Analysis & Research

Has the value premium disappeared?


Since the value premium was originally outlined by Eugene Fama and Kenneth French in the early 1990s, has it declined or disappeared in the U.S. ...

Target-date funds a game changer for plan member outcomes: research


In the U.S., target-date funds in workplace retirement plans have grown from $5 billion in 2000 to $734 billion in 2018, with many benefits for ...

What do cancer research and predicting treasury yields have in common?


Historically, the expertise and tools required in cancer research had little, if nothing, to do with the skills and tools used in quantitative finance. But ...

How do third-party advisors impact DC pension plan performance?


In the world of defined contribution pensions, a plan’s investment menu is important because members’ choices are constrained by the funds that are available. And, ...

A look at designing and implementing long-term pension investment mandates


With any pension investment, plan sponsors must follow the same steps: set a policy, select asset managers and ensure strong governance, monitoring and evaluation. Pension funds ...

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