Investors Are Starting to See the Positive Effect of ESG Investing
Screening methods may uncover alpha in small caps.
Research
US Educational Endowments Return 8.2% in 2018
But long-term returns fall well below target rates for endowments of all sizes.
FTSE 100 Pensions’ Bond Allocation Nearly Doubles in Decade
Plans look to lock in gains by shifting to fixed income investments.
Canadian Fund Managers Post 2.7% Loss in 2018
Solvency ratio for Canadian pension plans drops 2% for year.
Hedge Funds Have Worst Year in a Decade
Industry-wide losses of 3.42% in 2018 are largest since 2008.
Alternatives Make Up Majority of Family Office Portfolio
Survey finds alternatives generated 10.2% average return in 2018.
UK Pension Scam Victims Lose an Average of £91,000
Losses are likely to be even higher, as most scams go unreported.
More Corporate DB Plans Want to Dump Liabilities ASAP
Many businesses are looking to unload all retirement assets within five years, MetLife survey shows.
100 Largest Funds Cutting Assumptions
Funding levels improving, but market volatility left some scars.
How Long Do Retired Public Employees Live?
Actuarial study focuses on mortality rates for teachers, safety professionals, and general employees.
IMF, OECD Global Forecasts Increasingly Downbeat
Decline in growth expectations coincided with start of US-China trade war.
Venture Capital Deals Set Record for 5th Straight Year
Growth in private equity fundraising shows no signs of abating.
Endowment Index Falls 9% in 2018
Recession fears, trade wars, rate hikes, and a strong dollar weigh down index.
The Secret of Smaller Endowments and Foundations’ Outperformance
Why their greater sensitivity to risk has served them well, a survey shows.
Connecticut Task Force in Extra Innings to Find Pension Fixes
Commission still grappling over plan to tap state assets like office buildings to feed ailing retirement program.