Pension Plan Investments & Retirement Planning
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Small-cap growth strategies again dominated Morningstar's ranking of equity investments, while high-yield bond strategies led the list of top fixed-income performers.... read more »
Boeing Co., Mexico's CONSAR, Canada's CAAT and the U.K.'s Royal Mail Group were honored for innovation in retirement plans.... read more »
The EU should abolish the unanimity rule, which gives each member state the right to veto new laws, the former Belgian prime minister.... read more »
Jay Fewel, who formerly was responsible for the Oregon Public Employees Retirement Fund's private equity portfolio, has died.... read more »
Global DC plan experts discussed the central role of regulators in achieving effective retirement plan design for flexible economy workers.... read more »
High-yield fixed income dominated Morningstar's list for a third consecutive quarter.... read more »
Small-cap growth strategies again dominated Morningstar's separate account/collective investment trust database.... read more »
Innovations in the secondary markets are also driving increased secondary market transactions.... read more »
Danielle Walker and Margarida Correia joined Pensions & Investments as reporters.... read more »
Enforcement actions at the Department of Labor have remained steady, though calls for additional guidance persist.... read more »
Asset owners are tapping the alternative investment secondary markets to sell pre-recession funds.... read more »
Institutional investors should be looking ahead to 2019 as consolidation audit trail implementation begins.... read more »
The success of MSCI's initial small-scale A-shares inclusion in its indexes sets the stage for more substantial follow-up.... read more »
Investment portfolios are swelling for private foundations, which are continuing to embrace alternatives.... read more »
The promise of alpha and inflows lures asset managers to launch China A-share strategies.... read more »
Third-quarter assets under management rose, but publicly traded financial service firms' shares still were hammered in October.... read more »
Investors are calling time on unequal voting structures of companies.... read more »
Newly listed companies that don't offer one share, one vote should be encouraged to implement a sunset clause.... read more »
The shifting balance of power in Congress means it will take bipartisanship to get anything done.... read more »
Gubernatorial candidates who proposed big changes to state pension systems lost on Nov. 6.... read more »
California voters defeated a controversial rent control proposition opposed by some of Blackstone's portfolio companies.... read more »
Despite issuers' best efforts to build an ESG niche in ETFs, it's possible that asset growth might never come to these specific products.... read more »
Foundations are going strong in impact investing, an area that is only expected to grow in the years ahead.... read more »
Investment portfolios are swelling for private foundations, which are continuing to embrace alternatives and impact investing.... read more »
Fine print and refined data took center stage at the Pensions & Investments West Coast Defined Contribution conference.... read more »
George Weintz, former vice president, investments, at Lockheed Martin Corp., died Oct. 20 at age 85 in Las Vegas.... read more »
For the fourth year in a row, Vanguard Group is the largest manager of mutual funds for U.S. DC plans, P&I's latest survey shows.... read more »
Money managers say investors increasingly recognize that traditional stock return prediction techniques must be upgraded.... read more »
U.S. endowments performed well in the most recent fiscal year, particularly those with healthy exposures to U.S. equities and alternatives.... read more »
Gubernatorial races across the country will have lasting impacts on state pension systems.... read more »
The SEC's first high-profile rejection of some Nasdaq and NYSE fee increases could lead to more oversight of market fees and practices.... read more »
Despite Fidelity's new custody service, institutional asset owners still on sidelines in cryptocurrency investing...... read more »
Real estate investors that are diversified and tilted toward core properties should see less downside risk from the Sears bankruptcy.... read more »
DC plans give some employees a first chance at retirement savings and others provide a better chance for savings...... read more »
The new DOL proposed rule on open multiple employer plans is a step in the right direction, but more work is needed, sources say.... read more »
Tight election races and a potential power shift in the House are raising hopes retirement-related bills could be passed by early 2019.... read more »
Culture within money management firms is becoming a bigger part of investment consultants' work in manager research.... read more »
Journalist Jamal Khashoggi's death is hitting investor sentiment and equity markets in Saudi Arabia over the country's alleged involvement.... read more »
The University of California cut fees by about 25% in its defined contribution plans and, among other things, simplified investment lineups.... read more »
Financial wellness boot camps have helped employees at two national laboratories improve savings and reduce financial stress.... read more »
More than a dozen judges worked together to evaluate entries in the 2018 Excellence & Innovation Awards...... read more »
Synopsys launched an eight-question interactive quiz to increase participant engagement with the company's 401(k) plan.... read more »
International Paper Co. added a long-bond option and an annuity option to its 401(k) plans to ensure post-retirement income.... read more »
Annual financial education sessions are mandatory for employees at Package Pavement Inc.... read more »
Oregon Treasurer Tobias Reed led the implementation of the first state-based auto-IRA program.... read more »
Hilton used record-keeper data to pinpoint communications to groups of employees to boost their savings rates.... read more »
Global money managers running both passive and active strategies saw passive assets grow faster than active strategies in 2017.... read more »
For a fourth consecutive year, Vanguard is the largest manager of mutual funds for defined contribution plans, according to P&I'''s latest survey.... read more »
For the seventh year, P&I and the Defined Contribution Institutional Investment Association recognizes innovation and excellence by plan sponsors to improve the retirement security of...... read more »
Passive managers saw greater growth, 19.5%, than the total universe of the world's largest 500 managers in 2017. Overall assets rose 15.6%.... read more »
Harris Corp. and L3 Technologies agreed to merge; the two companies have a combined $19 billion in retirement assets.... read more »
OPTrust works to balance its climate-change efforts with its investment strategy.... read more »
Investors want the SEC to standardize ESG reporting to allow for uniform comparisons of long-term risk, but firms resist more reporting.... read more »
Pension plan sponsors are keeping an eye on Nov. 1, when new actuarial standards on pension obligation risk assessment begin.... read more »
Four facets of tech advancement enhance and improve the DC experience from plan sponsors to record keepers to participants.... read more »
Difficult investment conditions for hedge fund managers are pushing even seasoned firms to get out of the business.... read more »
Riskier asset allocations since the financial crisis has institutional investors jittery about last week's equity market plunge.... read more »
The Trump administration's approach to ERISA fiduciary litigation court contrasts with that of the Obama administration.... read more »
Indexed assets under management rose 12.9% to $13.36 trillion in the year ended June 30, P&I's annual survey shows.... read more »
Differences of opinion in ESG ratings are not necessarily a bad thing.... read more »
As ESG strategies move more into mainstream investing, the role and use of third-party ratings is under review.... read more »
Value Partners is adding private markets exposures in pursuit of more stable earnings streams in a fast-growing China market.... read more »
In addition to a best-interest standard, the SEC is exploring other difficult issues in the world of financial services.... read more »
SEC Chairman Jay Clayton seems motivated to pass a standards of conduct rule-making package.... read more »
Global economist Dambisa Moyo talks politics, infrastructure requirements and the need to reset ideals.... read more »
Data scientists and tech experts are in high demand by real estate managers, which are working to adapt to a new way of doing business.... read more »
Real estate portfolios will look very different than they do today, thanks in large part to technology and data innovators, investors say.... read more »
Participant data as well as assets are targets of cybercriminals, industry officials say.... read more »
Northern Trust had the highest concentration of ESG-specific assets under passive management among index managers.... read more »
Indexed assets under management rose 12.9% to $13.36 trillion in the year ended June 30, P&I's annual survey shows.... read more »
Four facets of tech advancement enhance and improve the DC experience from plan sponsors to record keepers to participants.... read more »
Recent transaction pricing tiers filed by the New York Stock Exchange with the SEC were challenged by Healthy Markets.... read more »
Increasing pressure on the SEC to take a more critical look at market exchanges has investors and money managers hopeful for change.... read more »
The CMA's long-awaited provisional report into the investment consulting and OCIO markets has raised a number of concerns for the industry.... read more »
Kevin Olsen was promoted to managing editor of Pensions & Investments; David Schepp will become news editor.... read more »
Blockchain could do for small-cap trading what the SEC's tick-size pilot couldn't, ledger technology proponents say.... read more »
Emerging hedge fund managers are facing one of the most difficult fundraising environments since the global financial crisis.... read more »
The legal fight over two NYU 403(b) plans expands to calls for firing fiduciaries and for sanctioning the plaintiffs' law firm.... read more »
The deadline for Pensions & Investments' 2019 Eddy Awards is only days away.... read more »
CDPQ stresses local hires in markets such as China and India in building its private equity capabilities in the Asia-Pacific region.... read more »
CDPQ is expanding its Asia-Pacific infrastructure team, as it bids for a big greenfield project with construction, patronage risks.... read more »
