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Selected Research for Endowments, Foundations & Charities

Wealth Planning

MissionPossible Summer 2014

While many nonprofits are seeing an uptrend in lifetime gifts, they’re also observing that donors are being careful to stay well within their giving capacity—a reasonable choice, given the modest expectations for capital markets returns.

August 7, 2014

Wealth Planning

Trust-Worthy Decisions: A Guide to Managing Trusts

Modest expectations for investment returns, higher tax rates, and longer lives for beneficiaries combine to make the job of a trustee especially challenging today. Trustees now have more tools to deploy in fulfilling a grantor’s intentions, but to use them well, they need to foresee how decisions made today may affect trust performance decades into the future. Using our Wealth Forecasting System, we researched the comparative benefits of various strategies a trustee might choose.

July 1, 2014

Wealth Planning

MissionPossible Fall 2013

How much can your portfolio earn? How much can you afford to spend? If your organization’s funding has recently increased or decreased, how will your spending policy and investment policy affect its long-term financial strength? The latest issue of MissionPossible suggests some answers.

December 1, 2013

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Recent Institutional Research

Retirement Planning

Introducing AB Multi-Manager Select Retirement Funds

Creating Tomorrow’s Target-Date Fund—Today

AllianceBernstein and Morningstar Associates, LLC have teamed up to bring a next-generation retirement solution to the market: AB Multi-Manager Select Retirement Funds―a compelling suite of nonproprietary target-date funds that address the challenges of traditional target-date design with the goal of building retirement income potential while limiting short-term risk to enhance participants’ retirement security.

January 5, 2015

Fixed Income/Bonds

Deflation in the Euro Area: Are We There Yet?

Senior European Economist

With the European Central Bank (ECB) finally recognizing that the euro area is battling against severe deflationary headwinds, further policy easing looks likely. This should help anchor bond yields, but may not be enough to overcome the huge challenges facing the region.

November 20, 2014

After the Beta Trade

Emerging-Market Investing for the Next Decade

Senior Portfolio Manager
Emerging Markets Portfolio Manager
Co-Head, Equities Quantitative Research
Portfolio Manager—Emerging Markets Core Equities and Director of Research—Emerging Markets Value Equities

Tailwinds to emerging-market beta returns are diminishing. Mere beta exposure will no longer be enough to win in developing-world stocks. For long-term success, we believe that investors need to find ways to boost return potential, reduce portfolio volatility and diminish developing-market equities’ high correlations with developed-market equity exposures. That will take a discriminating, active approach.

October 13, 2014

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