Pension Funds - Articles & White Papers

This white paper is the fourth in a five-paper series. It introduces a radical new perspective on equities, thinking of them as one would of any high-end consumer good. This change in perspective enables us to demonstrate that income inequality is a hidden driver of equity prices, and also allows us to…

In early March, a number of Amundi’s experts gathered in Paris to present their views to clients on some of the current concerns facing pension funds. Moments after they spoke about the multiple challenges of inflation, of geopolitical instability and of the impact the climate crisis will have on investment returns, shares…

This paper compares the performance of cost averaging with lump-sum investing as strategies for investing cash.

Institutional portfolios such as corporate pension plans are increasing allocations to illiquid private assets seeking better returns and diversification. However, as allocations increase, a portfolio’s liquidity structure changes, sometimes abruptly. How can a CIO increase their confidence with private asset allocations and…

In a world of low return expectations and even lower interest rates, pension plans are re-evaluating their portfolios, looking for alternative ways to achieve return targets and improve funded status. Diversifying portfolios with real assets helps address these challenges. Real assets may reduce portfolio volatility, enhance…

How America Saves is Vanguard’s seminal report on 401(k) plan design and retirement savings habits. This year’s report reveals plan design opportunities employers can address to further improve workers’ retirement readiness.

The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). These geographies now total a record US$56.6 trillion in pension assets and account for 76% of the GDP of these economies. The study, conducted by WTW and the Thinking Ahead Institute since the 1990s, includes an…

Advances in technologies such as cloud computing, artificial intelligence and machine learning are radically reshaping winners and losers across the service sector in both developed and emerging markets – and at an even faster pace after the Covid-19 pandemic. To understand the investment implications of this next revolution…

Dimensional Fund Advisors study the performance of different investment and spending strategies for retirement. Investment strategies include wealth-focused glide paths that combine equities with short-term, high-quality fixed income. They also consider an income-focused glide path that combines a moderate equity allocation…

The key theme of this year’s report, the ‘S’ pillar of ESG (environmental, social and governance) investing, is highly pertinent. As politicians and policy makers across the world aim to ‘build back better’, Create-Research and DWS believe they need to take the time to fully understand the social part of ESG.

This is the second year that DWS has sponsored this report by CREATE-Research. Amongst other insights, this year’s survey confirms the on-going movement of passive investment into the mainstream with 66% of survey respondents considering passive index investing as a mature part of their portfolio.

The KPMG Super Insights Dashboard presents super industry analysis based on a combination of leading analytics applied to 18 years of APRA and ATO-published statistics. Developed by the KPMG data and analytics team, the Dashboard is supported by insights from our asset and wealth management specialists.

How to introduce private and public real assets into portfolios.

This paper highlights some of the generational differences we have observed in our recordkeeping data over a 15-year period as a result of automatic solutions. We answer the question: How have generational patterns of saving and investing changed in DC plans?

Relocating to a cheaper housing market can help retirees bolster retirement readiness, Vanguard research finds.

This study presents a range of indicators to enable comparisons between the pension systems of economies in the Asia/Pacific region. It also includes data for the larger countries that are members of the Organisation for Economic Co-operation and Development (OECD).

This annual statistical report provides an overview on retirement savings and outlines the latest developments in the pension sector worldwide. It includes an extensive range of financial indicators on funded and private pension plans, as well as on the proportion of the population covered by such plans, the amount of…

The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). These geographies now stand at US$47.9 trillion in pension assets and account for 62% of the GDP of these economies. The study, conducted by WTW and the Thinking Ahead Institute since the 1990s, includes an…

2022 was an unprecedented year for many reasons, but those in the pension industry are most likely to remember it for September and October’s extreme gilt volatility. This was a highly disruptive period for markets – one that created acute liquidity requirements for the pension industry.