Study Shows Pension Fund Assets Grow by 4.3% in 2016
China shows highest growth at 20.3% in enterprise annuity assets.
Asset Allocation
Terra Firma’s Hands Acquires McDonalds’ Nordic Restaurants
Guy Hands to run businesses with his wife and family.
The Smart Beta Balancing Act
Maximizing factor-investing returns only over the long-term can put CIOs at risk of being fired over short-term performance, Research Affiliates argues.
Public Pension Return Assumptions Haven’t Budged: Survey
Average actuarial assumed rates of return remained stagnant at 7.5% last year despite two-fifths of pensions lowering expectations.
Why Long-Term Investors Love Beta
Viewing assets over long time horizons makes what short-term investors classify as beta look more like alpha.
Impact Investments Surpass $35 Billion
Assets grew by more than $10 billion in the last two years, with the bulk committed to private debt, found the Global Impacting Investing Network.
Are Large Equities Allocations Holding Back Pension Funds?
Closing funding gaps will require fewer liquid investments and more private assets, according to Cambridge Associates.
Institutional Investors ‘Confident’ in Return Expectations
Asset owners surveyed by Fidelity reported strong chances of excess return despite market uncertainty.
Funds-of-Hedge Funds Liquidations Trump Launches, Preqin Says
Fund closings have been double fund launches for the past two years.
Insurers Up Risk, Alts Amid Interest Rate Uncertainty
Low rates have insurance companies turning to riskier assets, while alternatives offer protection from a surprise rate hike, according to Cerulli.
Don’t Count on First-Mover Advantage in Private Equity
Poor deal making conditions could dampen return opportunities for early entrants into emerging markets, research shows.
ESG ‘Key’ to Outperformance in Emerging Markets
Environmental, social, and governance factors can have a significant positive impact on emerging markets portfolios, says Cambridge Associates.
Why Pension Funds Shouldn’t Buy Infrastructure
“Illusory” risk-return profiles and a lack of quality supply seriously detracts from the attractiveness of the asset class, argues Deutsche Bank.
Don’t Count on Hitting Your Return Target: Research Affiliates
Forecasts for several mainstream portfolios reveal dismal odds of earning a 5% real return over the next 10 years.
Private Equity Breaks More Records
Highest-ever aggregate payout to investors is accompanied by a new high in unused capital.