Tag: returns

Asset Allocation September 29, 2020

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.

August 13, 2020

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 June 3, 2020

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 February 4, 2020

Canadian Defined Benefit Plans Return 13.6% in 2019

End-of-year equities rally boosts returns for pension plan portfolios.

Pensions January 31, 2020

New Jersey State Pension Returns 16.35% in 2019

US equities lead strong annual showing as real estate outperforms.

Asset Allocation November 7, 2019

US Pensions Report Weak Q3 Returns

Plans returned 1% for quarter, 4.58% for year, says Wilshire Trust Universe Comparison Service.

Research November 5, 2019

Canadian Pension Funds Return 1.5% in Q3

Despite strong year-to-date returns, falling rates have increased liabilities.

Manager Selection October 29, 2019

Harvard Restructuring Shows Signs of Progress

Despite disappointing returns, CIO Narvekar says there is ‘some good news.’

Asset Allocation October 21, 2019

Notre Dame, University of Chicago Endowments Return 7.2%, 6.9%

Portfolios grow to $13.8 billion and $8.5 billion respectively.

Risk October 16, 2019

Princeton, Columbia Endowments Return 6.2%, 3.8%

Investment portfolios for both return less than half as much as last year.

Asset Allocation October 8, 2019

Cornell, Penn State Endowments Return 5.3%, 7.7% for Fiscal 2019

Cornell endowment hits record $7.3 billion, Penn State tops $3.1 billion.

Newsmakers October 2, 2019

Harvard, Penn Endowments Return 6.5% Each, Duke Returns 6.9%

Endowments facing ‘economic headwinds’ in 2019.

Asset Allocation October 1, 2019

North Carolina Endowment Grows to $1.4 Billion

Monetary policy and trade among the organization’s top market concerns.

September 30, 2019

Exclusive: Exit Interview as Paul Ballard Says Goodbye to Texas Treasury Safekeeping Trust

His innovative approach to risk management leaves its mark: on his last day at the office before retiring, Ballard reflects on lessons learned at the $80 billion plan since 2003.

Asset Allocation September 30, 2019

NJ Pension Fund Returns 6.27% Misses Benchmark, Target

Fund reports ‘possible economic slowdown’ for 2020.