Asset Allocation
New Mexico Pension Posts Highest Returns in 36 Years
The Educational Retirement Board’s portfolio gained 28.76%, or $3.6 billion for the year.
Tag: Returns
Asset Allocation
Domestic Equities Weigh Down Japan’s Pension Giant
GPIF’s $1.7 trillion portfolio cools off to start fiscal 2021 after a historic 2020.
Asset Allocation
Exclusive: Minnesota State Pension to Achieve Highest Returns Since 1983
CIO Mansco Perry hits a new record while protecting liquidity.
Asset Allocation
CalPERS Reports Preliminary Return of 21.3% for 2020-21
The strong performance triggers a reduction in the assumed rate of return to 6.8%.
Pensions
New Jersey Pension Fund Returns Only 0.82% Year to Date
The investment portfolio for the state’s pension fund fell short of its benchmark by more than 2 percentage points.
Risk
Think You’ve Got the Risk-Return Mix Down? Guess Again
Many institutional investors trip on undetected hazards, Northern Trust study says.
Promise of Private Debt Burns Bright—With a Big If
How the burgeoning asset class plans to navigate the risky pandemic economy.
Asset Allocation
Op-Ed: Rethinking Your Inflation-Protection Strategy (Again)
After this year’s swings, longtime investor Tony Waskiewicz takes another look at the benefits of shifting away from traditional techniques to customized strategies.
Op-Ed: Using the Risk-Free Rate as a Basis to Examine Hedge Fund Costs
Longtime investor Tony Waskiewicz explores why hedge fund investors have experienced much lower absolute returns since the Great Recession.
Pensions
CDPQ Reports Solid Year of Progress Despite Missing Return Target
Fund misses benchmark by 1.6%, but reports substantial progress in international markets, liquidity, and stewardship.
Asset Allocation
Canadian Defined Benefit Plans Return 13.6% in 2019
End-of-year equities rally boosts returns for pension plan portfolios.
Pensions
New Jersey State Pension Returns 16.35% in 2019
US equities lead strong annual showing as real estate outperforms.
US Pensions Report Weak Q3 Returns
Plans returned 1% for quarter, 4.58% for year, says Wilshire Trust Universe Comparison Service.
Research
Canadian Pension Funds Return 1.5% in Q3
Despite strong year-to-date returns, falling rates have increased liabilities.
Manager Selection
Harvard Restructuring Shows Signs of Progress
Despite disappointing returns, CIO Narvekar says there is ‘some good news.’