US Pension Funds

Best Pensions Paper 2017 (North America)

Savvy Awards 2017 Fixed Income

WINNER: AllianceBernstein (AB)

Designing the Future of Target-Date Funds: A new blueprint for improving retirement outcomes
This paper by AB explores how target-date funds in the United States might evolve from the current model to one that incorporates present-day practices and solutions. The authors argue that America's workers need to be better equipped for the financial needs of retirement. In view of this, they have developed an improved glide path design which includes a wider set of asset classes that can, potentially, limit risk and build more retirement income.

HIGHLY COMMENDED

2017 U.S. Investment Management Fee Survey by Callan Associates
This survey by Callan Associates presents the findings of recent research the company conducted into investment management fees. The report considers a variety of themes, such as current trends and fee payment practices. A wide sample of US-based asset owners and investment organizations were surveyed for the report.

Designing retirement schemes Canadians want: observations from a Modern DB Pension Plan by CAAT Pension Plan 
This 16-page report provides the findings from a recent survey into Canada's retirement income system. The survey indicates that Canadians place a high value on tangible retirement outcomes and they are willing to pay more to achieve those specific outcomes. The authors discuss this, and other observations.

2017 U.S. Defined Contribution Plan Sponsor Survey Findings by JP Morgan Asset Management 
This report by JP Morgan Asset Management provides the findings from a recent Defined Contribution (DC) plan sponsor survey. The survey shows that the transformation of DC plans continues, with plan sponsors and their funds shifting to a more relevant and modern view of financial security in retirement, from a more traditional one.

The Benefits of Real Assets Diversification in Defined Contribution Plans by Cohen & Steers 
This Cohen & Steers paper makes the case for adding liquid real assets (e.g. listed infrastructure, real estate securities, natural resource equities, commodities) as a means of diversifying DC plan investment menus. As tapering starts to take effect, these assets may offer attractive returns going forward.

Notice for Award Winners (including highly commended papers) 

Savvy Investor has created digital assets (award banners and links) for you to publicise your award, for example in social media, blogs, emails, newsletters and on your website. To receive your digital assets, please email business@savvyinvestor.net

About the Savvy Investor Awards

Savvy Investor is the world’s leading resource hub for the institutional investors. Since launch in March 2015, more than 23,000 members from across the globe have registered for the site, with 150-200 new members joining every week.

We curate the best pensions and investment white papers from around the world, and having uploaded more than 20,000 since launch, have a unique platform from which to host these Awards. The Savvy Investor Awards are judged on the basis of the quality and readability of the paper and its appeal to our institutional investor audience.

To find out how you can partner with Savvy Investor this year to enhance your thought leadership credentials in the institutional investor marketplace, please contact our Business Development Manager, Stuart Blake, stuart.blake@savvyinvestor.net

Feedback