Consultants

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.

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.

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.

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.

Public Equities as Impact Investments

Published by: ClearBridge Investments

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.

The Chairman – How Xi Jinping is shaping China’s future

Published by: Aviva Investors

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.

From Stall Speed to Reflation: A Turning Point for Investing

Published by: PineBridge Investments

Markets have finally entered a new regime of improving confidence, growth, leverage, and prices. For investors, success ahead will require a more active approach.

The Science of Superior Service research

Published by: Wells Fargo Asset Management

Gain insight into what plan sponsors really want Our Science of Superior Service research reveals what sponsors want and what you’re delivering may be light years apart. Access research now

Getting smart (beta) about target date funds

Published by: BlackRock

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.

High Conviction Active Management Asserts Strength Over Time

Published by: ClearBridge Investments

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.

The Merits and Methods of Multi-Factor Investing

Published by: S&P Dow Jones Indices

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?

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.