Latest White Papers

Benefits and Beyond: How Employers Think About Financial Wellness

Published by: Prudential

As a long-standing provider of employee benefits; Prudential sponsored a survey to gain perspective on how employers think about their benefits programs overall, and gauge the role that financial wellness programs play.

IQ Magazine: Life After Easy Money

Published by: State Street Global Advisors

Our Investment Quarterly Magazine discusses the forces that will influence corporate performance — and, ultimately, asset prices — as the age of easy money draws to a close.

Implementation considerations for factor investing

Published by: FTSE Russell

Institutional investors should care about factors. They are systematic drivers of portfolio risk and return and at the heart of risk management tools. A more recent offering is the introduction of smart beta—or factor-investing techniques—to the allocation decision of many institutions.

Time to Downsize? Big Potential in International Small Cap

Published by: BMO Global Asset Management

In a global rising tide, small craft may get a bigger lift than cruise ships. International small-cap stocks offer a large opportunity set, strong historical performance, diversification benefits and a somewhat lower risk profile than U.S. investors might expect.

Has technology become an enemy of globalization?

Published by: AGF Investments

Restrictive trade policies and populist politics are serious hazards for a global economy that is more interconnected than ever before, but new technological advances in automation and artificial intelligence may be even bigger risks to the ongoing pursuit of globalization. Find out why and how investors can respond.

What’s Driving Global Inflation?

Published by: PGIM Fixed Income

PGIM Fixed Income investigates drivers of global inflation by analyzing developed and emerging market countries using three sets of variables—domestic (unemployment, labor costs, money supply), external (exchange rate, import/export prices) and global (global inflation, output gap, commodity prices.)

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.

Emerging Markets Equity: What Do They Know?

Published by: Janus Henderson Investors

Emerging market equity (EME) allocations among investor types vary greatly, with renowned institutional endowments significantly overweight the asset class compared to others. While investors have embraced the return potential of private equity, EME allocations generally remain stagnant, with many simply matching their regional allocation to the MSCI All-Country World Index. We assess the differences and encourage return-seeking investors to revisit their EME allocations.

How Multi-Asset Investing Can Fit in a Modern Portfolio

Published by: Aberdeen Standard Investments, Invesco

In this round table discussion, K. Stuart Peskin, investment director at Aberdeen Standard Investments, Danielle Singer, portfolio director, multi asset, at Invesco, and Mark Andersen, senior vice president at Callan’s Trust Advisory Group, discuss the opportunities and challenges for investors, and the outcome-orientation of multi-asset investing strategies for optimal positioning in all types of market environments.

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.

Dividend Growth’s Drivers: Picking Apart Quality

Published by: WisdomTree

Using the DuPont model to examine ROE and future dividend growth potential.

Retirement spending for the next generation

Published by: BlackRock

Will today’s workers actually get the short end of the stick when it comes to generating retirement income? Learn more about new tools and information that can help create more consistent spending for future retirees.

China’s Economic Transformation Boosts Credit Outlook

Published by: ClearBridge Investments

We believe China’s risks for a hard landing have decreased due to a confluence of positive forces. Our optimism is driven by better quality economic growth involving an increased role for the private sector and effective shadow banking regulation.

China’s A-Share Market: More Investable than Skeptics Might Think

Published by: Matthews Asia

Explore reasons why the A-share market is appealing to institutional investors, including improving governance and a fast-growing private sector.

Invesco Global Fixed Income Study 2018

Published by: Invesco Fixed Income

The study explores six key themes within the fixed income asset class through the opinions and experiences of 79 leading fixed income specialists across pension funds, sovereign investors, insurers and private banks around the world.

Outperformance in Equal-Weight Indices

Published by: S&P Dow Jones Indices

Equal-weight indices were among the first non-capitalization-weighted indices to emerge as vehicles for passive investments and have demonstrated outperformance in multiple global markets. This paper explores the sources of this outperformance and potential applications of these strategies in a portfolio.

Pension Derisking Comes of Age

Published by: Capital Group, Fidelity Management & Research Co, Western Asset Management Co.

In this round table discussion, Gary Veerman, head of LDI solutions at Capital Group, François Pellerin, an LDI strategist in the fixed-income division at Fidelity Management & Research Co., and James So, a product specialist at Western Asset Management Co., discuss how plan sponsors are approaching pension derisking, what mistakes they often make and what the future holds.

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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.

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