Defined Benefit Plans

Shifting DC Times

Published by: Invesco

Introducing Shifting DC Times, a thought-leading publication devoted to supporting your mission — to help American workers achieve a more secure retirement. Each issue focuses on the latest DC thinking and offers concrete ways to turn that thinking into action.

Mapping China’s Rise to Asset Class Status

Published by: KraneShares

Is it time to declare that the world’s second largest economy and equity market is an asset class? We developed a framework based on comprehensive research that shows China is more than just an opportunity, it's a strategic investment category.

Targeting International Growth with a Broad Mandate

Published by: ClearBridge Investments

We believe successful investment in international growth equities requires having a differentiated view and a willingness to own overlooked and out of benchmark growth companies. A valuation approach to growth points us to opportunities and contributes to risk management.

Take Bold Steps to Fund and Meaningfully Reduce Liabilities: What CFOs Need to Know

Published by: Prudential Retirement

Pension deficits will not resolve themselves. Billions of dollars have been contributed to fund up plans in 2018. Why? There has never been a better time to make a contribution, close funding gaps, and take steps to meaningfully reduce risk.

The Case For Global Bonds

Published by: PGIM Fixed Income

PGIM Fixed Income examines how an actively-managed, hedged global bond portfolio can reduce volatility and improve return efficiency relative to a domestic-only, fixed income allocation over the intermediate to long term.

Strategies For Decreasing a Pension Plan’s Unfunded Liability and Help Preserve Cash Through Real Estate

Published by: Colliers International & Kutak Rock LLP

This paper describes corporate and governmental organizations appealing alternative funding of pension plan obligations using owned real estate. In a manner consistent with legal and ERISA requirements, large in-kind contribution credits and freedom from future cash payments can be achieved.

The Power of Focus: Looking for Alpha in a Sea of Beta

Published by: Fred Alger Management, Inc.

Alger asked Greenwich Associates to explore the appetite for and popularity of focused strategies. The Power of Focus: Looking for Alpha in a Sea of Beta indicates that the need for increased alpha is driving the shift toward focused strategies.

Archived White Papers by Topic

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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.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.