‘Disruption Is the Only Constant,’ CFA Institute Research Finds
Technology, sustainability expected to drive the future of work in investment management.
Research
Downsides of Direct Indexing: Tracking Error and Less Diversification
Research Affiliates assesses how tailoring indexes to investors’ tastes carries its own weaknesses.
Don’t Call It a Comeback: Plan Sponsors Could Thaw Frozen Defined Benefit Plans
Unfreezing pension plans may help with workforce recruitment and retention.
Get Ready for an L-Shaped Recession, Warns Credit Suisse
A deep recession and then little growth may be what’s needed to fight today’s high inflation, says strategist Pozsar.
Worsening Economy Threatens Retirement Security for Canadian Millennials
Survey finds rising inflation and interest rates are putting retirement savings in jeopardy, particularly for those under 35.
Iceland’s Retirement System Leads Global Rankings
A report finds the gender gap continues to persist in every retirement system in the world.
Asset Managers Are Feeling Leery, BofA Survey Finds
The bank says its survey is the ‘least bullish’ since October 2020.
You Can’t Judge a Pension by Its Funded Level
A new report debunks the ‘myth’ that an 80% funded level means a plan is in good health.
How Fed Tapering Will Slam Bond Buyers
No more bond buying, plus the government’s dwindling cash reservoir, will bring pain, says Natixis’ Lavorgna.
Op-Ed: The Green Gambit—Investing for Corporate Strategic Advantage in the Post-COVID-19 World
Alan Martinovich, with global management consultancy Arthur D. Little, says now is the time to make intentional moves that will drive green transformation.
Dutch APG Launches Sustainable Index Funds
The Netherlands’ largest pension provider and active investor advocate is dipping its toe in passive waters.
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.