Asset Allocation
Non-Retirement Investing Among Women Surges
A Fidelity study also finds female investors outperformed men by 40 basis points over the past decade.
Tag: retirement
Asset Management Culture
LPL Financial CIO Burt White to Retire in 2022
He will step down in March after 15 years with the firm.
Pensions
Senators Reintroduce Bills to Bolster Retirement Savings
The four bipartisan bills are sponsored by Sens. Cory Booker and Todd Young.
Opinion
Pension Funds Should Report Performance on a Monthly Basis, Markov Says
An analysis of portfolios using a returns-based lens would help some funds improve transparency, the investment researcher advises.
What’s the Impact of Early Retirements on Plans?
More than a year into the pandemic, some pension funds are reporting a jump in workers leaving.
Corporate Moves
CalPERS Appoints Marlene Timberlake D’Adamo First DEI Officer
The former chief compliance officer at the $466 billion pension fund is moving into the newly permanent position.
How Effective Are Investment Consultants for Allocators?
The gap between consultants’ actual and claimed performances was remarkable, says one study, looking at UK-based firms with worldwide reach.
Corporate Moves
CalSTRS Appoints First Female CEO: Cassandra Lichnock
She will replace Jack Ehnes, the outgoing head of the pension system who postponed his retirement last year because of the pandemic.
Pensions
CalPERS Sues Former Employee for Allegedly Stealing Pension Money
More than $685,000 was stolen from 10 retirees, including a homeless person and beneficiaries under legal conservatorships, the fund said in its lawsuit.
Choosing Consultants: What Should You Measure?
Sizing up the people you’ll work with to expand your investment capabilities is no easy task.
How CIOs Assemble Outstanding Investment Teams
Leading asset allocators offer insights into their techniques to form and manage top-notch staff.
Pensions
CalPERS Suspends Search for New CIO
Pension system officials say they won’t restart the search until early July, and they didn’t offer a timetable as to when a new person will take the job.
Asset Allocation
HOOPP Boosts Real Assets as It Shrinks Bond Exposure
The Canadian pension plan aims for a ‘$10 billion-plus’ infrastructure portfolio.
Asset Allocation
Exclusive Coverage: CIOs Assess How Pension Fund Investors Can Be Successful After COVID-19
Better governance, flexibility, and clever investment strategies and solutions can prepare pension funds for the future, plan leaders say.
Pensions
CalSTRS Aims for New $2 Billion Sustainable Portfolio
Pension plan officials believe they can build a new private markets allocation without sacrificing investment targets.