The proxy voting system is in need of an update. The SEC and industry stakeholders are discussing what needs to be done.... read more »
CalPERS' new CIO, Yu Ben Meng, is returning to the giant pension fund at a turbulent time.... read more »
Property appreciation and a swell of commitments helped to buoy managers' worldwide real estate assets under management to $1.5 trillion.... read more »
New markets are opening up in Europe for managers looking to increase defined contribution business.... read more »
Money managers in Europe expect to take some defined contribution business away from insurers thanks to new regulations.... read more »
A robust corner of the ETF business is drawing fresh scrutiny that cuts to the core of its value proposition: Do indexes matter?... read more »
A derivatives-trade clearing requirement is forcing European pension funds to boost cash holdings in their portfolios.... read more »
New markets are opening up in Europe for managers looking to increase defined contribution business.... read more »
Executives of the New Jersey Pension Fund are wrestling with the role that divestiture plays in investment management.... read more »
Norges Bank Investment Management called on companies to integrate ocean risks into business policies in efforts to induce sustainable ocean use.... read more »
Investors tired of poor returns are getting out of timberland at what some say is the wrong time.... read more »
Money manager websites are getting a dust off, with firms hoping they will open new windows of opportunity with institutional investors.... read more »
A World Bank executive said Canada's retirement future is linked to growth in defined contribution assets despite its defined benefit strength.... read more »
Corporations are allocating more capital to pension plans not only to improve funded status but also to reduce pension expense.... read more »
Infrastructure project design and development is typically a long-term endeavor, but in Africa, it is an endurance activity.... read more »
Active managers are benefiting from European initiatives aimed at increasing institutional investors' role in financing of the real economy.... read more »
Pensions & Investments has moved to a new address in Washington, located in the Homer Building.... read more »
South Korea's Public Officials Benefit Association is adding active and liquid exposures to prepare for the eventual end of the bull market.... read more »
Retirement plans across Europe are working to minimize the effects of portfolios overly focused on domestic markets.... read more »
Public plans with heavy allocations to U.S. equities and alternatives tended to post strong returns for the fiscal year ended June 30.... read more »
Nine Kenyan pension funds formed a group to invest in local infrastructure and hope to attract international investors, too.... read more »
Asset owners are starting to venture to Africa to make infrastructure and private equity investments.... read more »
The expiration of a tax deduction for increased pension contributions likely means a shift in strategy for many DB plan sponsors.... read more »
Retirement experts are encouraged that officials in Washington increasingly are looking at ways to expand workplace retirement savings.... read more »
South Korea's move to ease equity caps in target-date funds is cheered by industry, but winning default option status is the dream.... read more »
Better investment returns and funding improvements didn't make much of a dent in funding ratios of public pension plans.... read more »
Replacing LIBOR as a benchmark rate for derivatives and fixed income won't be easy, sources said.... read more »
Northern Trust CIO says U.S. tax cuts have "elongated" the equities growth cycle, while low inflation will continue.... read more »
William Blair's investment chief has her sights set on expanding investments and clients in Asia.... read more »
Hedge funds and funds of funds show strong growth in worldwide assets in the year ended June 30.... read more »
The largest financial services firms look to make a splashy market entry or press their advantages on both brand and reach in the ETF market.... read more »
Hedge funds with an institutional orientation produced exceptionally strong net asset growth of 18.4% in the year ended June 30.... read more »
An Australian royal commission inquiry into financial-sector misconduct turned up more in retail super funds than in industry funds.... read more »
Transaction-cost reports could have U.K. defined contribution plans re-examining their allocations.... read more »
Money managers and DC plan sponsors in the U.K. are being challenged by regulations requiring disclosure of transaction costs.... read more »
Financial wellness programs are on the rise, but concerns over participation and measurement of value persist.... read more »
Expanding health savings account allocations won't automatically improve participation, research shows.... read more »
An IRS ruling could give a boost to employers trying to help workers deal with student loan debt without derailing retirement savings.... read more »
Summit Strategies' exit creates a time crunch for public pension plans seeking a replacement for the investment consultant.... read more »
The deadline for entering Pensions & Investments' 2019 Eddy Awards is coming up fast.... read more »
P&I's design work in 2017 has been recognized by the Trade, Association and Business Publications International organization.... read more »
Retirement savings advocates welcomed President Trump's executive order to expand savings options but said legislation still is necessary.... read more »
The #MeToo movement is changing asset owners' due diligence practices for money managers.... read more »
Some money managers are unsure that markets are as late cycle as other investors might think.... read more »
Despite their optimism, money managers are watching several factors that might indicate the end is closing in on markets.... read more »
Fidelity's tie-ups with Ant Financial and ChinaAMC could position the firm to compete when China's target-date fund market opens up.... read more »
The world's 300 largest retirement funds recorded double-digit growth last year, with equity markets bolstering returns.... read more »
Geopolitics, longevity and interest rates were among the concerns for retirement plan executives in 2017.... read more »
The nation's largest pension fund, CalPERS, is expanding its research on ESG issues.... read more »
ESG integration is on the rise in the U.S., with climate change, gender diversity and weapons capturing significant investor attention.... read more »
Fixed-income ETF flows indicate investors increasingly prefer shorter-duration products.... read more »
ESG integration is on the rise in the U.S., with climate change, gender diversity and weapons capturing significant investor attention.... read more »
The world's 300 largest retirement funds recorded double-digit growth last year, with equity markets bolstering returns.... read more »
Executives at Legal & General Investment Management America are looking to expand its business in ESG and defined contribution investments.... read more »
Small-cap growth strategies dominated for the year ended June 30, making up eight of the top 10 domestic equity strategies.... read more »
High-yield fixed income dominated Morningstar's list for a second consecutive quarter.... read more »
The current state of the financial services regulations in the U.S. is described as a patchwork. Agencies are trying to change that.... read more »
The current state of the financial services regulations in the U.S. is described as a patchwork. Agencies are trying to change that.... read more »
Key-person risk is an increased concern among money managers when it comes to the impact of MiFID II.... read more »
Executives at startups like Long Game and MindBlown Labs see value in using games to drive positive savings behavior.... read more »
Turkey's fast-changing situation has money managers concerned about the country's future.... read more »
Credit analysts, who helped firms like MFS and T. Rowe weather the GFC, could play a key role in coping with a liquidity-challenged market.... read more »
P&I reached out to industry leaders to collect their thoughts on the global financial crisis and its ongoing influence on institutional investing.... read more »
As memories of the global financial crisis fade, there are calls for revisiting some of the regulatory measures put in place.... read more »
Lenders in private equity and real estate are wheeling and dealing again, driven by competition to offer borrower-friendly loans.... read more »
DC participants rebounded after the global financial crisis and plans made changes, but more preparation is needed for the next downturn.... read more »
Eight months after the MiFID II rules were implemented, money managers are taking a step back and reflecting on regulations.... read more »
Money managers in Europe are seeing signs that alternatives soon will become a more important part of DC plan default options.... read more »
DC plan executives and record keepers view "gamification" as way to drive employee engagement and financial literacy.... read more »
Managers are alerting investors that they're in M&A mode, but more for smaller fish than bigger game.... read more »
A growing number of legislative ideas for improving or expanding access to retirement savings have some chance for success, experts say.... read more »
Fidelity's new low-cost pricing for indexed mutual funds could be a game changer for small defined contribution plans...... read more »
As emerging markets again face testing times, some investors are taking risk off the table by broadening their exposure to these countries.... read more »
The global financial crisis sparked a fundamental shift in how Caisse de Depot et Placement du Quebec invests for its clients.... read more »
Some money managers and asset owners say the financial crisis' disruption spurred organizational improvements that made them stronger.... read more »
Some investors and money managers made it through the global financial crisis relatively unscathed.... read more »
To gauge the impact of the global financial crisis, Pensions & Investments reached out to sources around the world.... read more »
When banks pulled back after the global financial crisis, private capital swooped in to fill the void.... read more »
Money managers and asset owners hope — against hope — that quantitative tightening proves uneventful.... read more »
Money managers and asset owners say they have emerged from the financial crisis better able to cope with risk and liquidity challenges.... read more »
Pensions & Investments'' looks back at the global financial crisis and how the 10 years since have changed money management, investing, saving for retirement, regulation and more.... read more »
