Mike Jarasitis CFA, and Francois Pellerin, FSA, EA, CERA, CFA, leverage their extensive learnings from plan sponsors, consultants, and pension stakeholders to share current trends, opportunities, and issues impacting U.S. DB plan stakeholders.
Plans, workers look to recoup billions in “Car Wash” scandal losses.
Despite investors’ appetite for cheaper, passive vehicles, our research uncovers several interesting facts: such as replicating bond markets through indexing has proved almost impossible, the understated important of ESG, and that over longer periods active management at minimum is highly complementary with passive strategies.
Board members float four possible paths to change portfolio structure; employers worried about higher pension payments.
State budget director balks at report that says proposed reform plan will cost taxpayers billions.
What are some of the key drivers in servicing institutional investor clients in transitioning their portfolios? Asset flows. Dispersion. Risk mitigation. Technological advances. Here are the trends that William Cobbett, Head of Transition Management Americas, is seeing from his capital markets desk at Citi in New York, and how they may factor into an asset owner’s choice of transition manager.
After demanding new hedge fund fee structure, CIO moves from public pension to endowment.