ETFs in Insurance General Accounts – 2026 (S&P Dow Jones Indices)
In this 11th annual study of exchange-traded fund (ETF) usage in U.S. insurance general accounts, the authors…
Asset Allocation and TAA
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Alternative Credit Insights: Diversifying, Not Accumulating, Risk (Nuveen)
The alternative credit universe has never been broader — or more complex. As investors face a growing opportunity…
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Transitioning from SAA to TPA Governance and Communication Requirements
This paper lays out a phased transition from SAA to TPA, letting an organization choose its pace and how far it…
TPA vs. SAA: Practical Routes to Organisational Alpha (Schroders)
Asset owners are increasingly interested in TPA approaches, with research even suggesting it can achieve higher…
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Academic Round-Up: Is AI outpacing its systems?
This edition of the Savvy Investor academic round-up...