High-yield fixed income and small-cap growth strategies dominated Morningstar's list in quarter ending June 30.... read more »
Sun Life Investment Management wants to expand its U.S. business with more real estate, private credit and infrastructure offerings.... read more »
The Pension Protection Fund has been through an important five years under CIO Barry Kenneth.... read more »
The Pension Protection Fund has been through an important five years under CIO Barry Kenneth.... read more »
Democrats have yet to nominate an SEC commissioner even as a Republican nominee makes his way through Senate hearings.... read more »
Trade connectivity costs could be the latest fee to come out in the open.... read more »
An update to foreign investment review rules has private equity and venture capital funds and investors awaiting details.... read more »
U.S. corporations need to think long-term about how to manage their portfolios if they anticipate a pension risk transfer transaction.... read more »
U.S. corporations need to think long-term about how to manage their portfolios if they anticipate a pension risk transfer transaction.... read more »
Leveraging participant data to create meaningful insights comes with its share of challenges, record keepers said.... read more »
DC providers are adding and refining data tools to help plan executives and consultants access and analyze participant data.... read more »
China's increasingly sophisticated management of its economy may help support markets hit by trade war fears.... read more »
Risk-free discount rates stir up a debate for the actuarial standards board and congressional multiemployer committee.... read more »
Alternative money managers are working to reach a new client channel.... read more »
Alternative managers led in terms of AUM growth in the year ended June 30.... read more »
Data are driving the push for different kinds of artificial intelligence in operations.... read more »
AI and blockchain developments could open the door to more standardization in the asset-servicing industry.... read more »
Not everyone is in agreement that pension risk transfers leave a plan sponsor with less risk.... read more »
The pension buyout trend shows no signs of slowing down, although how many more jumbo deals are in the offing is unclear.... read more »
Once a key way to attract and retain employees, companies today are increasingly keen on finding ways to get out from under the burden of maintaining defined benefit plans.... read more »
Advances in artificial intelligence and blockchain technologies offer the promise of increased efficiency and security in back and middle office operations, but adopting an industrywide protocol...... read more »
A federal appeals court upheld a dismissal of an ERISA breach claim against Wells Fargo by a participant in the company's 401(k) plan.... read more »
Dyal Capital Partners took a minority stake in private credit manager Golub Capital.... read more »
Textron seeks incremental alpha from regional mandates even as it moves to make its portfolio more resilient should sentiment flag.... read more »
As interest rates rise globally, cash managers say they are seeing an uptick in interest in their services.... read more »
More than a year after a move to the countryside, pension giant NPS is still looking to fill key positions in Seoul-centric South Korea.... read more »
As cryptocurrencies continue to grow, investors favor increased regulation, but what that regulation might look like remains to be seen.... read more »
More employees in DC plans are meeting or exceeding employer matches, but there's still more work to encourage greater participation.... read more »
Research shows there's a lot of work to be done regarding employees' knowledge of the employer match in their defined contribution retirement plan.... read more »
Hedge funds of funds are experiencing a bit of a resurgence among institutional clients, but with a number of new demands and structures.... read more »
P&I is seeking entries for the 2019 Eddy Awards, which recognize best practices in providing investment education to DC participants.... read more »
Suggestions to improve competition in the U.K. advisory and OCIO sectors are getting a cautious welcome by industry participants.... read more »
Supreme Court nominee Brett Kavanaugh's strong views on what federal regulations has regulators eyeing the process.... read more »
Rising volatility is motivating asset owners to take a close look at investment strategies that mitigate risk or seek to find alpha.... read more »
A number of public pension funds are rethinking CIO pay to hold onto talent and attract new blood.... read more »
DC managers see another year of double-digit gains in target-date assets under management.... read more »
For nearly three decades, ETFs in the U.S. have lived in regulatory limbo. The SEC is looking to correct that condition.... read more »
Defined contribution money managers reported a large jump in target-date assets under management, according to Pensions & Investments' annual survey.... read more »
Investors are looking beyond growth in portfolio construction as market conditions suggest it might be time to focus on other factors.... read more »
DC plan executives should make greater use of variable-rate debt to minimize losses in life-cycle or target-date strategies, experts say.... read more »
Japanese and Asian asset owners add European, global flavors to U.S.-dominated credit portfolios amid rise in hedging costs, trade tensions.... read more »
Toronto-based trend of creating defined benefit plans runs counter to the norm.... read more »
Bridgewater Associates' conversion to a partnership is welcomed by clients and its China All Weather fund is open to existing investors.... read more »
Building off momentum from 2017, environmental and social proposals again dominate the 2018 proxy season among U.S. corporations.... read more »
Following the White House's proposal to merge the departments of Labor and Education, questions, concerns and hope surround the plan.... read more »
Making Fannie Mae and Freddie Mac private entities would affect institutions' real estate portfolios, but how much is an open question.... read more »
Two U.S. senators introduced legislation in late June that would expand executive authority to reorganize federal agencies.... read more »
With Saudi Arabia set to be admitted to the MSCI Emerging Markets index, money managers are preparing for bigger exposure to the country.... read more »
Following news that Saudi Arabia will be admitted to a major emerging markets index, money managers eye a future IPO for opportunities.... read more »
With many U.S. workers doing temporary, contract or on-demand work, the pressure is on to help them better prepared for retirement.... read more »
Some employers offers student debt repayment assistance as a way to attract and retain employees, but the benefit remains quite rare.... read more »
Large custodians' lack of cryptocurrency capabilities means hands off for institutional investors.... read more »
Optimizing its $350 billion credit portfolio with more floating-rate and European exposure is a priority, JP Bank's co-CIO says.... read more »
One measure pending in Washington seeks to move the needle on the portability of retirement benefits.... read more »
Automatic enrollment and escalation might not be the right solutions for the defined contribution arrangements of flexible workers.... read more »
Workers in the gig economy need more help preparing for retirement, and companies, policymakers, the retirement industry and workers themselves are busy finding solutions.... read more »
Private equity was a big theme at CalPERS' investment committee meeting, as it updated its benchmark and discussed further proposals to the portfolio.... read more »
The Supreme Court ruled that the SEC's in-house judges are not just employees but officers subject to the Constitution's appointments clause.... read more »
See the 10 largest managers and other statistics at a glance.... read more »
Discretionary outsourcing assets jumped 23% in year, 85% over five years.... read more »
Requests for political and lobbying spending disclosure are the most common shareholder proposal issues in 2018.... read more »
Japan Post Bank and GPIF have driven manager AUM growth in recent years, but the pickings in terms of fees are set to diminish.... read more »
Pensions & Investments and research and selection platform Global Fund Search have teamed up to create a company providing asset owners, consultants and money managers with expanded data and...... read more »
Increased flows into passive strategies add pressure to index managers trading around reconstitutions.... read more »
Four years after launching a strategic opportunities program, Virginia Retirement System is taking it to the next level.... read more »
A record number of stock buybacks is driving calls for the SEC and companies to disclose more and consider limits.... read more »
Hunting season on REITs is wide open this year as privatizations and acquisitions of the trusts increase.... read more »
Limited plan committee time and resources as well as litigation concerns are increasing appetites for OCIO services from DC plan sponsors.... read more »
Asset allocation isn't the solution to becoming fully funded, but it can help bridge the funding gap at least a little bit.... read more »
Multiasset-class and OCIO strategies are a priority for large managers.... read more »
Colorado, Illinois and Minnesota are taking steps to address their pension crises, with some states increasing contributions.... read more »
DCIO assets under management are growing rapidly thanks to sponsors' embrace of target-date funds, index investing and open architecture.... read more »
Some observers expect commodity-based ETFs to surge.... read more »
DCIO assets under management are growing rapidly thanks to sponsors' embrace of target-date funds, index investing and open architecture.... read more »
Discretionary outsourcing assets jumped 23% in year, 85% over five years.... read more »
Pension funds, money managers show strong support for SEC's proposed maker-taker pilot.... read more »
P&I has extended the deadlines for its 2018 Excellence and Innovation awards and Best Places to Work in Money Management program.... read more »
Impact investing in emerging markets might be poised for a major growth spurt.... read more »
Sean Healey is leaving Affiliated Managers Group in a strong position.... read more »
Brian Croce has joined Pensions & Investments as a reporter in the newspaper's Washington office.... read more »
Money managers are watching the political drama in Italy, with some seeing investment opportunity.... read more »
DC plan executives in Europe are putting greater emphasis on derivatives to help protect returns.... read more »
