Other Institutions - Articles & White Papers

This year’s study, the twelfth in the series, discusses how these factors are influencing asset allocations, and examines the impact on long-term trends, including rising allocations to private credit, emerging markets, and funding the energy transition.

In its 23rd edition, How America Saves provides an in-depth examination of the retirement plan data of nearly 5 million defined contribution plan participants across our recordkeeping business.

The global top 300 pension funds is an annual study. The research highlights high-level trends in the pension fund industry and provides information on how the characteristics of these top funds have changed. The top 20 pension funds made up 42% of total AUM in 2023

As the insurance market grows, insurers are also seeking novel ways to meet liabilities with a yield kick on top. In Part I of this paper, we explore if emerging market hard-currency debt can be part of the solution.

Explore our 2024 EQuilibrium survey on how 220 insurance companies and over 500 institutional investors view tactical choice in current macro environments.

The financial resources, risk aversions, constraints, and objectives of participants in defined contribution plans are as varied as the people themselves. Because there is no uniform path to financial wellness for such a diverse population, plan sponsors should offer their participants a spectrum of solutions.

We examine the cross-border element of the CBDC design – and its geopolitical implications.

In its 22nd edition, How America Saves provides an in-depth examination of the retirement plan data of nearly 5 million defined contribution plan participants.

This is True North Institute’s second quarterly newsletter. The primary aim of these letters is to quickly arm the Chief Investment Officer with some of the most important agenda items to be discussed in any upcoming investment committee meeting.

Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he thinks insurers should consider locking in current yields and sticking with global equity exposure.

The propensity for emotion and bias to influence decision making is a common individual experience. But do behavioural traits really drive markets too? Here, we analyse recent real world examples that suggests emotional responses are likely to be a factor behind market ‘episodes’.

Vanguard's updated paper outlines a framework for deciding the optimal active-passive allocation based on four key variables.

Institutional investors globally, whether or not they have net zero commitments, are eager to align with and prepare for the energy transition.

Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, explains why he continues to see reserve fixed income as the sweet spot for insurers and why there may be upside for equities.

The revolutionary electric light took four decades to fully embed. What will it take to flip the switch on AI adoption – and when can we expect it? Man Group looks at what the AI revolution is powering within asset management.

We expect the current phase of growth and normalization to continue at least into 2025. For ultra-high-net-worth individuals and their family offices, we make the case for fully invested, globally diversified portfolios.

The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). These geographies now stand at US$55.7 trillion in pension assets and account for 69% of the GDP of these economies. The study, conducted by WTW and the Thinking Ahead Institute since the 1990s, includes an…

Welcome to Invesco’s Global Systematic Investing Study 2023. This year, we’ve refreshed the title of the annual factor investing study, to the Global Systematic Investing Study, reflecting the progression of quantitative investing over the past 7 years. Since its inception in 2016, the report has provided insights into…