Insights into institutional asset allocators

The latest research on pensions, insurers, and more

Discover the latest insights on pension funds, insurers, family offices, endowments, and foundations.

Global pensions

Global Pension Index 2024 (CFA Institute Research & Policy Center)

Providing financial security in retirement is increasingly difficult as global populations age and pension systems evolve.

SEC Investigations of Public Pensions (Kangkang Zhang, University of Connecticut)

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

Alarmingly, public pension fund investment returns have experienced a consistent shortfall throughout this century.

Three Tips to Enhance Retirement Success: How America Saves (Vanguard)

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

In 2023, 29% of plans that automatically enrolled participants defaulted them to a 6% or higher contribution rate.

Navigating Demand and Supply in the Buy-In and Buy-Out Market (LCP)

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

Buy-out funding levels and demand for insurance continues to be high. Read this timely report to find out more.

Global insurers

How Does Private Equity Impact Insurer Asset Management?

U.S. life insurers—with nearly $7 trillion in assets—play a significant role in the U.S. financial sector, particularly in the U.S. corporate bond market.

Exploring the PE NAV Lending Opportunity for Asset Owners (AllianceBernstein)

NAV lending offers insurers a growing and increasingly interesting set of opportunities, the authors of this report argue.

Global family offices

Brad Briner - Family Office to Public Service (Capital Allocators)

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

The landscape of family offices continues to change fast. Here is how family offices can navigate the new global order.

Can Money Buy Happiness for Millionaires? (Wharton School)

While there is plenty of research on money and happiness, most studies haven’t looked at people earning high incomes.

A Guide to 130/30 Loss Harvesting (Journal of Asset Management)

For decades, delaying the realization of capital gains while accelerating the realization of capital losses in diversified, long-only equity portfolios has created value.

Global endowments and foundations

Democracy, Equity, and Power (Dorothy A. Johnson Center for Philanthropy)

Explore the latest thoughts on moral money and philanthropy from the Foundation Review, the first peer-reviewed journal of philanthropy.

Advancing the Endowment Model (Partners Capital)

In today’s environment, it is hard to avoid the swirl of headlines around the performance of alternative assets that underpin the diversifying approach of the endowment model.

Global Giving: Generosity and the Economics of Philanthropy (Citi GPS)

At $65 billion, charitable giving by individuals to education stands at 3 times the amount spent on education by lower income countries.