Markets have reacted cautiously to Malaysia's first change of government in 60 years, but many observers see long-term promise.... read more »
New investment priorities at UTIMCO mirror those of the Texas Teachers pension fund.... read more »
The strategy of private equity firms taking minority stakes in alternative managers is only a few years old, but it already is evolving.... read more »
Nearly two-thirds of limited partners do not now invest in funds that take GP stakes and say they have no interest in doing so.... read more »
Millennial hiring requires money managers and pension funds to change office culture and also bring their Gen X managers on board.... read more »
Data privacy, board diversity and independence, and content-management enforcement were in the spotlight at large tech companies' meetings.... read more »
A series of recent departures by large public plan CIOs represents cyclical turnover, experts say.... read more »
Investors continue to move more capital into infrastructure and other real asset categories for diversification and cash yields.... read more »
Infrastructure and energy are attracting much of the capital flowing to real assets now, but the broader asset class has been growing.... read more »
Cash yields are driving investors into infrastructure and other real asset categories, despite lower expected returns powered by all that capital moving into the sector.... read more »
The deadline is nearing for registration for the 2018 Best Places to Work in Money Management program.... read more »
Defined contribution money managers' AUM rose 17.4% in 2017 to a record $7.09 trillion in assets under management.... read more »
For plan sponsors looking to improve employees' retirement readiness, personal debt is an area of special concern.... read more »
DC sponsors are defending capital preservation strategies amidt a flurry of ERISA lawsuits.... read more »
DC sponsors are defending capital preservation strategies amidt a flurry of ERISA lawsuits.... read more »
Money managers report an incremental rise in allocations but a far-reaching pickup in investor interest, promising much more to come.... read more »
GPIF will seek alignment with managers over a five-year cycle, but some managers say seven or eight years is more appropriate.... read more »
GPIF will seek alignment with managers over a five-year cycle, but some managers say seven or eight years is more appropriate.... read more »
Vanguard could surpass BlackRock by 2022 should compound growth rates of the past eight years continue.... read more »
BlackRock and Vanguard still rule institutional AUM, while four more managers joined the trillion-dollar club.... read more »
CalPERS and CalSTRS are taking different paths to achieve a similar goal: lower costs and better alignment of interests in private equity.... read more »
CalPERS and CalSTRS are taking different paths to achieve a similar goal: lower costs and better alignment of interests in private equity.... read more »
When CIO Theodore Eliopoulos leaves the CalPERS at the end of this year, a huge project awaits his successor.... read more »
A strong dollar and challenges within emerging market countries has money managers split on whether now is the time to invest.... read more »
The late stage of the U.S. credit cycle is causing concern for investors and money managers.... read more »
A strong dollar is forcing asset owners and money managers with non-dollar base currencies to reconsider allocations to credit.... read more »
Money managers are increasingly having to compete with consultants over U.K. defined contribution assets.... read more »
Worldwide AUM growth was strong for money managers in the decade ended Dec. 31.... read more »
Passively managed strategies continue to outpace active strategies domestically, but for international investments it's a different story.... read more »
A heady brew of returns and fundraising success boosted alts managers' assets, but only three sectors saw double-digit growth in 2017.... read more »
This is the 45th year P&I has profiled the largest managers of U.S. institutional tax-exempt assets. Here's how it's done.... read more »
Exchange-traded product gains in 2017 were fueled by the overall push into passive investing.... read more »
Pensions & Investments profiled more than 580 investment management firms to compile its 45th annual largest money managers special report.... read more »
FedEx signed an agreement to purchase a group annuity contract with MetLife to transfer about $6 billion in U.S. pension plan obligations.... read more »
Investment Management Corp. of Ontario is a different kind of manager startup.... read more »
Small-cap strategies dominate the top 10, taking up five spots in the year ended March 31.... read more »
High-yield bonds dominated the list of top performers in fixed income for the year ended March 31, according to Morningstar.... read more »
Some ESG investors feel like they are stuck in a game of pingpong on ESG guidance, building trades union pension fund officials welcome it.... read more »
Pensions & Investments and DCIIA are seeking entries for the Excellence and Innovation Awards program.... read more »
New Zealand Super, a member of Focusing Capital on the Long Term, seeks to do just that with a consortium to build and run a rail line.... read more »
New regulations are changing the DC landscape in the U.K., prompting money managers and others to take a new look at opportunities.... read more »
Private equity investors are taking a shine to the retirement services industry.... read more »
Multiasset managers, consultants are starting to work together on broad investment mandates.... read more »
Faced with increased competition and a changing market environment, multiasset fund managers are working to differentiate themselves.... read more »
P&I's editorial team was recognized by the American Society of Business Publication Editors with six awards for news coverage.... read more »
Money management has seen a number of transformative and bolt-on M&A deals, but sources think a catalyst is needed before more happen.... read more »
International Property Funds Management must prove itself, but alignment with its owners should speed the process, analysts say.... read more »
The threat of trade wars and rhetoric around protectionism have hit pension funds in the first quarter of 2018.... read more »
U.S. tax law changes could make LDI investing tougher by crimping issuance of long-duration corporate bonds.... read more »
The Labor Department's recent attempt at clarifying guidance on ESG investing has some industry stakeholders scratching their heads.... read more »
The Labor Department's recent attempt at clarifying guidance on ESG investing has some industry stakeholders scratching their heads.... read more »
A new transparency law and a seller's market for private equity investments are putting California public pension funds at a disadvantage.... read more »
Exploiting the illiquidity premium is not always an option for multiasset managers.... read more »
In the trend toward tactical or thematic exchange-traded funds, do institutional investors need to go wider and sponsor an ETF?... read more »
Faced with increased competition and a changing market environment, multiasset fund managers are working to differentiate themselves.... read more »
Small-cap strategies dominated the top 10 equity managers, while high-yield bonds led the list of top performers in fixed income for the year ended March 31.... read more »
The Employee Benefits Security Administration issued new guidance on shareholder engagement and economically targeted investments.... read more »
The biggest buyout portfolios aren't always the best when it comes to risk and returns, a study shows.... read more »
Los Angeles Fire & Police Pensions traveled a bumpy road to lead the risk-return rankings of U.S. pension fund buyout programs.... read more »
The average funding ratio of the 100 largest U.S. corporate pension plans rose 4.7 percentage points in 2017, P&I's annual analysis shows.... read more »
A U.K. government proposal could push DC plan sponsors to embrace drawdown strategies in default options and spur product innovation.... read more »
Location-based data are helping some fundamental managers pinpoint ways to help active equity and fixed-income management.... read more »
Boots on the ground can provide a variety of new ways to look at how to act on stocks, bonds.... read more »
Some unions are flexing their financial muscle to make a direct connection between union jobs and infrastructure investments.... read more »
Employers are providing monetary contributions and other incentives to encourage greater HSA balances.... read more »
Registration is now open for P&I's seventh-annual Best Places to Work in Money Management survey and recognition program.... read more »
A strong January was a tailwind for publicly traded money managers, but market volatility ultimately led to lackluster Q1 earnings.... read more »
Some managers took Russian risk completely off the table after sanctions were announced, but acted quickly when they saw opportunities.... read more »
Recent sanctions on Russia by the U.S. has money managers and investors split as to whether now is the time to buy into the country.... read more »
Some sponsors and service providers are refining their practices for locating participants with stale addresses.... read more »
Some sponsors and service providers are refining their practices for locating participants with stale addresses.... read more »
Auto portability is another way officials at Retirement Clearinghouse are trying to combat the issue of missing, terminated participants.... read more »
Money managers are creating or expanding programs to increase the number of women in the industry.... read more »
Fixed income had the largest share of assets in 2017 among the 100 largest corporate pension plans, at 41.2%.... read more »
The CFA Institute and other groups are sponsoring efforts to encourage more women to enter the money management industry.... read more »
Alternatives powerhouses KKR and Carlyle are taking steps to increase the number of women in their workforces.... read more »
Asset owners are starting to press their money managers on gender diversity...... read more »
New rules by the U.K. government are shining a bright light on the gender pay gap across a range of industries, including asset management.... read more »
The average funding ratio of the 100 largest U.S. corporate pension plans rose 4.7 percentage points in 2017, P&I's annual analysis shows.... read more »
Managers and asset owners are creating or expanding programs to increase the number of women in the money management industry.... read more »
