Latest Slideshows
Pension funds with the highest fixed income allocations
See the 10 pension funds from the P&I Top 200 with the highest fixed income allocations.
Published: May 20, 2013
Managers with the biggest AUM increases in Q1
See the 10 publicly-traded asset managers with the largest quarter over quarter increase in assets under management.
Published: May 14, 2013
Employment report
A look at hiring trends and metrics in the money management industry
Published: May 13, 2013
Pension funds with the highest equity allocations
With U.S. equity markets reaching new highs, see the 10 pension funds from the P&I Top 200 with the highest equity allocations.
Published: May 08, 2013
Worst funded corporate pension plans 2013
From the P&I Balance Sheet, the 10 corporate defined benefit plans with the worst funding ratios.
Published: April 30, 2013
Best funded corporate pension plans 2013
From the P&I Balance Sheet, the 10 corporate defined benefit plans with the best funding ratios.
Published: April 30, 2013
Corporate funds in Canada
A look at defined benefit assets of the largest Canadian corporations
Published: April 29, 2013
Top hedge fund investors
See the pension funds with the largest hedge fund portfolios, according to the P&I Research Center.
Published: April 23, 2013
Notable manager deals for Q1 2013
See noteworthy money manager mergers and acquisitions in the first quarter.
Published: April 19, 2013
Asian markets roundup
How markets in the region have performed so far in 2013 amid economic, monetary and geopolitical uncertainties.
Published: April 15, 2013
Biggest PE investors: Public pension funds
Public pension funds are the largest investors in private equity. See the leading 10 funds ranked by size of PE portfolio.
Published: April 09, 2013
The rise of ESG
Institutional investors account for 72% of assets managed in accordance with environmental, social and corporate governance policies.
Published: April 01, 2013
The 10 largest PE firms
The 10 largest private equity firms ranked by assets under management as of Dec. 31, 2012.
Published: April 01, 2013
Passive equity portfolios of 10 large pension funds
With CalPERS considering cutting active management, see where its current passive portfolio compares to its peers. All passive figures include indexed and enhanced U.S. equity portfolios.
Published: March 25, 2013
BlackRock at 25
A look at the evolution of BlackRock, which celebrated its silver anniversary this month.
Published: March 18, 2013
The largest DC record keepers
See the 10 largest defined contribution record keepers based on total assets as of Sept. 30, 2012.
Published: March 10, 2013
Pension funds using LDI
Largest retirement plans, ranked by total defined benefit assets, using a liability-driven investing strategy. Assets are as of Sept. 30, 2012.
Published: March 06, 2013
Compensation of leading PE managers
See the pay of five leading private equity managers.
Published: March 05, 2013
U.K. pension fund longevity swap deals
Notable U.K. pension fund longevity swap deals since 2010.
Published: February 22, 2013
Investing in disaster
Catastrophe bonds provide attractive, uncorrelated returns at the risk of principal loss in the event of a specified event.
Published: February 18, 2013
Corporate DC plan assets by state
See the 10 states with the most corporate defined contribution plan assets.
Published: February 11, 2013
Corporate retirement plan assets by state
See the 10 states with the most corporate retirement plan assets.
Published: February 05, 2013
Growth rings
In 2012, timberland returns were the best since 2008, as the U.S. housing market showed signs of rebounding.
Published: February 04, 2013
Where venture capitalists invested in 2012
See the 10 U.S. metro areas receiving the most venture capital in 2012.
Published: January 24, 2013
Mandate madness
A look at hiring trends as reported by Pensions & Investments
Published: January 21, 2013
Largest leveraged buyouts
Private equity club deals dominate the top LBOs in history despite being a washout for most investors. Now, PE firms are reportedly considering a $25 billion club deal to buy computer maker Dell Inc. See where a Dell buyout might rank in the 10 largest private equity deals in history.
Published: January 16, 2013
Ranking strategists' S&P 500 estimates for 2012
See which strategists at 12 major brokerages came closest to estimating the Standard & Poor’s 500 Index finish in 2012. Results ranked in reverse order of margin of error.
Published: January 09, 2013
Looking ahead
With progress made toward resolving the fiscal cliff issues, investors can focus on fundamental analysis in 2013.
Published: January 07, 2013
Worst 10 performing S&P 500 stocks of 2012
While the S&P 500 returned 15.9% in 2012, the bottom 10 performers posted an average total return of -41%. See the 10 worst performing stocks in the S&P 500 in 2012 in reverse order.
Published: January 03, 2013
Top 10 performing S&P 500 stocks of 2012
The S&P 500 posted a total return of 15.89% in 2012, a dramatic increase over the 2.1% return in 2011. See the 10 best performing stocks stocks in the S&P 500 in 2012 in reverse order.
Published: January 02, 2013
2012 in review
Despite political and economic uncertainty, the bull market in U.S. equities continued, while fixed-income indexes largely trailed 2011.
Published: December 24, 2012
The year in cartoons: 2012
A retrospective look at 2012's editorial cartoons satirizing the issues facing retirement funds and money managers.
