Asset Allocation
Tobacco, Weapons Exclusions Reduce Norway Fund’s Returns
Fund manager reports that some ‘ethical exclusions’ have lowered the fund’s performance.
Tag: Report
Discount Rate Increase Helps Grow Pensions in February
LGIMA expects heavy fixed income contributions to come.
Private Equity Buyout Value, Exits Rise in 2017
Report says asset class closes out best five-year stretch in industry history.
Report: German Women Receive less than Half as Much Pension as Men
Only Luxembourg has a larger pension gender gap in Europe.
Report: DC Plan Fiduciary Awareness Continues to Decline
Nearly half of plan sponsors do not consider themselves a fiduciary.
Wells Fargo: Bull Market to Extend Through 2018, but End may not Be Far
International markets to lead growth, active management to make a resurgence.
Report: Millennials will have Similar Pensions to Current Retirees
Data shows retirement prospects for today’s workers not are ‘not the disaster’ other reports suggest.
Report: ETF Assets Expected to Reach $7.6 Trillion by 2020
Passive assets under management could exceed active by 2027.
Redefining the Defined Benefit Lexicon
Willis Towers Watson paper says outdated definitions can lead to excess risk, and a skewed investment strategy.
Report: Population Aging, Inequality to Hit Younger Generations Hardest
OECD says younger generations will face more challenges in retirement than current retirees
Conning: Expenditures Continue to Pressure State Budgets
Fourth-quarter ‘State of the States’ report sees “no improvement” in state pension plan funding.
Pension Assets Hit Record $38 Trillion Worldwide
Report says nearly all losses from the 2008 financial crisis have been recouped.
Research
Illinois Pensions’ Unfunded Liabilities Rise $17 Billion
Funded ratio for the state’s 671 funds drops to 47.9%.
Newsmakers
Hong Kong MPF Plans more than Double in a Decade
Average benefits surge to HK$154,000 in 2016 from HK$68,000 in 2006.
Report: US Commercial RE Investments Down 12% Despite Market Being ‘Awash in Capital’
The sector continues to attract foreign investors, led by the Canadians, as well as Asian buyers, Avison Young says.