Working Past 65 Redefines Portfolios and Retirement
As economic pressures mount, a shift toward extended employment for older workers will increase, changing what it means to be retired.
Research
Rising Nationalism, Inflation Create ‘Unique Risks’ for Sovereign Wealth Funds
Global institutional investors need to reassess conventional portfolio construction and risk management practices, analysis finds.
NCPERS and CBIZ to Distribute Employee Compensation Survey
The survey is intended to help retirement systems make better recruiting and retention decisions.
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
Hedge Funds Had Good Returns in February, but Investors Pulled Money Out Anyway
The 2.2% investment performance did not seem to matter, although a Nasdaq eVestment report shows that the outflows were concentrated in a few large funds.
What Does Moody’s Bad Outlook for 3 Key BDCs Mean for Private Credit?
Maybe not much. The business development company stock index has kept climbing, regardless.
How and Why Higher-Quality Data Can Improve Investment Returns
A Q&A with Dane Rook, on a recent research paper he co-authored.
Strong Data Governance Can Lead to Higher Long-Term Returns
Asset owners should make sure quality data supports each investment decision, a new paper finds.
How Endowments Can Evaluate Their Sustainability Levels
A new method to assess institutions is unveiled, with the highest marks going to Lewis & Clark College.
ECB Research Finds Climate-Aligned Banks All Talk, No Action
White paper’s findings suggest that voluntary private-sector initiatives ‘may have relatively little impact on decarbonization.’
How Private Equity Damages Health Care, Jobs, Pensions, Report Contends
Study ranks states on what it sees as the harm from PE-run companies. Worst one: New Mexico.
Sovereign Wealth Funds Adopt More Tools to Monitor Climate Impact
Carbon footprinting and climate scenario analysis are among several methods SWFs now use, a survey finds.
Insurers Increasingly Interested in Private Credit, Per GSAM
Insurers who manage $13 trillion in the Americas and APAC see high returns in private credit, according to Goldman Sachs’ 13th annual global insurance survey.
Institutional Investors Remain Optimistic for 2024
A Commonfund survey of more than 200 institutions indicated confidence that the U.S. will not face a severe recession in late 2024 or early 2025.
Research Grant Contest Announced for Studying ESG Investing
Principles for Responsible Investment wants to find out how decarbonizing and other similar goals are working out in the Global South.