Published: December 19, 2012
Hedge funds raising the most capital in 2012
Through Dec. 14, 2012, 72 hedge fund managers received 116 mandates worth over $10 billion, according to P&IQ. See the 10 managers that received the largest investment mandates.
Published: December 17, 2012
Best Places to Work Winner: William Blair
Chicago | Founded in 1935 | 360 money management employees Ranks 4th among companies with 100-1,000 employees
Published: December 08, 2012
Best Places to Work Winner: WAMCO
Pasadena, Calif. | Founded in 1971 | 900 employees | Ranks 5th among companies with 100 -1,000 employees.
Published: December 08, 2012
Best Places to Work Winner: SEI
Oaks, Pa. | Founded in 1968 2,500 employees | Ranks 4th among companies with more than 1,000 employees
Published: December 08, 2012
Best Places to Work Winner: Principal Financial Group
Des Moines, Iowa | Founded in 1879 | 12,900 employees | Ranks 1st among companies with more than 1,000 employees
Published: December 08, 2012
Best Places to Work Winners: Perkins Investment Management
Chicago | Founded in 1980 | 30 employees | Ranks 4th among companies with fewer than 100 employees
Published: December 08, 2012
Best Places to Work Winner: Invesco
Atlanta | Founded in 1974 6,000 employees | Ranks 5th among companies with more than 1,000 employees
Published: December 08, 2012
Best Places to Work Winner: Hamilton Lane
Bala Cynwyd, Pa. | Founded in 1991 | 190 employees | Ranks 1st among companies with 100-1,000 employees
Published: December 08, 2012
Best Places to Work Winner: Diversified
Harrison, N.Y. | Founded in 1963 | 1,124 employees | Ranks 2nd among companies with more than 1,000 employees
Published: December 08, 2012
Best Places to Work Winner: Dana Investment Advisors
Brookfield, Wis. | Founded in 1980 | 35 employees | Ranks 5th among companies with fewer than 100 employees
Published: December 08, 2012
Best Places to Work Winner: Clearbridge Advisors
New York | Founded in 2005 | 158 employees | Ranks 2nd among companies with 100-1,000 employees
Published: December 08, 2012
Best Places to Work Winner: Bridgewater Associates
Westport, Conn. | Founded in 1975 | 1,300 employees Ranks 3rd among companies with more than 1,000 employees
Published: December 08, 2012
Best Places to Work Winner: Balentine
Atlanta | Founded in 2009 | 24 employees | Ranks 2nd among companies with fewer than 100 employees
Published: December 08, 2012
Best Places to Work Winner: Robert W. Baird & Co.
Milwaukee | Founded in 1919 | 52 money management employees Ranks 1st among companies with less than 100 employees
Published: December 08, 2012
Best Places to Work Winner: AEW
Boston | Founded in 1981 | 496 employees | Ranks 3rd among companies with 100-1,000 employees
Published: December 08, 2012
Asset allocations: past, present and future
This presentation will review the changes P&I has seen in pension fund asset allocations, why those changes occurred and a likely direction for the future. The changes in the past five years have been dramatic. Among corporate defined benefit plans, the changes are arguably more dramatic than at any time since railroads created the first pension program in the 19th century. A significant amount of the statistics presented here come from P&I’s annual plan sponsor survey. We have electronic records to the early 1990s, but dusted off print archives to show information to the mid-1980s.
Published: November 29, 2012
Spotlight: Och-Ziff
Och-Ziff is one of the largest hedge funds in the world, with more than $30 billion in assets under management.
Published: November 26, 2012
The brands of Hostess
As Hostess Brands Inc. prepares for possible liquidation, more than jobs and pension obligations are at stake. The future of some of the most iconic brands in baked goods is up in the air. See some of the best known and some of the less known products Hostess produces.
Published: November 20, 2012
Alts managers calling it quits
Commodities trader John Henry is the latest hedge fund manager to call it quits, informing clients that his firm John W. Henry & Co. would stop managing outside capital in December.
Published: November 13, 2012
Junk to the rescue
Speculative-grade bonds have been the answer for yield-starved investors in 2012. Some argue they’re becoming too risky and expensive, but issuers’ fundamentals appear strong.
Published: November 12, 2012
Earnings downer
With nearly 60% of companies in the S&P 500 index reporting, third-quarter earnings have thus far disappointed investors.
Published: October 29, 2012
Top 10 managers of proprietary target-date strategies
Ranked by total U.S. defined contribution assets as of June 30, 2012.
Published: October 24, 2012
Pension plans offering lump-sum payouts
Ten large pension plans offering participants lump-sum payouts in the third quarter of 2012.
Published: October 17, 2012
The 5 largest real estate investment managers
The top five real estate investment managers ranked by total worldwide real estate assets as of June 30, 2012 in reverse order. See the P&I Research Center for the full list.
Published: October 16, 2012
A new real estate index on the block
The new PREA/IPD U.S. Property Fund index not only tracks performance of open-end real estate funds, but also allows investors to examine various performance drivers.
