CalPERS Falling Short of Private Equity Goals
Asset class shrinking, and pension will need to allocate at least $3 billion more than last fiscal year to sustain 8% target.
Asset Allocation
Baby Boomers Carry Risky Levels of Stocks, Says Fidelity
Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.
Sustainable Investment Skeptics are Becoming Believers
Study finds number of cynics about ESG cut in half since 2017.
Canada’s CPPIB Doubles Renewables Investment
Fund boosts renewable energy investments 100-fold since 2016.
US Public Pensions Boost Stock Exposures Back to Pre-Recession Levels
Investors’ plan allocations to US equities averages 47.3%, the highest level since 2007, says Wilshire.
US Pensions Report Weak Q3 Returns
Plans returned 1% for quarter, 4.58% for year, says Wilshire Trust Universe Comparison Service.
Fire Managers Who Ignore Climate Change, Says UK Pension Regulator
Guy Opperman insists plan trustees must ensure that investment managers employ ESG tenets.
Green Coalition: Pension Plans Miss Billions by Not Divesting from Fossil Fuels
Environmental groups say CalPERS, CalSTRS, and Colorado PERA missed $19 billion by keeping fossil fuel stocks in their portfolios.
In Depth: ESG Gains A Foothold In Middle East
An analysis of critical elements and a case study to understand the integration of ESG in the Middle East.
ESG Funding Skyrocketed in 2018
BlackRock and Vanguard continue to grow socially conscious investment vehicles.
Negative Sentiment Toward Private Equity Firms’ ‘Predatory’ Behaviors Impacting Investors
Mounting criticism from high-profile political figures is influencing thinking.
Endowments and Foundations Sticking It Out with China
Despite volatility, long-term institutional investors see no reason to change strategy, NEPC study says.
SEC Questions Strategy for Thinly Traded Securities
‘One-size-fits-all’ equity market structure ‘may not be optimal’ for low-volume trades.
Rhode Island Turns to Options and Emerging Markets Debt to Improve Funding
NEPC guides the state’s investment commission through the addition of new asset classes.