Impact investing and the application of artificial intelligence to portfolio management are on Nuveen's CEO's to-do list.... read more »
Stacy Schaus, executive vice president and defined contribution practice leader of PIMCO, has sued her employer of 12 years, citing age and sex discrimination affecting her pay and thwarted promotion.... read more »
Large institutional investors are ramping up their calls for governance reforms at Facebook following the Cambridge Analytica controversy.... read more »
Defined contribution plan consultants see continued growth in custom target-date and white-label strategies.... read more »
The recent bankruptcies of big-name private equity-backed companies confirm some investors' shift away from LBO investments.... read more »
Money managers are boosting CEO compensation via stock awards to target long-term company performance.... read more »
Direct-lending money managers face formidable competition from peers as well resurgent banks.... read more »
Direct lending managers are facing increased competition in certain parts of the market as bank lending resurges.... read more »
A fiscal recovery plan for Puerto Rico is expected to bring pension cuts, reduced payments to bondholders and even more legal skirmishing.... read more »
It's still early for the broader asset management industry's embrace of big data, but the pressure to do so is expected to build.... read more »
Incoming European regulation and the threat of stricter rules in the U.S. are on investors' minds focused on the technology sector.... read more »
The debut of Chinese bonds on benchmark indexes might result in a safe-haven for yield-hungry investors around the world.... read more »
Money managers are seeking alpha and efficiency from machine learning.... read more »
When it comes to machine learning and money managers, a bona fide data lab is a requirement.... read more »
When big data analytical tools become standard money manager fare, equity markets could become less volatile and more efficient.... read more »
With exponential growth of data being generated worldwide, the advantages managers with cutting edge capabilities in analyzing big data will enjoy is expected to grow.... read more »
With baby boomers reaching retirement age, conversations on how to guide participants through the drawdown stage of retirement are picking up.... read more »
CalSTRS is taking a watch position on a bill that restricts public plans from making alternative investments with managers that have not adopted a race and gender pay policy.... read more »
Brian Collins, the new executive director of the $41 billion Illinois Municipal Retirement Fund, isn't looking to rest on the plan's investment and operations laurels.... read more »
Parametric Portfolio Associates LLC is planning its first use of artificial intelligence and is looking at a machine learning application to help the $240 billion Seattle-based firm better manage its...... read more »
Emergency funds have catapulted to the top of employers' agendas in efforts to lower participant withdrawals from DC plans.... read more »
Plan executives are working hard to educate participants on the impact that plan loans and hardship withdrawals have on retirement savings.... read more »
The DOL fiduciary rule was knocked down, and possibly out, in court, but the SEC and some states are getting ready to fill the void.... read more »
Various strategies characterized some of the winners of the 24th annual Pension & Investments Eddy Awards.... read more »
P&I and the Defined Contribution Institutional Investment Association are seeking nominations for the 2018 Excellence and Innovation Awards.... read more »
University of California investment staff have ambitious plans to continue revamping the investments of the $78 billion it oversees.... read more »
In the long term, the University of California pension fund and endowment will be moving out of fossil fuel investments.... read more »
Equity manager fee structures are stagnant for now, but expected declines in managers' margins could speed up a revamp.... read more »
The increased use of credit lines by private equity managers is making life harder for the limited partners and consultants that track the managers.... read more »
Private equity managers are using credit lines for longer periods and return-boosting purposes, causing concern in the industry.... read more »
The giant fund's new performance fee arrangements include carrots and sticks to get managers to take more risk.... read more »
Market-cap-weighted index funds are once again the bright, shiny objects of the ETF world after years of being overlooked.... read more »
DC plan record keepers emphasize employee engagement and financial wellness as total assets climb nearly 15% during the year.... read more »
Defined contribution plan record-keeper assets hit $6.9 trillion for the year ended Sept. 30, according to the latest Pensions & Investments'' survey of the largest record keepers.... read more »
Read highlights and watch videos from Pensions & Investments''' 2018 East Coast Defined Contribution Conference in Miami.... read more »
Read about this year's winners and view a complete list of Eddy Award winners from the last nine years.... read more »
Regulatory changes to money market funds in Europe are expected to carry fewer implications for investors and managers than similar reforms did for their U.S.... read more »
Many 401(k) plans are moving away from revenue sharing as executives cite the need for greater transparency, simplicity and democracy in how fees are assessed to participants.... read more »
Asia, a region that's relied on exports to turbocharge its growth in the postwar era, has as much at stake as any corner of the world in ensuring President Donald Trump's decision this month to...... read more »
Traders say SEC proposal a good idea, although it doesn't address off-exchange, trade-at issues...... read more »
China has set lockup periods of one, three and five years for private retirement funds of funds to boost long-term saving.... read more »
Canadian banks and money managers are looking for acquisitions outside the country to expand their investment strategies and client base.... read more »
Some money managers took the chance afforded by February's market dip to add risk to portfolios.... read more »
February's market dip might be a sign of opportunities to come, money management executives say.... read more »
Carried interest was supposed to be addressed in 2017's tax-reform law, but the realities of what didn't change are starting to sink in now.... read more »
Asset owners are looking to microcap equity for alpha production in their portfolios.... read more »
ESG factors are gaining an integral role in European DC plans' default strategies ahead of a regulatory update expected in May.... read more »
Venture capital executives differ on whether the industry is headed for another shakeout, or has become self-sustaining.... read more »
Huge funds, higher valuations and companies staying private longer could add up to disappointment for venture capital investors.... read more »
An eclectic package of retirement savings initiatives is working its way through Congress, raising hopes that new ideas are within reach.... read more »
U.S. corporations expect to contribute more than $32 billion to their defined benefit plans in 2018.... read more »
A volatile regulatory environment in Europe continues to drive opportunities for target-date fund providers.... read more »
Target-date funds providers see the profiling of plan participants as the next opportunity in the growing European market.... read more »
U.S. target-date fund managers continue to find ways to cut costs amid heightened fee scrutiny and increased competition.... read more »
The popularity of target-date funds in the U.S. is pushing money managers to find ways to cut costs to remain competitive, while changing regulations in Europe continue to drive opportunities.... read more »
ETFs worked as they were supposed to during February's market gyrations.... read more »
ETF providers are moving into more niche strategies to attract business from institutional money managers.... read more »
Institutions are taking a different approach to investing in alternatives, focusing on advantages aside from capital.... read more »
Acquisition activity for alternative managers is the highest since the financial crisis.... read more »
The SEC's recent guidance on cybersecurity disclosure doesn't ease pressure on investors to seek more transparency, sources said...... read more »
DOL auditors' tough stance on how hard plan sponsors should try to find missing participants is raising a call for more formal guidance.... read more »
Divestment is not the only course available to institutional owners of gun-makers' stocks.... read more »
Rising hedging costs for Japanese investors in U.S. bonds could benefit European credit as well as emerging markets debt and private debt.... read more »
More work is needed on the definitions and standards for green bonds to become mainstream institutional investments.... read more »
The growing market for green bonds still has a way to go before institutional investors increase allocations.... read more »
Shifting billions of dollars in assets on behalf of local government pension funds into eight pools presents a boon to service providers.... read more »
P&I's Research Center now includes data, including performance, on U.K. pension plans.... read more »
With the first pooling deadline approaching, U.K. pension fund executives are carefully considering their transition management options.... read more »
Legalization of marijuana is boosting warehouse prices and rents in some areas.... read more »
Conversations about what role, if any, investors should play in stemming gun violence are heating up since the shootings in Parkland, Fla.... read more »
Some institutional investors are re-embracing active asset allocation within their portfolios.... read more »
Active investing is making a comeback as asset owners broaden their view from fundamental to a variety of investments that target outcomes.... read more »
Active investing is making a comeback as asset owners broaden their view from fundamental to a variety of investments that target outcomes.... read more »
Long-duration strategies were the top performers in fixed income for the year ended Dec. 31, according to Morningstar data.... read more »
Technology and large-cap strategies led Morningstar's domestic equity separate account/collective investment trust database.... read more »
U.K. defined contribution plans are beginning to mine more participant information in plan design and education efforts.... read more »
Increased demand for leveraged loans has resulted in weaker structures, and money managers are beginning to get worried.... read more »
Mezzanine managers are facing an onslaught of competition from other private credit managers.... read more »
