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Whitepaper

Showing 10 of 43 Insights Posts
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Fixed income Insurance Portfolio strategy Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return

Learn why we believe FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies. In addition, explore examples of customized investment solutions that have the potential to capitalize on these advantages.

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By

Abigail Clare

event June 2025
18 min
Whitepaper
2026-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Strategic allocation Private investing Private equity DB Public Program Macro and market Late stage Top of Mind Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

When will capital come back to private equity?

Head of Multi-Asset Strategy Adam Berger and Head of Late-Stage Growth Matt Witheiler consider the state of the private equity market, including liquidity challenges, the effects of higher interest rates, late-stage opportunities, and the impact of AI.

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By

Adam Berger, CFA

Matthew Witheiler

event April 2025
12 min
Whitepaper
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Equity Factors Macro and market Content CoE Program Global Program iStrat Active management Portfolio construction Whitepaper Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

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By

Gregg Thomas, CFA

Megan Kelly, CFA

event December 2024
18 min
Whitepaper
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Hedge funds Macro and market Strategic allocation Alternatives Hedge Funds Program Manager selection Whitepaper iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

“Goldilocks” and the three drivers of hedge fund outperformance

Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.

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By

Alex King, CFA

Adam Berger, CFA

event November 2024
15 min
Whitepaper
2026-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Liability-driven investing Strategic allocation Regulatory DB Private Program Multi-asset Whitepaper iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Setting ROAs for 2025: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

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Multiple authors

event November 2024
16 min
Whitepaper
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Liability-driven investing Portfolio construction DB Private Program iStrat Equity Fixed income Whitepaper Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Extra credit for corporate plans: Advanced topics in LDI implementation

To help corporate DB plans refine their liability-hedging strategies, members of our LDI Team take a deep dive on 3 key liability risks and offer ideas to help improve the design of hedging portfolios.

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By

Amy Trainor, FSA

Jacqueline Yang, CFA

event September 2024
25 min
Whitepaper
2026-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitics Market commentary Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

event July 2024
17 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Fixed income Liability-driven investing Asset allocation DB Private Program Private pension (DB) Strategic allocation Whitepaper iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The evolution of derisking: Assessing new and time-tested liability-hedging ideas

As defined benefit plans contemplate the best path to their eventual “end state,” members of our LDI team update their liability-hedging research with a blend of traditional benchmark ideas and new opportunities to capitalize on changing market conditions and a broader investment universe.

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By

Amy Trainor, FSA

Jacqueline Yang, CFA

event July 2024
22 min
Whitepaper
2026-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Economic cycle Interest rates Late stage Venture capital Private investing Americas Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Disappearing unicorns: The importance of capital efficiency in a higher-for-longer rate environment

Members of our late-state growth equity team share their views on the impact of interest rates on venture capital activity — including the ability of companies to reach “unicorns” status.

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By

William Craig

Mark Watson

event July 2024
8 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Small-cap Factors iStrat Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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Multiple authors

event June 2024
18 min
Whitepaper
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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