Pensions
Canadian DB Plans Weather Market Volatility, Inflation … So Far
With challenging conditions likely to persist, Mercer advises plan sponsors prepare for the worst but hope for the best.
Tag: investment returns
Asset Allocation
Yale Endowment Gains 0.8%, Duke, Cornell Post Small Losses in 2022
Yale CIO sees ‘challenging times ahead’ due to rising interest rates, inflation, and geopolitics.
Asset Allocation
Virginia Retirement System Bucks Trend, Ends Fiscal Year 2022 Up Slightly
CIO Ronald Schmitz credits outperformance to diversification strategy and strong private markets.
Asset Allocation
State Pensions Are in the Black, But Red May Be Ahead
For state pensions, funded status has increased, but meeting return expectations may still be a challenge.
Corporate Moves
Pension Fund Investment Portfolios Thrive During Pandemic
Many of the world’s largest institutional investors report over 20% gains despite the economic impact of COVID-19.
Asset Management Culture
Corporate DB Funding Level Nudged Upward in 2019
Large company plans gain a point, to 87%, Willis Towers Watson says.
Risk
The University of California Pension Fund Lowers Expected Rate of Return
The giant fund is succumbing to lower inflation assumptions.
CalPERS Investment Returns Are in Negative Territory
The largest US pension plan—and smaller ones across the country—are affected by market volatility that has lowered investment returns.
Pennsylvania SERS Returns 15.1% in 2017
System gains $3.9 billion to reach total assets of $29.3 billion.
Research
Rhode Island Pension Fund Returns 14.48%
Strong returns bring fund’s asset value to $8.42 billion.
TEXPERS: Texas Pension Systems in Better Health with Lower Target Rates
Even with lowered returns, no negative impact on ability to meet obligations.