Lawsuit Accuses Caesars, Russell Investment of Gambling with 401(k) Plan
The plaintiffs claim switching from State Street has cost participants $100 million in losses.
Asset Allocation
Fidelity 401(k) Plan Balances Rise to New High in Q1
Despite economic fallout from the pandemic, defined contribution plan balances remain strong.
Where Allocators Can Find Good Post-Pandemic Investments
Our panel suggested cobalt, building ground leases, sports franchise lending, and others.
So, SPACs Are Dead Meat? Not a Chance
The craze for the blank check outfits might have dwindled, due to the SEC, but they’re still a good investing choice, our symposium panelists say.
Health Care, Enterprise Tech, and Other Tips for China from Allocators
Savvy knowledge of Beijing’s capital markets is in higher demand than ever before, as investment chiefs discussed at the 2021 CIO Symposium.
CIOs See Fixed Income Targets in High Yield, Emerging Markets, Private Credit
Panel of investment managers expects high short-term inflation, but says it’s not a concern.
Pension Fund Increases Its Blockchain Technology, Bitcoin Allocations
CIO Katherine Molnar will speak at the CIO Symposium on May 12 with CIO Andrew Spellar.
Mubadala Goes on a Spending Spree in 2020
The sovereign wealth fund invested $29 billion into growth sectors, including in technology, life sciences, and consumer goods.
Court Dismisses ERISA Lawsuit Against Edison International ESOP
Appellate court rules the plaintiff failed to meet the standard set in a 2014 Fifth Third lawsuit.
Denmark’s ATP Loses $200 Million from Bond Exposure
The pension giant’s misstep came from increased sensitivity to interest rates.
Op-Ed: Where Buffett and Dalio Are Wrong on Bonds
Mark Holman, CEO and portfolio manager of TwentyFour Asset Management, argues that the two famed investors are ignoring compelling opportunities in the fixed income markets.
Stone Point, GIC to Acquire Recordkeeper Ascensus
Investors are betting on ‘further growth’ in the financial technology firm that should benefit from aging societies.
Credit Investments to Watch: Private Credit, Securitized Credit, and Alpha-Oriented Mandates
Asset owners should dig their heels into renewables financing, bank capital relief trades, and other less ‘vanilla’ strategies, says Willis Towers Watson.
Tax Change Fears Spur Record M&A Dealmaking in Q1
The specter of higher capital gains taxes in 2022 accelerated activity, Echelon says.
Where to Invest in Real Estate Right Now, and Where Not to, Say 2 CIOs
Ohio SERS’s Majeed and NEBF’s Tarbox assess infrastructure, offices, retail, and more in our webinar.