Hidden Risks Still Bedevil Allocators’ Returns, Updated Study Warns
Institutional investors’ attempts at diversification often are self-defeating, says NTAM in a new version of its 2020 jeremiad.
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‘Investor Identity’: Bringing Together the Main Drivers of Investment Returns
Stanford University’s Ashby Monk and Dane Rook, in a new academic paper, classify the leading factors determining investment returns for institutional investors.
Tesla Seems to be Doing Fine With Musk Otherwise Engaged
As a fraud trial starts centered on the EV company, it actually has been performing well in sales and earnings.
Heinz Endowments Name New President
The Heinz family announced the appointment of Chris DeCardy after a 10-month search to fill the role.
NYC Pension Fund-Led Group Strikes Deal With Apple on Workers’ Rights to Organize
Tech giant agrees to publish independent assessment on employees’ rights to unionize.
Recessions May Be Mild, but Market Reactions Aren’t
BlackRock forecasts a 1% economic contraction this year. The question: How will investors respond?
PBGC Approves 2 More Supplemental Assistance Applications
The Teamsters Local 641 and Graphic Communications International Union pensions will both receive supplemental assistance from the PBGC.
Allocators’ Favorite Stock Buys: Battered Tech Names
Amazon, Alphabet and Tesla headed their pick lists in 3Q 2022, a study finds.
CalPERS Commits $1 Billion to Boost Diversity Among Alts Managers
The pension giant is investing $500 million in both TPG’s Next Fund and GCM Grosvenor’s ‘Elevate’ strategy.
Former Problem Children, Agency Mortgage-Backed Securities, Make Case for Inclusion in Core Bond Portfolios
The catalyst investment vehicle responsible for 2008-09 financial Crisis appears to have a strong setup to perform well in 2023.
LCP Expects Record Year for UK Pension De-Risking in 2023
Buy-in and buy-out volumes are forecast to top 2019’s record of £43.8 billion
U.S. State, Local Public Pensions Saw Funding Statuses Fall in 2022
The Equable Institute recently released its year-end update to State of Pensions 2022, covering the funding status of public pensions across the country.
Diversity Improves for Foundation Asset Managers
Some 18% of assets were managed by women- and minority-owned firms in 2022, a Knight Foundation survey finds.
What Does SECURE 2.0 Mean for Pension Plans? Dead Trees and Migraines.
Though SECURE 2.0 primarily focuses on defined contribution plans, it also contains changes relevant for traditional pension plans.
Teachers’ Retirement System of Illinois Issues RFP for Investment Consultant
The $60.7 billion pension system is seeking a firm to assist in investment decisions after RVK’s 5-year term expires this year.