Tag: Transparency

Regulation July 20, 2020

SEC’s Proposal to Raise 13F Threshold Stifles Transparency, Critics Say

Dissenting commissioner says regulator doesn’t have the legal authority to raise reporting criteria.

News June 15, 2020

LPs Are Placing Fund Commitments on Hold and Engaging in Secondary Transactions More Often

A canvass of LP sentiment from Brackendale finds new trends in transaction styles, accommodations for COVID-19, and an affinity for thorough disclosures from general partners.

Alternatives April 16, 2020

CAIA Clears Path for Democratization of Alternative Assets

The Chartered Alternative Investment Analyst organization cites the key attributes the alternative asset industry must improve upon to become more accessible.

Asset Management Culture January 29, 2020

Ohio Pension Plan Would Disclose Manager Fees, Livestream Meetings Under New Legislation

In transparency move, proposed bill would also create a new legislative panel to review pension system fees and employee salaries.

Asset Allocation December 9, 2019

Pennsylvania SERS Returns 0.32% in Q3, 12.39% Year-to-Date

Board addresses transparency concerns, and hires firm to find new CIO.

Research September 20, 2017

Sustainability Groups “Converge on Climate Risk” with G20 Task Force Recommendations

Paper reveals how corporations can adopt transparency around extreme weather events.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.