Cyrus Taraporevala of BNY Mellon Asset Management gives voice to the concerns of institutional investors in the form of an imaginary letter to the investment community. abstract | full
Maria Riddle of Mellon Capital Management Corporation outlines the potential diversification benefits commodities can provide in financial portfolios. Abstract | Full
This pressing issue is addressed by Ronald P. O’Hanley, Vice Chairman, The Bank of New York Mellon, and Charles J. Jacklin, Ph.D., President and CEO, Mellon Capital Management. Abstract | Full
Robin Wehbe of The Boston Company Asset Management outlines why the pullback in commodity prices could end quickly with the next uptick in the economy.Abstract | Full
The Boston Company Asset Management’s Small Cap Growth Team identifies themes that they believe will influence the investing climate over the next year or longer. Abstract | Full
With pension reform instilling market-based accounting principles for private plans, will public plans soon follow suit? Andrew Wozniak and Peter Austin of BNY Mellon Asset Management explore the issue. Abstract | Full
Considering the market environment in 2007, hedge funds and hedge funds-of-funds did pretty well. Bob Jaeger of BNY Mellon Asset Management explains. Abstract | Full
In recent years, Real Estate Investment Trusts and other public real estate offerings have grown dramatically as a global phenomenon. Todd Briddell of Urdang Securities Management explains. Abstract | Full
Liability-driven investing (LDI) has become an important tool for plan sponsors. David Chittim and Albert Trezza of BNY Mellon Asset Management examine approaches for implementing LDI that best achieve the sponsor's objectives. Abstract
In the first of a two-part series, Robert A. Jaeger of BNY Mellon Asset Management explores why active management remains vital, despite predictions of the efficient market hypothesis (EMH). Abstract | Full
In the second of a two-part series, Robert A. Jaeger of BNY Mellon Asset Management examines the nature of active management skill – and why it is so hard to find. Abstract | Full
David Zigas of BNY Mellon Asset Management looks at the volatile summer of 2007 and the impact it may have had on different quantitative strategies. Abstract | Full
Charlie Jacklin of Mellon Capital Management Corp. examines how easing investment constraints is the key to 130/30, market neutral, and other innovative strategies. Abstract | Full
Cathy Powers of Standish Mellon Asset Management finds parallels between the subprime market and the $700 billion market for commercial mortgage backed securities (CMBS). Abstract | Full
Tom Loeb, Chairman of Mellon Capital Management Corporation, reviews major financial innovations of the past several decades that are now prevalent in today’s market. Abstract | Full
In this special report, veteran BNY Mellon Asset Management professionals examine the financial trends that are likely to dominate for the next generation.Abstract | Full
Charles Jacklin and Ralph Goldsticker of Mellon Capital Management Corporation examine the impact of the Baby Boomer retirement era on global stock markets. Abstract | Full
Greg Curran of Standish Mellon explains how the benchmarks used to gauge fixed income managers for pension plans can help or hinder plan objectives. Abstract | Full
Cash balance pension plans were given a big boost by recent federal pension reform legislation. Al Trezza of BNY Mellon Asset Management explains. Abstract | Full
Todd Kniola, Senior Quantitative Analyst for BNY Mellon, explains how long duration swaps can assist plan sponsors in liability-driven investing. Abstract | Full
This special report by BNY Mellon Asset Management experts outlines how Liability-Driven Investing can assist plan sponsors in many facets of asset-liability managementAbstract | Full
Dave Chittim and Al Trezza of BNY Mellon Asset Management describe the steps needed for ongoing monitoring of pension plans in the wake of the new Pension Protection Act.Abstract | Full
Employer-provided healthcare, as we've known it for 50 years, is fading away. David Zigas of BNY Mellon Asset Management examines the implications.Abstract | Full
Kenneth A. Barker of Mellon Equity Associates explains how the firm seeks to profit from market cycles that alternate in favoring small- and large-cap stocks. Abstract | Full
Edward H. Ladd, Chairman Emeritus of Standish Mellon Asset Management, outlines the prospects for a Chinese economic slowdown and its implications.Abstract | Full
Dave Chittim of Standish Mellon Asset Management outlines how long duration bonds can lower the volatility of pension costs for plan sponsors. Abstract | Full
Many companies are choosing to freeze their defined benefit plans to eliminate volatility and financial risk. But unless done properly, freezing can actually increase risk, as explained in this report by BNY Mellon Asset Management experts. Abstract | Full
