MFS surveyed over 540 asset owners, including DB and DC pension plans, endowments, foundations, and sovereign wealth funds, all of whom had a minimum of $100 million of institutional assets under…
Many research papers have demonstrated the shortcomings of popular spending rules—specifically, the tendency for rules to cause a loss of purchasing power over time. This study identifies the…
The findings of our latest annual global survey of smart beta usage by asset owners (with a collective AUM of over $5 trillion), suggests that smart beta is now a standard tool in investors’ armories…