The "synchronized" drop in equity and bond prices is seen as temporary but could prompt investors to consider more derivative-heavy options.... read more »
MiFID II's focus on transparency likely will intensify fee competition among money managers, and that might benefit ETF providers.... read more »
New trading and transparency rules in Europe are set to bring ETFs into the limelight for institutional investors.... read more »
Stock market volatility produces more calls and some more trades, but defined contribution plan participants remain relatively calm.... read more »
Trump's $1.5 trillion infrastructure plan relies heavily on private investors and state and local governments to pay up to $1.3 trillion.... read more »
Institutional investors splurged on private credit last year, making more than $10 billion in new commitments, a 57% increase from 2016.... read more »
Asset owners are looking to private credit to meet assumed return rates amid prospects of a low-return environment over the next decade.... read more »
Faced with a complex array of credit investments and a need to drive returns, asset owners are turning to multiasset credit strategies.... read more »
After five consecutive quarters of small-cap strategies dominating Morningstar Inc.'...... read more »
Some U.S. plans are honing investment portfolios to ride out a decade of expected bad returns.... read more »
MiFID II compliance has overshadowed adherence to the voluntary FX Code of Conduct.... read more »
New firms are joining established money managers in an effort to serve the growing defined contribution market in Europe.... read more »
Rising demand for apartments is pulling institutional investors back into the multifamily market.... read more »
Money managers are eyeing the imminent launch of 'third pillar' private pensions by Chinese regulators.... read more »
Natixis' ESG target-date fund family aims for performance as well as sustainability.... read more »
ESG investing is getting a closer look as a way to increase engagement, diversify lineups, achieve higher returns and manage risks.... read more »
Market appreciation and the newly approved tax cuts have positively affected public managers' bottom lines in the fourth quarter.... read more »
Insurer capacity, patience, could be issue in U.K. pension risk transfers.... read more »
Pension risk transfers are expected to spike in 2018 in both the U.K. and U.S.... read more »
Too many DC plan executives don't know or understand their fiduciary duties, research shows.... read more »
Strong markets powered the P&I 1,000 to $10.33 trillion assets in 2017.... read more »
The ongoing expansion of the ETF market has spurred insurers to finally put stakes in the ground through a mix of acquisition and launches.... read more »
Pension fund investments in hedge funds and hedge fund-of-funds rise 5.6%, P&I survey data show.... read more »
Defined benefit plans among the largest U.S. retirement plans boosted investments in alternatives in the year ended Sept. 30.... read more »
Custom target-date funds continue to dominate among large retirement plans.... read more »
Pension funds held the line on overall active U.S. fixed-income allocations for the year ended Sept. 30, rising 0.4% for the top 200 plans.... read more »
Each year P&I collects data on the largest 1,000 U.S. retirement plans. With data animation, viewers can easily compare size, scope and changes in allocations.... read more »
The total assets of the largest 1,000 U.S. retirement plans reached a record $10.326 trillion as of Sept.... read more »
Asian investors that built up cash positions last year are finding it increasingly painful to keep those low-risk, low-return allocations.... read more »
GWL Realty Advisors announced it had acquired U.S.-based real estate investment manager EverWest Real Estate Partners.... read more »
Technology firms could be the next U.S. money managers, since they have the size, brand recognition and distribution capabilities.... read more »
The SEC's move to pursue more cases in-house instead of through the courts could come to an abrupt end this spring.... read more »
Private equity founders are not as good at smoothly relinquishing control of their firms as they are at making investments.... read more »
Pension funds in the world's largest retirement markets showed strong gains in 2017.... read more »
Pension funds in the world's largest retirement markets will have a year of changes to deal with in 2018.... read more »
Non-bank lenders are seeking European institutional money to close the funding gap left by Basel III regulation.... read more »
An unusual coalition, old-fashioned lobbying and a presidential tweet might have saved retirement savings tax advantages.... read more »
Money management firms looking to grow in China are finding many roads now lead through internet giant Alibaba.... read more »
Investors are concerned that equity market data collected by exchanges could expose trading strategies and volume.... read more »
Generational change at the big alternative investment firms is finally starting to happen. What should investors expect?... read more »
The lure of garnering alpha in an inefficient market is attracting a vanguard of U.S. pension funds to invest in China's A-shares market.... read more »
Central and Eastern European economies are getting a new boost from stronger consumer trends.... read more »
Much like the impact of the Fed's moves on emerging market countries, executives said there is little need to fear moves by other domestic central banks.... read more »
Central bank policies might have less impact on emerging market economies than in the past.... read more »
Several Pensions & Investments' reporters are taking on new assignments.... read more »
Investors shouldn't fear the impact of central bank moves on emerging markets since these economies are in a better place than in recent years to deal with changing monetary policies.... read more »
The new tax law played a role in several companies' decisions to enhance their 401(k) plans.... read more »
In just 18 months, assets at GQG Partners jumped to $10 billion, from $100 million in seed money.... read more »
Building off momentum from 2017, boardroom diversity and climate change reporting are expected to dominate conversations this proxy season.... read more »
Funding relief in Ontario and Quebec could mean less derisking and more investment in alternatives in the new year.... read more »
Integrating ESG factors into investment decisions might help money managers gain assets under management.... read more »
Many public pension plans have reduced their assumed rates of return.... read more »
As the New Jersey Pension Plan's assumed rate of return goes down, the political financing battle heats up.... read more »
European institutional investors are preparing for a rate hike in the new year as the European Central Bank slows quantitative easing.... read more »
2018 is shaping up to be an interesting year on Capitol Hill.... read more »
Investors are closely watching Congress as it races to pass spending bills to avoid a Jan. 19 shutdown.... read more »
Consolidation, the trend to passive, bank divestitures and a spike in appetite among Asia-based buyers drove money management M&A activity.... read more »
Proxy access, director elections, gender pay equity and executive compensations are also expected to play a prominent role this proxy season.... read more »
California Gov. Edmund Brown is taking a stand in several closely watched court cases regarding pension benefits.... read more »
Investment in funds taking stakes in alternative investment managers is growing, but how will the funds ultimately exit their investments?... read more »
Big changes are ahead for two major systems that many index providers and asset managers use for classifying businesses.... read more »
The industrial real estate sector still has a sunny outlook but there are signs that rosy picture might be changing.... read more »
The P&I Defined Contribution Digest is taking a holiday break and will not be published Monday, Dec. 25. Publication will resume Monday, Jan. 8.... read more »
U.S. tax reform is expected to reduce debt issuance in the new year, rocking the boat for high-yield strategies.... read more »
Industry participants are assessing ambitious plans to strengthen Europe's economy and stimulate investment, particularly after Brexit.... read more »
Money managers expect more opportunities for active managers and for technology to play a bigger role in the investment industry in 2018.... read more »
The initial "gang of eight" is bringing out first offerings for high-net-worth and institutional investors on mainland China.... read more »
Retirement plan sponsors and investors will spend the first months of the new year figuring out whether they came out ahead in tax overhaul legislation, or at least untouched.... read more »
Economists and CIOs say 2018 looks like a year for worldwide growth and manageable inflation.... read more »
The ambitious tax overhaul leaves plenty of unanswered questions and fears of glitches due to the speed of its passage.... read more »
The ripple effects of the Trump presidency spread throughout P&I's top 10 stories, from tax reform to private-sector retirement initiatives and more.... read more »
Gregory William Smith, executive director of Colorado PERA, died Dec. 12. He was 56.... read more »
New institutional hedge fund inflows slow, but so do redemptions.... read more »
Hedge fund managers are entering 2018 with a craving for volatility.... read more »
Hedge fund managers are entering 2018 with a craving for volatility.... read more »
Expectations for a Trump administration infrastructure plan has managers hopeful, but many remain cautious.... read more »
Amid accelerating global growth, relatively attractive valuations should lure investors to Asian investment opportunities.... read more »
A growing middle class and economic recovery in Latin America are providing opportunities for money managers.... read more »
For real estate as well as private equity, the wild card in 2018 is whether a recession looms.... read more »
Custody providers look forward to devoting more time to technology in the new year as the regulatory agenda declines.... read more »
DC plan executives will build on best practices in 2018 while exploring new ideas to help participants.... read more »
Infrastructure managers are expecting returns to fall in 2018, but that's not expected to dampen fundraising.... read more »
P&I turns to the experts for their views on what to expect in 2018.... read more »
GPIF hired Sony Computer Science Laboratories to help explore how to incorporate artificial intelligence technologies into long-term management of the plan.... read more »
