Ivy League Endowments Lag 60-40 Portfolio
None of the elite universities’ endowments beat a 60-40 portfolio over the past decade.
Research
As G20 Summit Starts, International Poll Shows Low Confidence Levels Among Populations
Departing Merkel has highest confidence rating, with other major leaders lagging behind badly.
Pension Funds’ Appetite for Private Equity Grows
Asset class is top choice for US, UK public pensions in Q3
CIO Releases Annual LDI Survey
Survey reveals trends and asset allocations of investors.
US Net Pension Liabilities Top $1 Trillion
Ratio of liabilities to personal income rises to 3.6%, according to Fitch Ratings.
UK Corporate Pension Deficit Nearly Triples in October
Aggregate deficit of PPF 7800 balloons to £107.7 billion as funding level drops 4.1%.
Canadian Pension Funds Tread Water in Q3
Declining Canadian equities, weakness in energy stocks weigh down returns.
Public Pension Return Assumptions Fall to All-Time Low
Lowered projections could increase financial burden on state, local governments.
Pensions Account for 61% of Top 100 Asset Owners
Willis Towers Watson unit ranks the largest funds, with Japan’s Government Pension Investment Fund on top.
Five FTSE 100 Firms Pay More in Pension Contributions than Dividends
But most large companies still allocate far more to shareholder dividends.
More States May Turn to Lotteries to Fund Pensions
Untapped public assets could contribute ‘many billions of dollars’ to underfunded pensions.
Wealth Concentration Grows Among World’s Largest Asset Managers
The rich get richer as total assets under management of 500 largest managers nears $94 trillion.
US Corporate Funded Ratio Slumps in October
Wilshire Consulting’s managing director calls the month’s 1.9 percentage point dip the ‘largest pull back’ since June 2016.
Canadian Pension Funds Post Negative Q3 Asset Returns
Funded ratio still rises as declining liabilities offset losses.
Aging Populations Continue to Burden World Economies
Report finds policymakers struggling to balance retirement adequacy with economic sustainability.