One Big Reason Canadian Plans Are So Well Off: International Investing
Their overseas exposure is expanding, while US funds stay mostly at home.
Tag: Northern Trust
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.
Asset Management Culture
Northern Trust Joins Asset Servicing Unit to BlackRock’s Aladdin
The Chicago firm is the latest to integrate its tools to the portfolio management software.
Pensions
Canadian Defined Benefit Plans Have Worst Quarter in 12 Years
RBC and Northern Trust report plans lost 7.1%, the steepest drop since 2008.
Asset Allocation
Canadian Defined Benefit Plans Return 13.6% in 2019
End-of-year equities rally boosts returns for pension plan portfolios.
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.
ESG Interests Are Increasing Among Family Offices
Environmental interests remain the key investment focus for organizations set up for the wealthy.
S&P 500 Companies See Pension Funding Increases in January
Among corporate plans, the financial sector achieves highest ratio, while energy and telecom lag.