Passive Investing to Overtake Active in 2021, Says Moody’s
Indexes now make up a bit more than one-third of funds, but will reach 50% in two years, the agency says.
Research
Survey Highlights Need for Auto-Enrollment in Public Sector Supplemental Retirement Plans
As defined benefit plans shrink, supplemental plans are growing – but full participation may be hard to achieve without automatic enrollment.
Moody’s Downgrades Rise, Amid Towering Corporate Debt
Downgrades continue to outnumber upgrades, although interest coverage seems stable enough, for now.
US Corporate Pensions’ Funded Level Rises to 92.6%
The 100 largest corporate DB plans gain $20 billion in February.
How Does Yale Do It? By Being Different
Yale’s asset allocation bears no resemblance to the average university endowment.
Majority of Divestments Lose Value, Report Finds
Research shows that 54% of divestitures underperformed the markets since 2010.
Global Growth Weakens More than Expected
OECD lowers its GDP forecasts for nearly all G20 countries.
Texas Teacher Retirees Could Receive a One-Time Pay Bump in 2020-21 Budget
What two new bills might do to help some of the fund’s retirees.
UK Corporate Pension Funded Levels Rise in February
Brexit expected to bring higher volatility and deficits for pensions.
Private School Endowments Return 7.4% in 2018
Size matters, as the larger funds outperformed the smaller ones.
Canadian Multi-Employer Pensions Fall from Fully Funded in Q4
Funded level of Segal Group model falls to 95% from 102%.
Private Equity Fundraising Expected to Slow in 2019
Preqin report says high pricing is putting pressure on future returns.
Report: Institutional Investors Should Explore Crypto Investing
Cambridge Associates says despite volatility, cryptoasset industry is developing, not faltering.
US Public Pension Assets Tumble in Q4
Investment losses lead to $306 billion funding loss.
Study: Paris Climate Agreement Would Hurt US Economy
EU analysis says US GDP would drop 3.4% by 2030.