Literature Results Page

Pension plans facing shortfalls for future liabilities can help narrow the gap through the use of defensive equity - low volatility stocks with a strong dividend component.

Martin Currie's insight and perspective on the global emerging markets for the quarter.

Smart beta can be utilized within the traditional style box framework to help investors achieve their desired portfolio outcomes; consider, for example, the use of a defensive equity income strategy in conjunction with a traditional value stock allocation.

Liability Driven Investing Insights: LDI: Stocks and Pensions, Oil and Water, and Other Incompatibles

For a total-return investor, diversifying one’s portfolio cannot increase risk and almost always reduces risk. However, for DB plans, diversification into some assets can actually increase risk.

Clarion Partners reviews the impact of new innovations on the use of properties and commercial real estate. Disruptive Technologies discussed in the whitepaper include internet platforms / networks, robotics and artificial intelligence, autonomous vehicles, FinTech, cloud computing, drone delivery and 3D printing.

In pension management as in life, simple is usually better. There are all kinds of complex fixed-income strategies a plan can engage in to reduce risk, but our research indicates that these provide little or no advance over simple derisking moves.

ClearBridge Investment 2018 Impact Report

A high level summary of Western Asset's views for 2019

Whitepaper offering insights to help plan sponsors and advisors prepare for a plan audit by providing a road map to help determine whether an audit is required, whether it can be limited in scope, what that means for the plan and how to select an auditor with the proper expertise.