Tag: Lump-sum

Pensions August 26, 2020

Court Rules for Colgate Retirees in Benefit Calculation Lawsuit

Colgate may have to pay a total of $300 million to 1,200 retirement plan participants.

Pensions May 1, 2020

Judges Reject Dallas Retirees’ Push to Restore Lump-Sum Payouts

Federal appeals court ruling is boon to ailing police and firefighters’ pension system.

Regulation April 10, 2019

Senators Grill the Feds After Allowing Retirees to Receive Lump-Sum Benefits

Retirees sometimes left devoid of important information in buyout decision–making process, lawmakers argue.

Newsmakers December 7, 2017

MOSERS Lump-sum Buyout Could Save $90 Million

22% of former state workers take lump-sum payout, fund expects more than $2 million in first-year savings.

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2021 Outsourced-Chief Investment Officer Survey

2020 Transition Management Survey

2020 Liability-Driven Investment Survey

2021 CIO Influential Investors Forum and Industry Innovation Awards Dinner

December 7, 2021 | Chelsea Piers, Pier 60 New York

Clint Coghill discusses the data challenges facing the institutional investment community

Backstop Solutions Group CEO Clint Coghill provides insight in the challenges Institutional investors face in today's data-driven marketplace.

Sponsored by Backstop Solutions

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.
A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.
Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.