Latest Special Report
Hedge fund managers make it three quarters in a row of upside
Hedge fund managers retained their gains and posted respectable returns for the third straight quarter. All 22 of the hedge fund and fund-of-funds strategies tracked by Morningstar Inc. turned in positive average performance for the three months ended Sept. 30.
By Christine WilliamsonMore Special Reports
Hedge fund managers make it three quarters in a row of upside
By Christine Williamson November 16, 2009Hedge fund managers retained their gains and posted respectable returns for the third straight quarter. All 22 of the hedge fund and fund-of-funds strategies tracked by Morningstar turned in positive average performance for the three months ended Sept. 30.
Top-performing managers: Equity, fixed income strategies benefit from economic revival
By Timothy Inklebarger and Randy Diamond November 16, 2009Midcap and small-cap equity strategies as well as long-term bond approaches were the cream of the third quarter crop in Morningstar Inc.'s separate account/collective investment trust database.
Special report: Emerging markets
By Thao Hua November 2, 2009Money managers are adding more arrows to their emerging markets quiver as they anticipate institutional investor demand for such strategies to escalate over time.
Special report: Top-performing mutual funds
By Timothy Inklebarger October 29, 2009Large-cap and midcap funds took the top 10 spots in Pensions & Investments' performance ranking of equity mutual funds most used by defined contributions plans for the year ended Sept. 30.
Special Report: Largest real estate managers
By Arleen Jacobius October 19, 2009Real estate money managers are seeing the equity in their property investments begin to dissolve. In fact, combined worldwide taxable and non-taxable assets of the top real estate managers, excluding REITs, sank 30% to $710 billion in the year ended June 30.
P&I/Watson Wyatt 500: Money manager assets drop 23%
By Drew Carter October 5, 2009Barclays Global Investors is still the world's largest money manager, despite an asset decline of $562.4 billion in 2008, according to the annual Pensions & Investments/Watson Wyatt Worldwide global 500 ranking.
Index managers see first asset increase since 2007
By Rob Kozlowski September 21, 2009Index strategies bounced back in the first half of 2009, marking the first increase in assets since the end of 2007. How? A recovering market and a flight to passive management.
Tough year for top players
By Drew Carter September 7, 2009The world's largest 300 retirement funds shrank 12.6% in 2008, according to the annual survey conducted by P&I and Watson Wyatt Worldwide. The decline — just the second in 20 years — is the largest drop since P&I ran the first ranking in 1989.
Rebound continues in second quarter
By Christine Williamson August 25, 2009Hedge funds continued their performance rebound in the second quarter with positive returns in the three months ended June 30, although few strategies managed to beat the strong performance of the broad public equity markets.
Top-performing managers: More signs of recovery
By Timothy Inklebarger and Jeff Nash August 21, 2009Large-cap strategies and those focusing on value and blend styles dominated the top 10 equity portfolios, while long-duration and government bond managers were the leaders in fixed income.
Public funds join forces on infrastructure investing
By Arleen Jacobius August 10, 2009A group of U.S. public pension plans is extending its talks on co-investing directly in infrastructure projects to include public plans in Canada and Australia.
The land of opportunity
By Arleen Jacobius August 10, 2009U.S. infrastructure, a main target of economic stimulus money from the federal government, is stimulating interest from infrastructure investment firms and some investors.
Resilience is global keyword
By Thao Hua August 10, 2009Infrastructure may be down, but it's not out among pension funds internationally. The economic crisis has dealt a few knocks to infrastructure as an asset class, weakening...
DC Record keepers: Holding steady at the top
By Jeff Nash July 27, 2009While the value of assets for the 10 largest defined contribution plan record keepers took a hit from the falling markets, the top 10 nonetheless retained their stranglehold on the business.
Small, midcaps top DC mutual fund performance charts
By Rob Kozlowski July 21, 2009After a three-month hiatus, small cap and midcap funds re-emerged as the cream of the crop in the top 25 best performers among equity mutual funds most-used by defined contribution plans in the year ended June 30.
Unlocking the secrets of sovereign wealth funds
July 14, 2009Who's going to win when sovereign wealth funds diversify their investments? And what else are they doing post-credit crisis? This report provides some answers.
Top International/Global Managers
By Pia Sarkar June 29, 2009A dismal foreign equity market pummeled overseas strategies in the year ended March 31, dragging assets down 34%, to $5.5 trillion, for firms surveyed in Pensions & Investments' annual international and global manager rankings.
5 years of corporate funding gains gone
By Rob Kozlowski June 1, 2009The top 100 U.S. corporate pension plans saw their funded status drop by nearly 30 percentage points in 2008, giving up all gains of the previous five years, according to Pensions & Investments' review of annual reports.
The funded status of corporate pension plans
By Rob Kozlowski June 1, 2009The top 100 U.S. corporate pension plans saw their funded status drop by nearly 30 percentage points in 2008, giving up all gains of the previous five years, according to P&I's review of annual reports.
P&I's Largest Money Managers Directory
By Douglas Appell May 18, 2009Unprecedented volatility of capital markets helped scramble P&I's annual top money manager rankings more than usual, with fixed-income and money market titans gaining ground and firms known for active management retreating.
Reversal of fortune
By Christine Williamson May 8, 2009Many hedge fund strategies reach positive territory in Q1
Top-performing managers: Coping in a tough year
By Rob Kozlowski and Tim Inklebarger May 4, 2009Our quarterly report found that equity managers got a boost at the end of the first quarter, but firms at the top of the charts for the year followed non-traditional strategies. In fixed income, safety reigned supreme.
Largest managers of mutual funds used by DC plans
April 20, 2009The largest 25 managers of mutual funds most used by defined contribution plans ended 2008 with assets off by more than a quarter, but the year's market vortex didn't drag down all boats equally.
Risk Management
April 6, 2009Join Pensions & Investments as we delve into critical issues related to Risk Management
Index Managers
By Rob Kozlowski March 23, 2009As capital markets tumbled in the last half of 2008, indexed fixed-income assets suffered as well, Pensions & Investments' biannual indexing survey shows. At the same time, enhanced indexing assets fell 36.1% in the six months, to $221.6 billion.
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