Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar
Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30.
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University of Pennsylvania Endowment Returns 7.1%
Assets of the fund increased to $22.3 billion as of June 30.
UK Infrastructure Bank to Become National Wealth Fund in Domestic Infrastructure Push
The plan to create a £27.8 billion sovereign fund moves forward.
Corporate Pension Funded Status Slightly Declines in September
Plan liabilities increased faster than equity gains, resulting in slight declines in the funded status of U.S. corporate pension plans.
MIT Announces Endowment Performance, Returns 8.9% in Fiscal 2024
Assets managed by MITIMCo rose to $24.6 billion.
Wyoming State Treasury CIO Fleming to Retire in June 2025
The head of the $30 billion sovereign fund, Patrick Fleming started when the treasury was a ‘one-man shop’ in 2014.
New York Common Earmarks Nearly $3B in Investments in August
The $268 billion pension fund allotted the bulk of its commitments to public equities, real estate, and credit investments.
Royal Mail Finally Launches Britain’s 1st CDC Pension Plan
The debut comes nearly a decade after collective defined contribution pension plans were first proposed in the U.K.
Stanford Investment Vehicle Returns 8.4%
In fiscal 2024, assets of the Stanford merged pool, about 75% of which come from the university’s endowment, rose to $42.8 billion.
Investors Should Understand ‘How the System Works for You,’ per CFA Institute Head Franklin
In a wide-ranging conversation, Margaret Franklin shares ‘essential principles’ and her thoughts on private markets, artificial intelligence, responsible governance and more.
US Public Pension Funds Achieved 1-Year Returns of 9.7% in Q2
The top 5% of performing funds returned just below 13%, according to Nasdaq eVestment’s CIO Quarterly.
SEC Monitoring Effects of Hurricane Milton on Capital Markets
The agency will evaluate granting relief from filing deadlines to firms affected by the hurricane.
Michelin Pension Completes $1.96B Annuity Buy-In With Aviva
The pension risk transfer will cover the liabilities of 15,000 plan participants.
Plan Sponsors Increasingly Seek to Divest All DB Liabilities Amid Corporate Scrutiny
Some 93% of companies with de-risking plans expect to completely divest their defined benefit liabilities, according to a MetLife survey.
Ares to Acquire Real Estate Asset Manager GCP International
The deal will double Ares Real Estate’s assets to $96 billion.