Public Equities Buoy CAAT Pension Plan’s 15% Return in 2024
The C$23.3 billion pension fund’s active management has outperformed its benchmark by 1.5% annually.
Asset Allocation
ETFs See Lowest Inflows in a Year, per State Street
Investors added to gold, inflation-linked exchange-traded funds during a month of volatility.
How Companies With Frozen, Overfunded Pensions Approach the Future
Corporations are increasingly evaluating de-risking options for their pension funds, while also adding risk to their portfolios.
As Many DB Plans Reach a Surplus, Plan Sponsors Have Options
Delta Air Lines CIO Jonathan Glidden offers a peek into the internal debates.
Market Volatility, Litigation Slow PRT Deal Flow
Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants.
Why Endowments Are Not a Quick Fix for Universities Facing Funding Cuts
Restrictions on use and the funds’ earmarked status limit how much universities can rely on endowments to address funding shortfalls.
Insurer Scottish Friendly Chooses Schroders for $2.37B Mandate
The asset manager will manage the mutual life firm’s insurance assets.
Aware Super Invests $1B in Australia’s ‘Largest’ Intermodal Terminal
The north Melbourne project is designed to create transportation infrastructure to improve supply chains in the country.
Institutional Investors Show Signs of Caution After Risk-Seeking 2024
Amid market uncertainty, institutional investors have been looking for cover this year, per an IFSWF report.
Asset Owners Increasingly Holding Cash as Liquidity Becomes More Important
Institutional investors are also increasingly investing in the private markets and embracing technology solutions, according to Northern Trust’s inaugural global asset owner peer study.
48 Hours of Market Turmoil Lop Nearly 6 Points off Canadian DB Funded Ratios
In the two days after the U.S. announced new tariffs, the plans lost almost their entire C$18.4 billion surplus.
Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts
Universities with large allocations to private markets are borrowing in the bond market to address funding issues, as private equity capital calls can compete with research funding for liquidity.
NBIM Acquires Stakes in Offshore Wind Farms
The Norwegian sovereign fund will take a $1.5 billion stake in projects in Germany and Denmark.
Public Equities Lead Healthcare of Ontario Pension Plan’s 9.7% Return in 2024
HOOPP ended 2024 with a funded ratio of 111%, its 15th straight year with more assets than liabilities.
Infrastructure, Real Assets Make Attractive Additions to Fixed-Income Portfolios
The asset classes can provide significant diversification and are uncorrelated with other fixed-income investments.