White papers and articles discussing issues related to investment consulting and actuarial consultants. The most recurrent theme amongst our top papers is the subject of delegated investment management services, with fiduciary management surveys and reports on investment outsourcing (OCIO) being frequently downloaded. Reports on the role of investment consultants in... manager selection have also proved popular, covering topics such as investment consultants' recommendations of fund managers, investment consultant alpha, and how to get on the approved list of managers for selection. Other top research in this section covers trends within the investment management industry, actuarial assumptions, and the role that investment consultants play in alternative investments. Further documents consider the risk tolerance of boards, institutional decision-makers, fee structures and risk premia.
This report presents everything you need to know about climate change from a scientific, legal, actuarial, accounting, investment consultant, and portfolio management perspective.
The Environmental, Social and Governance (ESG) investing landscape is maturing. Presently, expansion is not only in dollar amounts — ESG investing now represents about 20 percent of total assets under professional management in the United States — but also in the development of new policies like the EU Non-Financial…
What are organisations planning for their benefit strategy in 2019 and beyond? This report by Willis Towers Watson presents the findings of a survey of nearly 200 organisations examining how they have tackled benefit strategy challenges and how, more importantly, they plan to evolve their pension and benefits policies/…
From M&A to IPOs, Bloomberg’s league tables are your one-stop shop for constant and timely access to the most comprehensive information available on capital markets representation.
This is Hyman Robertson's tenth annual FTSE350 pension analysis report. It puts the Defined Benefit (DB) pension schemes of the FTSE350 in the context of the businesses that support them.
This 21-page report by Aon is addressed to parties with an interest in the funding of UK defined benefit (DB) pension schemes – trustees and scheme sponsors in particular. The purpose of this paper is to get back to basics and consider what interested parties are trying to achieve when considering funding and what should be…
Defined benefit retirement plans can tap an array of experts, depending on the size of the company sponsoring the plan and the company's needs. A Vanguard research paper discusses how an outsourced chief investment officer can fill the gaps for companies that lack the necessary in-house expertise.
In the path to achieving strong brand awareness, there is steep competition faced for investor and consultant attention. The average institutional consultant reviews less than two strategies per asset manager within a quarter. This illustrates the challenge asset managers have in building brand awareness, which is an…
When it comes to paying external asset management fees, there are two certainties: managers will tell you that you’re getting a good deal; consultants that they got you a great deal. Yet investors have increasingly turned towards independent sources to validate what’s being paid and identify who may be overpaid.
This report contains historical U.S. population crude mortality rates by gender and single year of age for calendar years 2000-2016. This is an update to a series of such publications; the prior iteration consisting of 2000-2015 mortality rates can be found here. The key updates from the previous publication are the…
The main goal of this project is to construct an open-source and well documented database of detailed period lifetables by sex for each state of the United States (and for the District of Columbia) for all calendar years since 1959 following an approach similar to that of the Human Mortality Database.
In the U.S., federal and various state laws govern the use of genetic testing information for insurance purposes. Current federal legislation does not prohibit life insurers from utilizing genetic testing information in assessing life insurance applicants. However, some states do have laws that impact life insurers’ ability…
Making good research decisions is more important than having the best organizational structure, but getting the basics right first can be critical to success. In a guest post by Mark Thurston, of Alpha Signal and previously of Russell Investments, the main factors to consider when structuring a due diligence team for…
“The Future of Advice” looks at how changes in the advisor-client relationship will alter the availability of sophisticated client guidance and how advice is delivered. It considers factors like changing advisor demographics, use of technology to meet new advisor challenges, refinement of client tiering, and the consequences…
All of the top viewed institutional investment strategies viewed by investors and consultants using eVestment in December 2018 were equity strategies, according the December 2018 eVestment Advantage Viewership Report. And all but one of the products that saw the largest increase in views during the month were equity…
When it comes to creating alpha, fixed-income managers that stay ahead of rapidly evolving technology will have an advantage over those that remain stuck in the analog world. But how do you assess how well your manager is navigating the changing technological landscape?
In July 2018, finance leaders from around the world gathered at St. James’s Palace, London to explore how they can play an integral role in delivering a sustainable financial system capable of supporting achievement of the UN Sustainable Development Goals and putting us on a pathway towards achieving the Paris Agreement. The…
The combination long-term care (LTC) insurance product concepts developed in this project, LifeStage Protection and Retirement Plus, both show promise for success in the consumer marketplace. The forecasts projecting these results are based on above-average self-reported purchase intent scores and other real-world…
