Market Moves
Plan Sponsors See Recession in Three Years, Lower Targets
NEPC survey finds LDI investors have better-funded plans.
Tag: NEPC
Endowments and Foundations Sticking It Out with China
Despite volatility, long-term institutional investors see no reason to change strategy, NEPC study says.
Oft-Touted Risk Premia Strategies Show Their Weak Side
Meant as hedge fund replacements, they haven’t kept up with the market, though they’ve improved this year.
Asset Allocation
San Antonio Fire and Police Wants More Private Investments
New consultant NEPC suggests targets will be achieved by keeping a steady pace in commitments.
Research
Endowments Increasingly Dour About Economy
Survey finds number of foundations fearing slowdown has tripled.
Asset Allocation
Consultant’s ‘Less Optimistic’ View of Equities Leads Massachusetts to Consider Portfolio Re-Allocation
Board considers ‘incremental increases’ to private markets exposure to deliver long-term benefits.
Asset Allocation
Lagged Manager Activity Impacts New Hampshire’s Private Pacing Plan
Consultant recommends the pension complete between $300 million to $400 million of new commitments per vintage year for the next several years.
Newsmakers
Texas ERS Terminates Decade-Old Relationship with Investment Consultant
ERS also brings a new infrastructure private equity consultant on board.
Endowments and Foundations Eye Positive Economy, Emerging Markets
NEPC survey finds geopolitical tension among biggest concerns.
CIO Announces Consultant of the Year Finalists
Winner to be announced during December 7 awards gala following CIO’s Influential Investors forum.
NEPC: Overfunded DB Plans Rise 10%
Survey finds 19% of defined benefit plans have a funded status higher than 101%.
Research
NEPC: Emerging Markets Boost Global Equities in August
MSCI EM Index currently at 28.3% returns in 2017.
Seven-Year Streak of Falling Corporate DC Plan Fees Ends
NEPC report says fees didn’t decline for the first time since 2010.
Hedge Funds Among Marketable Alternatives Gaining Popularity in Endowment, Foundation Portfolios
NEPC survey finds responders more optimistic about US economy despite political uncertainty.
MSCI EM Index Up 25% YTD
WTI Crude prices hit $50 for the first time since May.