Mercer: US Pension Deficit Reaches Post-World War II High
Funding levels plummeted during the month of September as equities values dropped and bond yields fell, consulting firm Mercer shows.
Asset Allocation
EDHEC Study: ETFs Can Boost Returns, Lower Risk in Core-Satellite Investment Approach
A new study from the EDHEC-Risk Institute, produced as part of the Amundi ETF research chair on "Core-Satellite and ETF Investment," has found that implementation of a Dynamic Core-Satellite approach can boost portfolio returns while keeping downside risk under control.
Qatar Holdings Commits to Gold
The Qatari sovereign wealth fund has upped its stakes in gold, planning to invest about $1 billion in European Goldfields.
Survey: Asset Owners Increasingly Cautious About Risk Management
In an attempt to limit risk exposure, pension funds and other institutional investors are integrating more risk management tools into the investment process, according to new research by MSCI.
US Public Pension Assets Reach 3-Year Peak at $2.8 Trillion in Q2
New data from the Census Bureau has revealed that assets for the 100 largest public employee pensions systems in the United States rose more than 1% to $2.8 trillion during the second quarter.
JP Morgan: With Dip in Equities, Sovereign Wealth Funds Review Traditional Asset Allocation
Sovereign wealth funds are reconsidering their investment strategies following low performance in equities against low-yielding fixed-income, a JP Morgan analysis reveals.
CalPERS CIO: 7.75% Investment Return Will Be a Stretch 'For the Next Few Years'
Joe Dear, the investment chief of the California Public Employees’ Retirement System (CalPERS), has said a 7.75% return may be tough to meet.
Private Equity Surpasses Public Market, Report Reveals
New research shows that private equity outperforms public markets over the long-term.
CII Report: Institutional Investors Are Unhappy With Executive Pay
Drawing on interviews with investors on why they collectively voted against 37 companies whose pay plans fell short of majority support between January 1 and July 1, 2011, research by the Council of Institutional Investors has revealed that some 92% of institutional investors are unhappy with executive pay relating to performance at the companies they invest in.
New York City Pensions Pursue Cash
New York City’s pension funds have upped their cash holdings to about 8% on average after selling some high-yield bonds and stocks.
South America, Asia: The Cat's Meow With Infrastructure Investment
New research by Preqin has found that investment consultants cite South America and Asia as attractive investment regions for infrastructure in the coming year.
Study: Younger, Smaller Hedge Funds Outperform
A new study by PerTrac examines the impact of size and age on hedge fund returns.
Florida Pension Commits to Alternatives
Florida State Board of Administration is searching for managers to run up to $6 billion in private equity, hedge funds, real estate, commodities and infrastructure, Kevin SigRist, deputy executive director, said at its investment advisory council meeting.
Moody's Report: UK Schemes Move to Emerging Market Debt
Moody's Investors Service has found that pension funds in the UK are increasingly turning to emerging market debt.
Study: Institutional Investment Spurs Greater Focus on Corporate Governance in Hedge Funds
An investor survey by Carne Group has found that hedge fund governance is an issue that has increased in importance since 2008, with allocators now actively pressing for changes in the way that hedge fund boards are managed.