by: P&I Content Solutions

A panel of industry experts — John Streur, president and CEO of Calvert Research and Management; Emily Chew, global head of ESG research and integration at Manulife Investment Management; and Edward Farrington, executive vice president of Natixis Investment Managers — all longtime practitioners of ESG investing, demystify the confusion around ESG perspectives for DC plans, decipher the fiduciary concerns and offer ways for plan sponsors to move forward to embrace ESG investing.

Multi-Asset Investing: Innovations in Outcome-Oriented Investing
Published by: P&I Content Solutions

This roundtable, a companion to Pensions & Investments’ Multi-Asset Investing Conference, delves into these and other questions about multi-asset investing with Ray Carroll, chief investment officer at Neuberger Berman Breton Hill; Shaniel Ramjee, senior investment manager, global multi-asset funds, at Pictet Asset Management; and Stefan Hubrich, director of multi-asset research, at T. Rowe Price.

U.S. Real Estate Impact Investing- A Primer
Published by: PGIM Real Estate

Impact investing is a rapidly growing sector to which institutional investors are increasingly deploying capital. In this paper, PGIM Real Estate describes how the sector is maturing, and examines the appeal of real estate in the context of impact investing

Shedding the Home-Country Bias
Published by: Aviva Investors

Should high yield investors go global? See how shedding the home-country bias in high yield offers improved potential for diversification and creates meaningful advantages for investors seeking a wider range of alpha sources.

Examining Passive Crowding as a Risk Factor
Published by: ClearBridge Investments

ClearBridge research indicates that passive crowded securities, which have experienced strong inflows into passive ETFs and index funds, tend to exhibit significantly lower forward returns than passive uncrowded stocks. Systematically managing portfolio exposure to these securities should promote positive alpha. 

403(b) and 401(k) plans: Same goals, different paths
Published by: BlackRock

403(b) participants are less confident about retirement and are more likely to ask for help than their 401(k) counterparts. See our latest research for more insights into the needs and challenges of 403(b) plan sponsors and participants.

The Future Means Business: Investment Implications of Transformative New Corporate Models
Published by: PGIM

Disruptive forces have led to the emergence of three new business models that are radically changing the investment calculus for institutional investors. PGIM's latest Megatrends paper, The Future Means Business, examines how these changes will have profound implications for how investors build and protect their portfolios. 

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    A Great Time to Be Agnostic?
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    Automation, lower fees driving institutional interest in factor investing and s…
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    Strengthen Your Core: Flexible Multi-Sector Strategies for a Low-Yield World
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