Published: October 15, 2012
Public pension plans with the lowest funding ratios
The 10 public pension funds with the lowest funding ratios, according to data from P&I's Research Center. The slides are in reverse order.
Published: October 10, 2012
Top managers of mutual funds most used by DC plans
Top 10 money managers ranked by total U.S. defined contribution assets, in millions, as of June 30, 2012.
Published: October 08, 2012
Jeffrey Gundlach's recovered paintings
See the $10 million worth of art thieves stole from DoubleLine Capital CEO Jeffrey Gundlach's Santa Monica, Calif. home in a burglary earlier this month. Local police recovered the art on September 27.
Published: September 29, 2012
Where do stocks go from here?
Investors are wondering if the stock market rally will continue because of Fed asset purchases, or whether corporate and economic news will drive the market lower.
Published: October 01, 2012
The largest hedge fund managers: 2012
A ranking of the 10 largest hedge fund managers listed by assets managed worldwide as of June 30, 2012.
Published: September 25, 2012
Betting the farm
Data released by the USDA in August indicate farm income and land gains are poised for a strong 2012.
Published: September 17, 2012
Risk parity and the ‘lost years’
Japanese investors would have benefited from a risk-parity strategy during the ‘lost decades.’
Published: September 03, 2012
Blackstone's succession plan
The Blackstone Group reportedly has added yet another name to its list of possible successors to founder and CEO Stephen Schwarzman, according to a CNBC report. See the six people who could one day lead the private equity manager.
Published: August 29, 2012
Warren Buffett quotes
See some of the quotes that have earned Warren Buffett the nickname the "Oracle of Omaha."
Published: August 19, 2012
Managing an uncertain future
Managed futures have exhibited not only downside protection against equity shocks, but also an ability to provide absolute return over equities during the past 15 years.
Published: August 20, 2012
Largest DC money managers: 2012
Defined contribution assets under management reached an all-time high of $3.78 trillion in 2011, exceeding the previous record of $3.7 trillion in 2007, according to P&I's latest survey of DC managers. See the 10 leading managers.
Published: August 06, 2012
Banking on asset management?
As banks adjust to new regulations, they could look to their asset management devisions to fill profitability gaps.
Published: August 06, 2012
Olympics that were financial flops
With the London 2012 Summer Olympics under way, talk is already turning to how to measure the long-term success of the games. Unfortunately, the economic benefits of hosting an Olympics aren’t a slam dunk. While there have been several success stories — notably, the Los Angeles 1984 Summer Games and the Barcelona 1992 Summer Games — not all cities have fared as well over the long term. Some Olympic games are remembered in part for their huge cost overruns and the crippling debt loads that they left behind. Here are some examples of Olympics gone awry — at least from an economic standpoint.
Published: August 02, 2012
10 financial panics in U.S. history
Although thought to be rare, financial panics were relatively common in the U.S. By some accounts there were 18 panics since the formation of the republic. Here are 10 of the more notable panics starting with the most recent in 2008.
Published: August 01, 2012
P&I/Oxford University Investment Beliefs Survey Results
The Pensions & Investments/Oxford University survey on long-term investment beliefs, conducted between May 23 and June 15, had a total of 685 respondents. Of those, about 34% are asset owners, 30% are asset managers and about 24%, consultants.
Published: July 23, 2012
PE funds winning the most business H1 2012
In the first half of 2012, 113 private equity fund managers received 199 mandates worth over $14.1 billion, according to P&IQ. See the 10 managers that received the largest investment mandates.
Published: July 24, 2012
Target-date fees, returns
Published: July 23, 2012
Hedge funds winning the most business H1 2012
In the first half of 2012, 47 hedge fund managers received 65 mandates worth over $7.1 billion, according to P&IQ. See the 10 managers that received the largest investment mandates.
Published: July 17, 2012
Investing in Africa
The frontier markets of sub-Saharan Africa present growth investors with opportunities to tap the region’s growing consumer class.
Published: July 09, 2012
Top 10 emerging markets economies
The top 10 emerging markets economies based on estimated average annual GDP growth rates for countries in the MSCI EM index.
Published: June 28, 2012
Energizing private equity
The shale natural gas boom and the potential for the U.S. to be a net gas exporter have been major drivers of private equity’s recent interest in the energy sector.
Published: June 25, 2012
The best funded state pension plans
The 10 state pension funds with the highest funded status, according to the Pew Center for the States. The slides are in reverse order.
Published: June 20, 2012
The worst funded state pension plans
The 10 state pension funds with the lowest funded status, according to the Pew Center for the States. The slides are in reverse order.
Published: June 19, 2012
A new kind of value manager
By neutralizing accounting biases and adjusting for the cost of capital, the economic value added model aims to compare firms across industries.
Published: June 11, 2012
10 IPOs that flopped
Facebook's IPO may have failed to live up to expectations, but the social networking company is not alone as other companies befell the same troubles.
Published: June 01, 2012
Anatomy of a financial disaster
Questions remain whether J.P. Morgan’s failed derivatives trade was a mismanaged hedge for its loan portfolio, or a prop bet that would pay off in an improving credit environment.
