Asset Allocation
Public Pension Funds Continue to Boost Alts Allocations in Search of Higher Returns
The Equable Institute’s State of Pensions 2023 report claims that ‘pension funds are addicted to risk.’
Tag: Report
Asset Allocation
Private Credit ‘at a Crossroads’ in 2023
The $2.18 trillion market is ‘flashing warning lights,’ and deal activity is expected to slow, according to a Proskauer report.
Pensions
Teacher Pension Costs Triple Since 2001, Report Says
Research finds education retirement costs are significantly outpacing education spending.
Market Moves
3Q Earnings Could Be Less Bad Than Expected
Corporate profits should lose just (just?) 17%, UBS says, better than previous forecasts.
News
Chinese Family Offices Return 11% in 2019
Private equity is the top performer, while fixed income is the largest allocation.
Pensions
CalSTRS Revamps ESG Guidelines
The new guidance is meant to help the pension system engage companies in its portfolio where it can have the most impact.
Research
The 5 Best and 5 Worst States, Financially Speaking
Job growth, debt, and general economic sluggishness weigh on the laggards, Conning says.
Asset Allocation
UK Pension Funds Now Hold less than 20% in Equities
Report also says accounting rules change could cost FTSE 100 pensions $100 billion.
Asset Allocation
Tobacco, Weapons Exclusions Reduce Norway Fund’s Returns
Fund manager reports that some ‘ethical exclusions’ have lowered the fund’s performance.
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.