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20 Top Whitepapers from February 2020

Popular and Trending Papers from February 2020

Will the coronavirus derail the business cycle and end the current expansion? PGIM Fixed Income presents some incisive analysis on the topic of recessions. Meanwhile, private markets struggle to compete with public equity returns and global pension assets surge around 15%. Savvy Investor's list of 20 top papers for the month of February covers these topics and more, including several influential studies from top consultants and research institutions.

Please note that all 20 papers may not be visible due to geographic restrictions.  For further examples of top content across a variety of different topics, head to Savvy Investor today and browse through the premier collection of whitepapers that the investment industry has to offer. 

rollercoaster top feb

Can This Expansion Last Forever? (PGIM Fixed Income, Feb 2020)

What could possibly spawn a U.S. recession? This paper discusses recession characteristics, models for recession likelihood, stall speeds indicators within macroeconomic data, and other aspects of business cycles.

Managing Operational Risk in UK Pensions Investment (AMX, 2019)

For compliance reasons, this paper is only accessible in the United Kingdom

What defines good pension scheme governance when it comes to managing the risk that originates from technical and operational systems? This report focuses on five critical areas.

Real Assets House View 2020 (Aviva Investors)

For compliance reasons, this paper is only accessible in certain geographies

This 24-page paper by Aviva Investors brings together the views and analysis of the firm's investment teams in real estate, infrastructure and private debt.

Dynamic Strike Selection in Nasdaq-100 Short Put Spreads (Nasdaq, 2020)

This paper looks at dynamic versus static methods for determining strike prices in Short Put Spread (SPS) strategies using Nasdaq-100 index options.

Monthly Market Monitor (Eaton Vance, Feb 2020)

For compliance reasons, this paper is NOT accessible in the United States and Canada

February's edition of Eaton Vance's Monthly Market Monitor shows a significant month-over-month decline in developed market 10-year sovereign yields, as well as many other charts covering global financial market moves.

Global Private Equity Report 2020 (Bain & Company)

This is Bain & Company's 11th iteration of their flagship Global Private Equtiy Report. Produced annually, the report covers industry-specific megatrends in an era where private markets struggle to compete with public markets.

A New Decade for Private Markets (McKinsey & Company, 2020)

In their 48-page annual review of private markets, McKinsey & Company looks at fundraising, deal activity, dry powder, and changes forecasted for the PE industry in the coming decade.

Shifts for the DC organisation of tomorrow (Thinking Ahead Institute, 2019)

How are defined contribution pensions changing across the globe? The authors draw insights straight from the organizations that are actively defining best practices in DC.

How do Private Equity Fees Vary Across U.S. Public Pensions? (HBS, 2020)

For compliance reasons, this paper is only accessible in the United States

Terms matter. Similar pensions consistently pay different fees for investing in the same private equity fund. This can have a huge impact on aggregate performance.

Global Pension Assets Study 2020 (Thinking Ahead Institute)

The Thinking Ahead Institute's latest Global Pension Assets Study covers an astounding US$46.7 trillion in pension assets, held across 22 of the major global pension markets.

Target Factor Exposure: Investment applications and solutions (FTSE Russell, 2020)

Multi-factor portfolio construction is a difficult process. This FTSE Russell paper examines the merits of fixed tilts and variable exposures versus fixed exposures and variable tilts.

John Hopkins CCSE Live Coronavirus Dashboard, Feb 2020

This intuitive dashboard from John Hopkins CSSE presents live and up-to-date information about Coronavirus COVID-19 from a multitude of sources.

The OCIO Checklist Manifesto for Pension Plan Sponsors (Manulife IM blog, 2020)

For compliance reasons, this paper is only accessible in certain geographies

Manulife Investment Management presents a list of six things that plan sponsors should consider when engaging with outsourced chief investment officer (OCIO) providers about their capabilities and core competencies.

Forecasting the Spread of the Coronavirus (The Lancet, 2020)

In this academic paper, the authors use quantitative models to project the potential spread of the coronavirus, both within China and internationally.

The Future is Impact (NN IP, 2020)

What is the state of impact investing in Nordic countries? NN Investment Partners draws several lessons about ESG integration and impact investing from a recent Kirstein survey.

Sustainable Investing: Fast-forwarding its evolutions (KPMG/CREATE-Research, 2020)

What is sustainability investing's impact upon the alternative investment industry? This collaborative paper provides insights from 135 institutional investors across the globe.

Predictions 2020: A pivotal year for profit, politics and the planet (Thomson Reuters, Jan 2020)

This 84-page collaborative paper from Thomson Reuters and Refinitiv makes bold predictions about how 2020 will unfold, covering many topics within geopolitics, global markets, and environmental concerns.

Institutional Investment Mandates: Anchors for Long-term performance (FCLT Global, 2019)

Investment mandates that align the behavior of asset managers with the long-term perspective of asset owners can help to create long-lasting partnerships between these two stakeholders.

Corporate M&A Report 2020 (Bain & Company)

Bain presents their second annual report on global corporate mergers and acquisitions, including performance information and insight into the ever-changing nature of global dealmaking.