Multiemployer Plans Faltered in Second Half of 2018
Funding shortfall for the plans increased by $51 billion during period.
Research
Money Managers’ Own Plans Have Higher Balances, More Choices
Asset manager 401(k) plan balances are four times that of the general population.
Many Institutional Investors Confuse ESG with Socially Responsible Investing
White paper says purpose of ESG is to improve financial performance, not change the world.
Wilshire Trust Universe Reports Best Quarter Since 2009
Quarterly return of 8.26% provides strong rebound from 2018’s dismal Q4.
UK Loses Decade of Improving Life Expectancies
Mortality rate at the end of 2019 expected to fall back to 2009 level.
Vast Majority of Endowments Investing in Crypto Assets
Survey finds 94% of endowments invested in digital assets in 2018.
Life Expectancies Are Declining Slightly in Private Pension Plans
Society of Actuaries director hints at opioid crisis, societal issues as cause.
Diversity Not a Priority for Asset Managers
Report finds that interest and concern have not translated into action.
US Corporate Pension Funding Level Rises to 91.4% in April
Improvement boosted by strong investment returns during the month.
Canadian Plan Sponsors Rebound Strongly to Return 7% in Q1
US, Canadian equities were top-performing asset classes.
Many Pensions Still Struggling After the Great Recession
New Pew study finds many institutional investors are reporting declining funded ratios since 2009.
US Pension Funded Status Rises to 89% in Q1
Gains fueled by 9% surge in asset returns during the quarter.
Majority of Rhode Island’s Locally Run Municipal Pensions Flunk Financial Test
State urges them to join consortium it administers and turn things around.
Canadian Funds Return 8.3% in Q1
Despite strong gains, funds underperformed the benchmark portfolio.
As GP-Led Secondaries Grow, Investors Seek Transparency
GP-led secondaries had a record-breaking 2018, but new guidelines from ILPA show that investors want more information and more time to consider the deals.