FirstGroup is the first U.K. private-sector employer to consolidate its pension fund assets within a local government pension schemes pool.... read more »
Revolution Ventures closed a venture capital fund with commitments from a who's who list of money managers and entrepreneurs.... read more »
Winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Experts in Ontario are focusing on creating defined benefit income for non-full-time workers.... read more »
Regulations for other securities are spurring the spot FX market to accelerate trading transparency.... read more »
Cryptocurrency investment is not ready for prime time institutional investment, at least for now.... read more »
More European countries are considering collective defined contribution plans as employers deem defined benefit funds unaffordable.... read more »
Money managers are expecting a Santa Claus rally this month, on top of an already good year. But there are hints the Grinch may be hanging around.... read more »
The imminent insolvency of 100 or more multiemployer pension funds is getting attention in Washington, where ideas for a new loan program are forming.... read more »
A whistleblower complaint alleging questionable sales practices at TIAA has raised concerns for some of the firm's clients.... read more »
Nomura has added ETF and institutional muscle, but it sees hope for Japan retail as well.... read more »
Pending tax proposals could end up deciding winners, losers in private equity industry.... read more »
Money management executives increasingly believe a diverse workforce can help in solving problems while allowing employees to do their best work.... read more »
Pensions & Investments has named 61 firms as Best Places to Work in Money Management.... read more »
Second place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
First place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Fifth place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Fifth place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Second place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Fifth place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Fourth place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Fourth place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
Second place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.... read more »
The competitive pressure on ETF fees climbed (or dropped) to a new plateau this fall.... read more »
Fourth place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey. ...... read more »
Aided by technology, companies are taking a variety of steps to keep employees in the loop and engaged.... read more »
Fifth place winner in Pensions & Investments' Best Places to Work in Money Management 2017 survey of money managers with 100 to 499 employees.... read more »
Pensions & Investments worked closely with Best Companies Group to produce its list of 61 honorees.... read more »
Winners for the 2017 awards for Best Places to Work in Money Management will be announced Dec. 11. Please check back then for P&I's special report and rankings.... read more »
Asset owners could dip toes in cryptocurrency investing through proposed bitcoin futures contracts.... read more »
House and Senate Democrats launched an ambitious idea Thursday to help struggling multiemployer pension funds.... read more »
Despite increased attention to AI and robo-advisers, investment consultants don't see technology as a disruptor.... read more »
SEC maker-taker pilot program seen as more likely as rebate opponents grow.... read more »
The impact of MiFID II on fixed-income trading is a subject of debate.... read more »
Asset owner demands of their investment consultants are becoming more complex and disparate, presenting both a challenge and an opportunity.... read more »
Average state pension plan hedge fund performance jumps more than 1,200 basis points in fiscal year.... read more »
A new paper provides ratios to determine the optimal number of managers an investor should have in a single asset class.... read more »
Capital Group hires a veteran liability-driven investment executive to spearhead the expansion of its own LDI business.... read more »
JP Post Bank's chief investment officer believes global credit valuations are now "reasonably stretched."...... read more »
Some DC plans use Roth auto enrollment to boost participation among younger, lower-paid workers.... read more »
Alternative investment managers are stepping up their pursuit of permanent capital to ensure reliable streams of fee income.... read more »
Japan's giant GPIF emphasizes enhancing beta rather than expending time and resources on eking out benchmark-beating gains.... read more »
As Congressional Republicans rush to pass tax reform, public pension plan officials are determined to see one new idea not make it into law.... read more »
Bid-ask spreads of some of the biggest ETFs are lower than the underlying securities, largely because they are a more favorable investment.... read more »
The list of top-performing managers for the year ended Sept. 30 remains largely unchanged from the previous quarter, with high-yield strategies still on top.... read more »
Small-cap equity strategies dominated Morningstar's domestic equity separate account/collective investment trust database, for the year ended Sept. 30.... read more »
House and Senate lawmakers are taking diverging paths when it comes to how carried interest is treated.... read more »
Colchester Global Investors, focused entirely on sovereign bonds, is enjoying strong inflows from Asian institutional investors this year.... read more »
Several real estate-related firms are making early investments in real estate analytics and technology.... read more »
State Street Global Advisors' new CEO has taken over a company whose institutional business has been plagued with outflows.... read more »
A Treasury report is recommending more protection for sponsors regarding in-plan annuities.... read more »
Money managers are split on the effect of the MiFID II rules on fixed-income research, its quality and availability.... read more »
DC plans across Europe increasingly consider actively managed allocations as low-cost diversification is harder to achieve.... read more »
Money managers around the globe are upping exposure to Japanese equities following strong earnings growth and the outcome of recent elections.... read more »
After a dismal 2016, U.S. endowments had a good year, thanks to strong markets and smart asset allocation.... read more »
After a dismal 2016, U.S. endowments had a good year, thanks to strong markets and smart asset allocation.... read more »
Pensions & Investments is seeking responses to its annual survey of the largest U.S. retirement funds.... read more »
More U.S. corporations than ever are offloading pension fund liabilities, and doing so more strategically.... read more »
Real estate managers are in the early stages of using data collected at their properties — gleaned from such diverse sources as facial recognition software to social media programs — to...... read more »
The opening positions of House and Senate tax reformers spell mostly good news for retirement plans, but hold some unwelcome changes.... read more »
The growth of investing in green bonds and fixed-income strategies weighted by ESG factors is an emerging trend among money managers.... read more »
International Paper Co.'s journey to an annuity buyout began in 2004.... read more »
For the fifth consecutive quarter, small-cap equity strategies dominated Morningstar's domestic equity separate account/collective investment trust database, occupying six of the top 10 spots for the...... read more »
For a third straight year, Vanguard is the largest manager of mutual funds for defined contribution plans, according to P&I's latest survey.... read more »
New risk-parity indexes catch attention of institutional investors.... read more »
Money managers are becoming increasingly cautious and preparing for the next phase in the global economic cycle.... read more »
New compensation laws across the U.S. banning employers from asking an applicant's salary history will change how money managers recruit.... read more »
Strong markets and a high demand for alternatives and fixed income are leading to strong inflows among publicly traded money managers.... read more »
Money managers remain interested in retail as the sector goes through massive changes, hoping they have correctly predicted where retail will land.... read more »
Asset owners are seeing a growing number of strategies designed to take the sting out of a market correction.... read more »
Once burned but confident that more control, oversight and transparency can make it work this time around...... read more »
Plaintiffs are encountering a high bar for challenging the use of company stock as an investment option.... read more »
Northern Trust Asset Management's new chief is aiming to expand the firm's ETF and factor-based assets under management.... read more »
A recent performance rebound at INTECH has company officials hoping it will help reverse outflows that have plagued the firm.... read more »
The CPP's enhancements could lead to plan design and benefit formula changes at other public and corporate retirement plans in Canada.... read more »
Assets run by leading passive money managers grew 9.9% in 2016 to $16.7 trillion, a faster rate than growth across the world's largest 500 managers.... read more »
For a third straight year, Vanguard is the largest manager of mutual funds for defined contribution plans, according to P&I's latest survey.... read more »
Digging through data makes the use of artificial intelligence in derivatives trading a work in progress, say speakers at an FIA conference.... read more »
Plan executives and regulators must engage more with participants to encourage increased employee contributions, conference panelists say.... read more »
The lack of political will to address a looming Social Security funding crisis is prompting others to get creative.... read more »
President Donald Trump intends to nominate Preston Rutledge to serve as assistant secretary of labor for the Employee Benefits Security Administration.... read more »
Partners Group's Peter Wuffli said his firm's relative-value, multiasset-class capabilities will be key to meeting Asia's growing appetite for private markets.... read more »
More investors are showing an interest in factor-based fixed-income investing, but a number of important considerations must be heeded.... read more »
Venture capital's old guard is under pressure by smaller, specialized competitors that are creating the first institutional relationships with entrepreneurs.... read more »
Fintech firms are playing a growing role in helping large pension funds assess risk across their portfolios.... read more »
