Pensions
U.S. Pension Funding Ratios Continue to Increase
Better equity performance and higher interest rates in October contribute to pensions nearing full funding.
Tag: Northern Trust
Risk
Here’s Where to Find Opportunities Amid Slow Growth, Says Report
Private equity, hedge funds and high-yield bonds are promising investments for the future, Northern Trust Asset Management advises.
Asset Allocation
Higher Stocks Benefit US Corporate Plans in July
Despite lower discount rates, aggregate funding level for plans of S&P 1500 companies rose to 102%.
A Delicate Dance: How Top Transition Managers Move Assets in Troubled Times
Diplomacy, market savvy and trading expertise are vital qualities here.
Manager Selection
As Institutional Investors Get More Sophisticated, Transition Managers Are Broadening Their Tools
Transition managers are now increasingly handling multi-asset transactions.
One Big Reason Canadian Plans Are So Well Off: International Investing
Their overseas exposure is expanding, while US funds stay mostly at home.
Asset Management Culture
Part 4: Q&A with Shundrawn Thomas: ‘A Picture Is Worth 1,000 Words’
The president of Northern Trust Asset Management discusses C-suite diversity.
Opinion
Part 3: Q&A with Shundrawn Thomas: Tips for Making Progress on Diversity
The president of Northern Trust Asset Management discusses how to keep talks about race and inclusion from becoming ‘the third rail.’
Opinion
Q&A: Shundrawn Thomas Discusses His Push for Diversity, Empathy
The president of Northern Trust Asset Management has written several open letters about the unequal toll marginalized communities face.
Investors’ Dilemma: Buy Stocks in Growing China, or Not?
Beijing’s hard-line policies and investing hurdles complicate the decision.
Market Moves
Maybe Joe Biden and Mitch McConnell Can Actually Work Together
Northern Trust’s Browne is optimistic that the new president is simpatico with the GOP Senate leader, who blocked many Obama initiatives.
Risk
Northern Trust Sued for Allegedly Loading 401(K) with Proprietary Duds
Lawsuit claims default retirement plan investments have underperformed up to 90% of peers for nearly a decade.
Coronavirus - COVID-19
Canadian DB Pensions, Pooled Funds Rebound Sharply in Q2
Equities rally helps spur strong quarterly gains.
Research
Less Tax-Efficient Funds Cost UK DB Plans £250 Million Yearly, Study Finds
Researchers say pensions must invest in tax-transparent funds, insurance policies to be eligible for tax advantages.