Mercer Survey: Equities Boost US Pension Ratios
A Mercer study shows the improvement in financial markets last year added billions to companies' balance sheets.
Asset Allocation
Survey: Japan Pensions Rise From Financial Crisis to Post 11.5% Profit
Increases in global equity prices helped lift returns of Japanese corporate pension funds.
Survey: University Endowments Fall 19%
A recent study shows U.S. college and university endowments lost nearly one-fifth of their value in the 2009 fiscal year.
Survey: Nearly 50% of Money Managers Ignore Climate Risks
A new report shows that nearly half of money managers surveyed do not consider climate risks in their investment decisions, considering them financially irrelevant.
Survey: American Pensions Shun Risk
(December 23, 2009) – A recent Hewitt survey shows that American pension plans increasingly are looking to step away from risk in many, if not all, of its forms. According to the consultancy’s Global Pension Risk Survey of 153
Survey: North American Investors View Private Equity More Favorably Than European, Asian Peers
According to the latest Global Private Equity Barometer from Coller Capital, 75% of Asian and European private equity investors were unsatisfied, while the same percentage of North Americans were satisfied.
Endowments and Foundations Balance Returns and Risk Management, Liquidity
A new Pyramis Pulse survey shows that endowments and foundations, often lumped together for the sake of simplicity, increasingly are turning to different asset allocations and risk management procedures to protect themselves from the dreaded fat tail.
Canadian Pensions Both Worried, Proud
A new poll shows that, while Canadian pension plan sponsors are worried about meeting their liabilities, they still are confident that the national retirement system is better equipped to handle future challenges than the rest of the world.
Study: European Asset Owners Increasingly Favor Fundamental Equity Strategies
The study also shows that European institutions have not altered their overall equity allocation drastically, although they remain significantly more conservative then their British counterparts.
Survey: With US Equities Unpopular, Corporate Bonds and Emerging Markets Hot
A recent survey by Bank of America Merrill Lynch shows that 30% of large pension plans, endowments, and foundations are reducing their exposure to much-maligned U.S. equities, choosing instead to enter corporate bonds and emerging markets.
Pensions Worry More about Inflation, Less about Interest Rates
A new survey shows that UK funds more focused on hedging their liabilities against inflation than they were earlier in the year.
Study: Lack of Understanding Between Quants and Managers
New study shows quants feel misunderstood in their roles at global financial firms.
Netherlands, Australia, Sweden, and Canada Top Global Pension Index
The United States and United Kingdom received only middling grades, with Japan and its massive defined benefit system coming in last.
In Third Quarter, Venture Deal Size Dwindles Alongside Fundraising
A likely result of weak fundraising, venture capital firms are doing smaller—but not fewer—deals than in Q2.
Gaining Clout, Top 10 SWFs Invest $1 Trillion in Stocks
Although still relatively small compared to total global stock market capitalization, SWFs are becoming more prevalent equity investors. A lack of compliance with the Santiago Principles, however, may stoke fears in some economies.