Institutional Investors Find Calm Amid Post-Election Chaos
The markets see stability ahead, despite a delayed election result, Senate runoff races, and voter fraud claims from the president.
Research
Will Cutting Down on External Managers Make a Difference?
Sure, it can help lower investment fees. But those after-fee returns? Researchers say that’s a mixed bag.
Private Equity Fundraising Down But Not Out, Despite Pandemic
Deal-making is bouncing back after being shut down earlier in the year due to the COVID-19 outbreak.
Climate Disclosure Rises Sharply for Canadian Financial Firms
Report shows firms north of the border are increasingly adopting TCFD-aligned climate-risk disclosures.
Housing Surge May Be Ebbing, Economist Says
Much of the action has been in the high end of the market, notes TS Lombard’s Brennan.
Ivy League Endowments Underperform 60-40 Portfolio Again
Average university returns fall short of a passive portfolio over one- and 10-year periods.
Slow Jobs Recovery to Impact Some State Credit Ratings
Hawaii recently saw a Fitch downgrade to AA, thanks to continued employment losses in the leisure sector.
Net Zero Becoming More Affordable Says Goldman Sachs
Advances in technology, finance, and shareholder engagement are significantly reducing the cost of de-carbonization.
Canadian Diversified Pool Funds Return 4.4% in Q3
Robust quarterly returns were not enough to overcome falling interest rates as solvency ratio drops from beginning of year.
Netherlands, Denmark Repeat as World’s Top-Ranked Pension Systems
Study finds COVID-19 pandemic is expected to widen the gender gap as women make up more than half of hardest hit sectors.
How Investment Teams Waste Their Time
It would be better spent on due diligence, instead of meaningless scut work, say Backstop and Mercer.
How a Trump or Biden Victory Might Affect the Economy
S&P Global Ratings analyzes the candidates’ differences and ‘surprising similarities.’
Retiree Lift-Outs Boost Pension Risk Transfers to $4 Billion in Q3
Employers are pushing through transactions in the second half of the year after the pandemic forced delays.
UK DB Plans’ Funded Ratio Falls to 91.4% in September
Meanwhile, the aggregate deficit of UK defined benefit plans rose to £166.1 billion during the month.
OECD Report Outlines Challenges Facing ESG Investing
Study finds ‘little evidence’ of consistent ESG over-performance in recent years.