Pensions & Investments is seeking responses to its annual survey of the largest U.S. retirement funds.... read more »
A potential delay in the SEC's launch of the consolidated audit trail over cybersecurity concerns could could stall another regulatory initiative.... read more »
European pension funds again are grappling with foreign-exchange risk, given the euro's rise against other major currencies.... read more »
The 2017 Excellence & Innovation Awards demonstrate diversity of style and substance but with common goals.... read more »
Texas Teacher Retirement System overhauls its global equity portfolio to produce more alpha.... read more »
Texas Teacher Retirement System overhauls its global equity portfolio to produce more alpha.... read more »
Money managers are seeing some interest picking up for portfolios aligned with the United Nations' sustainable development goals.... read more »
Asset owners are working to determine how the United Nations' 17 sustainable development goals fit into their investment portfolios.... read more »
New mortality tables from the IRS are expected to raise premiums paid by plan sponsors to the Pension Benefit Guaranty Corp.... read more »
The largest real estate managers' AUM showed steady growth in the year, with mezzanine and loan strategies showing the largest increases.... read more »
P&I and the Defined Contribution Institutional Investment Association had some great help when it came to evaluating entries in the 2017 Excellence and Innovation Awards.... read more »
Deborah Goldberg received an Innovation Award for her work setting up a state-run multiemployer plan for non-profits in Massachusetts.... read more »
Employees Retirement System of Texas worked to highlight the many advantages of staying in its plans after retirement.... read more »
Movement Mortgage's Aimee Dodson says helping employees get out of debt can lead to better outcomes in retirement savings.... read more »
Kathleen Long made sure she was at every employee session to explain design changes to the plan.... read more »
Sandy Blair sees the redesign as taking the mystery out of the complex 403(b) marketplace.... read more »
Katie Archer is working her way around the globe to serve participants in each country.... read more »
Farmland and certain sectors of real estate debt exhibited the fastest growth in the year ended June 30.... read more »
Quest for steady income helps push worldwide assets up 8.7% in the year ended June 30.... read more »
For the sixth year, P&I and the Defined Contribution Institutional Investment Association recognizes innovation and excellence by plan sponsors to improve the retirement security of...... read more »
The Securities and Exchange Commission's announcement this month that its EDGAR corporate filing system was hacked a year ago is sparking concern that the agency is pushing others on cybersecurity...... read more »
Transaction cost analysis providers are moving into more complex derivatives asset classes, in part to meet MiFID II requirements.... read more »
Manning & Napier is losing clients, staff and assets. But the firm is refocusing its priorities, which its president hopes could pay off.... read more »
Structured credit hedge funds are losing their luster and assets.... read more »
Deadline to enter Pensions & Investments 2018 Eddy Awards is Oct. 13.... read more »
Real estate managers and investors are boosting investments in workforce and affordable multifamily buildings.... read more »
Defined benefit plan sponsors are facing some tough decisions.... read more »
Pension funds and money managers would face additional paperwork from the ECB under a proposed regulation that would compel them to report assets and liabilities.... read more »
DC plans act to educate participants, reduce red tape in response to natural disasters...... read more »
Corporate litigation finance investments are attracting assets from endowments as well as attention from pension funds.... read more »
Republicans launch what promises to be a lively debate over tax reform with a framework calling for lower tax rates.... read more »
Cybersecurity is moving up institutional investors' agenda as a responsible investment consideration.... read more »
Investors know they need to ask cybersecurity-related questions of portfolio companies, but getting started isn't easy.... read more »
Companies – not just investors and their managers – are increasingly viewing cybersecurity as a business and operational risk.... read more »
With ETF inflows smashing records and passive gaining assets at the expense of active, more managers are seeking a slice of the pie.... read more »
Active mutual fund and exchange-traded fund managers are holding out hope that the ETF marketplace and asset management industry still have a place for them.... read more »
The rise of passive investing has resulted in a major boon for index providers.... read more »
Tepid market returns combined with rising liabilities to push down the average funding ratio of the 100 largest U.S. public pension plans.... read more »
Even with an increase in contributions, ever-rising liabilities paint picture of a dismal future for the 100 largest U.S. public pension plans.... read more »
Firms continue wading into the market for exchange-traded products despite crowds.... read more »
Blueprint Capital raises $800 million for credit hedge fund solutions platform.... read more »
Hurricane Irma has created some headaches for pension plans and money managers in South Florida, but emergency preparedness has prevented too much disruption.... read more »
New York State Teamsters Conference Pension and Retirement Fund, Syracuse, will implement a benefit reduction plan on Oct.... read more »
Institutional investors play a prominent role in "Principles," Raymond T.... read more »
The reduction of the trade settlement cycle to trade plus two days, or T+2, in Canada went as smoothly as it did in the U.S.... read more »
Canadian pension plans have a leg up on U.S. counterparts when it comes to compensating private equity direct investments staff.... read more »
The giant California Public Employees' Retirement System is mulling new approaches to private equity investing.... read more »
Money managers fret about valuations, but agree they need to remain risk-on in order to satisfy investors' thirst for returns.... read more »
Aon's pending acquisition of The Townsend Group highlights the pressures facing specialty consultants.... read more »
The success of reducing the settlement cycle in the U.S. to T+2 has some people wondering if there could be a further reduction.... read more »
A new Nevada law increases fiduciary responsibilities, bringing praise and criticism.... read more »
Westpac's delay in finding a suitable owner for its Hastings' infrastructure unit has prompted one big client's defection and raised fears of another.... read more »
The private equity secondary market has become a white-hot investment sector, with managers raising record amounts of capital.... read more »
Hedge fund assets grew 3% for the year, Pensions & Investments' survey shows.... read more »
Hedge fund assets grew 3% for the year, Pensions & Investments' survey shows.... read more »
Though somewhat lagging in the fight for cybersecurity, institutional investors are waking up to the importance of keeping data safe against hackers.... read more »
U.K. corporate retirement plans are turning to target-date funds in the wake of pension freedoms adopted in 2015.... read more »
An investment manager speaks – sparingly – of his firm's cybersecurity efforts.... read more »
Hedge fund managers are responding to asset owners' requests for new or customized versions of flagship hedge funds.... read more »
Faced with a rising number of cyberattacks retirement plan executives are beefing up security and working with providers to create better ways to keep assets and data safe.... read more »
Canadian private pension plans can learn from their public plan counterparts, conference participants told...... read more »
Illinois Teachers sets its fiscal year 2018 alternative investment plans, approving up to $2.1 billion for private equity and real estate.... read more »
Executives at Ontario-based public pension plans are enlisting their participants to talk up defined benefit plans to friends and neighbors.... read more »
Private credit firms are on a hiring spree in search of those with experience in direct lending, loan origination, structured credit and more.... read more »
Strong public equity markets helped public pension funds get double-digit returns in fiscal year 2017, after two years of weak numbers.... read more »
Hurricane Harvey left Houston plan sponsors and money managers scrambling to implement closures and disaster recovery plans.... read more »
Vanguard Group Inc. has topped $3 trillion in worldwide institutional assets under management, less than two years after reaching $2 trillion.... read more »
Many retirement savers aren't taking advantage of a Roth feature in DC plans, even though more sponsors are offering one.... read more »
Venture capital and private equity managers love subscriptions, but there are pitfalls investing in companies with recurring-fee models.... read more »
Some firms are breaking from the SaaS-hungry pack and investing in companies that don't yet have a subscription model.... read more »
Plan sponsors and service providers have until Oct. 6 to submit entries for Pensions & Investments' 2018 Eddy Awards.... read more »
The first multiemployer fund approved for a two-pronged rescue plan of benefit cuts and partitioning offers a map for other struggling funds.... read more »
Positive earnings surprises, relatively low valuations and stellar GDP growth have yet to ignite a Japanese stock market rally this year.... read more »
Hurricane Harvey is helping to shine a light on the risk the increased incidence of extreme weather is posing on investments.... read more »
The latest survey by P&I and Willis Towers Watson shows growth in assets of the 300 largest retirement funds was largely driven by equity gains.... read more »
The U.K.'s Brexit vote is affecting how some institutional investors are thinking through their allocations and investment tenets regarding the region.... read more »
Academics and quant managers have different opinions on whether exchange-traded funds increase or reduce volatility.... read more »
No names change, but world's 20 largest retirement plans gain 7.1%.... read more »
Pensions & Investments' annual look at trends among the world's 300 largest retirement funds.... read more »
Strong public equity markets helped public pension funds get double-digit returns in fiscal year 2017, after two years of weak numbers.... read more »
Proposals to scale back the Volcker rule won't impact the corporate bond market still working under Basel III capital requirements.... read more »