Asset Allocation
UK Pension Funds Now Hold less than 20% in Equities
Report also says accounting rules change could cost FTSE 100 pensions $100 billion.
Tag: Equities
Research
Canadian DB Pension Funds’ Cup Runneth Over
Funded status of Canadian plans surges well above 100% in Q3.
CalPERS to Review Whether International Stock Holdings Should Be Reduced
A decade ago, the largest US pension plan decided to abandon its home country bias favoring US stocks. Now, pension officials wonder if it was the right move as US stock performance has shined.
Risk
Cincinnati Retirement System Hits Its 7.9% Fiscal Target
But gains are down from previous year’s 14.6%. Domestic stocks, private equity did the best.
Institutional Assets Rebound Slightly in Q2
Gains 0.88% after registering first loss in nearly three years during Q1.
NYC Pension Funds Earn 8.7% in 2018
Returns surpass 7% rate assumption, but fall short of last year’s 12.95%.
Why Small Caps Romped in May, Leaving Behind Large Stocks
For a change, the small-stock S&P 600 outpaced its large-cap sibling, with healthcare a big plus.
Asset Allocation
Canadian Pension Returns Defy Slumping Domestic Equities
Pensions returned 0.37% during Q1, despite Canadian equities falling 3%.
Risk
Danish Pension Fund ATP Loses 1% in Q1
Fund blames first negative quarter since 2015 on falling global equities.
Asset Allocation
UK Pension Industry Executes Rapid-Fire Stock Sale
De-risking measures prep for possible market shock.
UBS: Equities Still Attractive, but Won’t be as Strong in 2018
Europe seeing recovery, while China presents risk, opportunity.
Newsmakers
JP Morgan’s Sarah Emly Passes Away
Fund manager averaged 21% returns over three-year period.
Research
NEPC: Emerging Markets Boost Global Equities in August
MSCI EM Index currently at 28.3% returns in 2017.
Rhode Island’s Pension Fund Outperforms Benchmark with 11.6% Return
Plan earns $851 million in fiscal 2017.
Is it Gold’s Time to Shine?
Gold remains relatively inexpensive in the face of record-high equity prices and spiking bond yields.