Dutch APG Launches Sustainable Index Funds
The Netherlands’ largest pension provider and active investor advocate is dipping its toe in passive waters.
Research
Pension Fund Investment Portfolios Thrive During Pandemic
Many of the world’s largest institutional investors report over 20% gains despite the economic impact of COVID-19.
World’s Largest 300 Pension Funds’ AUM Surge 11.5% in 2020
The sovereign wealth funds of Japan and Norway remain the two biggest in the world.
Investors Paid Lowest Fund Fees Ever in 2020, Study Finds
Morningstar research also says fees are ‘a reliable predictor of future returns.’
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.
Allocator Insights Webinar August 17: Consultant’s View
Taylor Mammen, Heidi Poon, and David Tatkow will discuss the best opportunities for investors at 2 p.m.
Woodman, Don’t Spare That Tree: Lumber Price Spiral Is Now Over
The tab for this construction-centric wood, which figures in many asset allocators’ alt strategies, has dropped back as production finally expands.
Stocks Usually Stink in August, but Bonds…
Fixed income benefits from equities’ worst month, LPL says.
What Is the 10-Year Treasury’s Falling Yield Telling Us?
Not that a slowing economy is ahead, says BCA Research. The answer, it thinks, is ‘more subtle.’
Why Morgan Stanley Thinks These Stocks Are the Bomb
The Wall Street house gives its semi-annual picks on what can do well in any economy.
Private Equity Sees Record-Breaking Dealmaking in First Half of 2021
With $580 billion in new deals already, EY says the industry is on pace for its first trillion-dollar year.
Report: Fat From Funding, Corporate Pensions May Want to Hibernate
Now is a good time for well-funded DB plans to think about a hibernation portfolio, according to NISA.
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Pension Funds Should Report Performance on a Monthly Basis, Markov Says
An analysis of portfolios using a returns-based lens would help some funds improve transparency, the investment researcher advises.
401(k) Plans Need a Plan When Incorporating ESG Investing
DCIIA offers ‘tactical steps’ for integrating sustainable investing into defined contribution plans.