Risk
Risky Business Leads to $1 Billion Trading Loss, Charges for Fund Execs
SEC alleges portfolio managers misled investors about risk management practices.
Tag: Risk
Pensions
Special Report: How to Ensure a Smooth Pension Risk Transfer
Without thoughtful preparation, offloading liabilities can be a costly and time-consuming endeavor.
Pensions
Special Report: The Risk Factor in Pension Transfers
Plans often do piecemeal deals, to reduce the chances of everything going down the tubes.
Pensions
Investors Should Decarbonize Portfolios by 10% Annually, MSCI Says
The firm laid out plans for asset owners, managers, and other participants in a call to action this week.
Climate Risk Among SEC’s 2021 Compliance Priorities
The securities regulator will review whether companies’ practices actually match what they report.
Risk
Think You’ve Got the Risk-Return Mix Down? Guess Again
Many institutional investors trip on undetected hazards, Northern Trust study says.
Research
Retiree Lift-Outs Boost Pension Risk Transfers to $4 Billion in Q3
Employers are pushing through transactions in the second half of the year after the pandemic forced delays.
Regulation
Trump to Investigate the ‘Hidden Risks’ of Investing in Chinese Companies
The president pledges to ‘protect American investors’ by studying the operational behaviors and guiding principles of the Chinese companies that they invest in.
Opinion
OP-ED: Disaggregate Your ‘Aggregate’ Composite
Longtime CIO Tony Waskiewicz discusses the benefits of investment grade bonds and Treasuries in this complex market.
Perpetual Monetary Easing: Problem Creator for Pension Plans
The shift has left some pension plans vulnerable to future shortfalls in liquidity.
Asset Allocation
One-Fifth of CalPERS Equity Portfolio Faces Climate Change Risk
In inaugural report mandated by state, pension details four sectors in which climate change could affect its portfolio.
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.
CalPERS, Wellington Launch Climate Risk Evaluation Framework
Guide aims to help firms assess, disclose climate change risks to their business.
Public Employees Being Asked to Bear More Pension Burden, Risks
More than 70% of states have raised employee contribution rates since 2009.
CalSTRS Investment Staff Wants Stock Reductions
The volatility of equity markets means CalSTRS staff wants to be less dependent on stock investments.