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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Invesco - Sizing up Europe's corporate pension gap

The well documented decline in corporate bond yields driven by central bank monetary stimulus has led to a substantial rise in reported deficits among corporate Europe’s defined benefit pension schemes.

Company: Invesco
Date added: 06-04-2017
Sector: Pension Reports

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M&G Real Estate - Pooled Pensions Q4 2016 Quarterly Market Outlook

Economies around the world appear to be relatively resilient, with data signalling that in many countries, economic activities are expanding at a faster pace than was previously believed. Most commentators believe that the policies of president-elect Donald Trump will encourage further strength in the US economy, which could spread to other countries. There is, however, some concern that he may impose measures that could dampen global trade.

Company: M&G Real Estate
Date added: 18-01-2017
Sector: Pension Reports

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Schroders - Global Investor Study 2016 – Plan Sponsors

A global study of pension fund investors, with a focus on investment outcomes and environmental, social and governance issues. 

Company: Schroders
Date added: 01-12-2016
Sector: Pension Reports

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Barnett Waddingham - Big Schemes Survey: £1b+

This 15-page survey by Barnett Waddingham provides some important insights into 160 UK private sector Defined Benefit schemes with assets of over £1 billion. The survey examines scheme type, investment performance, deficit contributions, asset allocation, and adviser fees.

Company: Barnett Waddingham
Date added: 01-06-2016
Sector: Pension Reports

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FTSE Russell - Russell 2000 Reconstitution Effects Revisited

The costs to investors of passive investing and the relative merits of transparent index reconstitution rules are important investment management topics and subjects of perennial interest to researchers and investors alike. This is particularly true regarding the Russell 2000 Index, the preeminent benchmark index for the US small capitalization equity market.1 This paper updates prior research on the impact of index reconstitution on the performance of the Russell 2000 Index and reviews related work.

Company: FTSE Russell
Date added: 01-06-2016
Sector: Pension Reports

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Hymans Robertson - UK Pensions: Current issues June 2016

This latest issue of Current Issues looks at various aspects of the UK pensions industry. The authors examine the new Pensions Bill, the secondary annuity market, the new Defined Contribution Code of Practice, and more.

Company: Hymans Robertson
Date added: 01-06-2016
Sector: Pension Reports

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Sacker & Partners LLP - UK Pensions Law - Quarterly Brief June 2016

This latest issue of Pensions Law by Sacker & Partners LLP covers a wide range of UK pensions-related issues such as: the effect of "Brexit" on UK pensions law; pensions reform; new automatic enrolment regulations and guidance; and more.

Company: Sackers
Date added: 01-06-2016
Sector: Pension Reports

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State Street Global Advisors - Pensions With Purpose: Meeting the Retirement Challenge

This 37-page document provides important insights into the pension fund industry. 400 senior executives representing private and public pensions systems across 20 different countries were interviewed for the survey. Key themes covered include: investment strategy; managing risks; efficiencies; talent; accountability.

Company: State Street Global Advisors
Date added: 01-06-2016
Sector: Pension Reports

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Economic Volatility: Hidden Societal Cost of Prevailing Approaches to Pension Reforms

The authors of this 24-page study seek to examine whether current pension reforms have increased economic volatility. They analyze the relationship between these so-called reforms and financial, economic and revenue volatility at local, state and national level. The study has been produced by the National Conference on Public Employee Retirement Systems.

Company: NCPERS
Date added: 01-05-2016
Sector: Pension Reports

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Legal & General - UK Pensions: Will LISAs win over the young generation?

It's been two months since UK Chancellor of the Exchequer George Osborne announced the new Lifetime ISA, or 'LISA'. Will it be viewed just as another complicated structure for the lucky few, or does it have the potential to revolutionise long-term savings? LGIM's Veronica Humcle, Senior Investment Strategist, examines further.

Company: Legal & General
Date added: 01-05-2016
Sector: Pension Reports

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