When financial wellness works, we all benefit. It's what Prudential calls "The Wellness Effect." This paper presents Prudential's unique perspectives on financial wellness, along with best practices for implementing financial wellness solutions.
Public companies create impact due simply to their global reach, deep supply chains and communities where they operate. Asset managers can enhance the impact and performance of public equities by actively allocating to those having a positive influence on society and the planet.
Dividends are a key contributor to total equity returns. This paper studies whether incorporating free cash flow yield into dividend analysis can deliver superior risk adjusted returns than pure dividend yield or free cash flow yield portfolios, without sacrificing income.
If we think back to the performance with which we as U.S. investors are most familiar, it is that of U.S. equities. The simple fact has been this: The more exposure one has had to U.S. equities, the better the returns have been over most of the past decade. While we don’t think there are any immediate signs of the U.S. bull market run ending, non-U.S. small caps have begun to outperform U.S. small caps, and their valuation advantage remains compelling.
Xi Jinping is set to begin another term as Chinese President--and become the most powerful Chinese leader since Chairman Mao. What does this mean for China and the world? Find out in the latest AIQ magazine from Aviva Investors.
The S&P Shift to Retirement Income and Decumulation (STRIDE) Index Series incorporates an innovative risk management framework focused on providing increasing levels of clarity and stability around sustainable annual consumption in retirement. This paper tests S&P STRIDE’s approach to consumption risk management and asset allocation over the period 2003 to 2016.
We’re concerned that investors are focused more on urging action than developing risk management solutions. With nearly 20% of corporate earnings potentially depleting to meet carbon price targets, we introduce Carbon VaR as a new tool to manage climate risks.
Is your DC plan ready for the shift from saving to retirement spending? As today’s employees retire, they will increasingly want (and need) assistance to translate their retirement assets into income. Explore how DC plans can help provide a solution.
Disruptive forces across markets, industries and global demographics are driving new thinking and opportunities for investors. Our Investment Quarterly magazine analyses the trends and how investors can capitalize on them.
Can factor investing help target date funds achieve their objectives? Explore how carefully selected smart beta exposures can be implemented within the glidepath to seek additional return for younger participants and reduced volatility near retirement.
Arguments against the ability of active strategies to outperform market benchmarks fail to differentiate the many active management approaches available to investors. A recent ClearBridge analysis identifies turnover rate and number of holdings as determinants of performance among active strategies.
With a wealth of smart beta indices to choose from, market participants may find it difficult to decide when each factor-based strategy is best suited to deliver returns. Is it wise to rely solely on the performance of one factor? If not, what multi-factor approaches could be considered and how effective are they?
The Participant Magazine, State Street Global Advisors Defined Contribution flagship publication, takes a deeper look at longevity in this special issue. It explores how increasing human life spans are creating new opportunities and challenges for retirement savers.
A Northern Trust sponsored survey of 200+ asset managers and investors reveals evolving priorities around transparency and risk, as well as a need for industry consensus with regard to governance. Gain insights into alternatives and download the paper today!
As a leading investor in private credit, learn why CPP Investment Board is attracted to the asset class in this Q&A with CPPIB's John Graham, Managing Director and Head of Principal Investments. Hint: Solid-risk adjusted returns is a significant factor.
This paper examines the philosophical and fundamental underpinnings for the creation of the WisdomTree fundamentally weighted Indexes, showcases the impressive performance track record generated, indicates the factors we believe drove performance, and concludes with how we think these strategies fit into the U.S. equity market context today.
With the significant improvement of human lifespan, traditional retirement thinking does not adequately take into account the need for providing for the tail end of the lifespan in the form of a stable stream of retirement income.
What is driving the rise of populist parties in Europe, the election of President Trump, Brexit? We explore these issues alongside social and cultural changes globally and consider the implications for the future of globalization and for markets.
A new political and economic landscape is changing investors’ priorities and approach. The Schroders Global Investor Study shows that a focus on investment outcome rather than relative return is fuelling a significant rise in multi-asset and smart beta investing.
In A different kind of target-date investor, from Vanguard Center for Investor Research, authors examine how participants become mixed target-date investors, determine if the concerns raised about mixed target-date investors are valid, and suggest measures to avoid such risks.
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