Latest Slideshows
Largest U.S. IPOs
Facebook priced its initial public offering at $38 a share and will likely raise at least $16 billion. See where it ranks among the five largest U.S. IPOs.
Published: May 17, 2012
Pension plan partners in private equity
Large public pension funds are hiring private equity managers to run assets in alternative strategic partnerships rather than committing to traditional limited partnerships.
Published: May 15, 2012
Elusive alpha
Performance of, and net inflows to, hedge funds of funds have suffered since the financial crisis.
Published: May 14, 2012
Alts managers winning the most business: April 2012
In April, 66 alternative asset managers received 84 mandates worth over $6 billion, according to P&IQ. See the five alts managers that received the largest investment mandates.
Published: May 08, 2012
CEOs with the highest total realized compensation
See the five CEOs of Russell 3000 companies with the highest total realized compensation through April 30, according to GMI Ratings.
Published: May 03, 2012
Global view of corporate pension funds
To supplement P&I’s report on U.S. corporate plan funding, we examine pension assets of the Dow Jones Global Titans 50 index of multinational corporations.
Published: April 30, 2012
Worst funded corporate pension funds: 2012
From the P&I Balance Sheet, the 10 corporate defined benefit plans with the worst funding ratios.
Published: April 30, 2012
Best funded corporate pension funds: 2012
From the P&I Balance Sheet, the 10 corporate defined benefit plans with the best funding ratios.
Published: April 30, 2012
Dividend ETF competition heats up
Who will come out on top as money continues to pour into dividend-focused exchange-traded funds?
Published: April 16, 2012
PE fundraising in Q1 2012
See the 10 private equity firms receiving the largest commitments in the first quarter of 2012, according to P&IQ.
Published: April 10, 2012
DC record keepers with the most assets
See the top 10 defined contribution record keepers based on total assets from the P&I Research Center.
Published: April 09, 2012
Firms winning the most business: March 2012
See the 10 managers that received the largest investment mandates in March 2012.
Published: April 03, 2012
Risky business
Recent allocations to risk parity have been driven by impressive risk-adjusted long-term returns, but current interest rates might prove challenging.
Published: April 02, 2012
Money managers with favorable brand impressions
Cogent Research surveyed pension fund managers in late 2011 to learn which money managers were viewed favorably. The firm surveyed more than 600 institutional investors with at least $20 million in assets from mid-September through October 2011.
Published: March 20, 2012
Europe’s upside
Despite economic uncertainty for Europe, analysts see opportunities in European equities, particularly in troubled areas like Spain and Italy.
Published: March 19, 2012
The 10 largest 457 plans
A slideshow of the 10 largest 457 plans based on assets, according to the P&I Research Center.
Published: March 06, 2012
Yield opportunities
Credit investments such as bank loans and distressed securities have been touted as attractive investments for yield-seeking investors.
Published: March 05, 2012
Bidding on the Dodgers
The Los Angeles Dodgers recently finished reviewing second round offers and submitted the finalists to Major League Baseball officials for approval. Some of the reported bidders for the bankrupt team include money management executives.
Published: February 29, 2012
Major pension plan freezes
Cutting retirement plan costs, concerns about the impact of low interest rates on required plan contributions and worries about how longer life spans will boost costs are some of the reasons more and more employers are freezing their plans. The details of pension plan freezes by some of the best-known corporations follows.
Published: February 22, 2012
Commercial real estate returns renaissance
Income generated by office properties earned investors 6% in 2011 and could increase if employment continues to rise.
Published: February 20, 2012
Money manager inflows: Q4 2011
See a slideshow of money managers ranked by their fourth quarter 2011 inflows.
Published: February 16, 2012
The largest U.S. DB plans
A slideshow of U.S. defined benefit plans with over $100 billion in assets, according to the P&I Research Center.
Published: February 15, 2012
Top 10 DC plans
A slideshow of the 10 largest U.S. defined contribution plans based on assets, according to the P&I Research Center.
Published: February 13, 2012
Money manager scorecard
Here’s a look at the health of traditional publicly held money managers.
Published: February 06, 2012
Largest U.S. IPOs of all time
Facebook's IPO filing to raise $5 billion will make it the largest Internet offering in history. See how it might stack up against the 10 largest U.S. initial public offerings.
Published: February 02, 2012
Dividends in vogue
Low interest rates and a modest growth outlook highlight the importance of dividends for investors seeking income.
Published: January 23, 2012
Global investment management M&A scorecard
Excludes acquisitions of investment managers with less than $200 million under management or purchases of less than 10% of equity. Dollar amounts are in U.S. billions.
Published: January 09, 2012
From Russia with love
Russia’s accession into the WTO might spur investment in the country and create trading opportunities that could help ease the European crisis.
Published: January 09, 2012
The year that was(n’t)
With one trading week left in the year, many investors view 2011 as a year to forget.
Published: December 26, 2011
The year in cartoons
A retrospective look at 2011's editorial cartoons satirizing the issues facing retirement funds and money managers.
Published: December 21, 2011
Money manager search activity: 2011
Asset owners have sought to put nearly $70 billion in the hands of money managers in 2011. Almost 90% of the searches are for equity and fixed-income mandates.
Published: December 12, 2011
Tail risk redux
Market volatility in 2011 should only heighten investors’ interest in protecting their portfolios from massive equity market drops.
Published: November 28, 2011
P&I Advisory Panel survey: Consultant
A survey of the P&I Research Advisory Panel shows executives greatly value their consultants.
Published: November 28, 2011
EU rescue
The latest plan to contain Europe’s debt crisis includes Greek debt relief, boosting the region’s rescue fund and tighter capital requirements for banks.
Published: November 14, 2011
The 5 highest paid CIOs of tax-exempt institutions
Endowment execs -- especially at universities -- top pay list for tax-exempt institutions.
Published: November 08, 2011
Safeguarding DC assets
Some economists fear that recent monetary policy could spur inflation once the economy improves. With an estimated $4.7 trillion in U.S. defined contribution assets, surveys show there is a need for more offerings to protect this enormous asset pool.
Published: October 31, 2011
Hedge hot spot
Emerging markets hedge fund managers could benefit as investors look beyond developed economies for growth.
Published: October 17, 2011
Public pension fund databank
Data are based on P&I’s 100 largest public plans that published their 2010 annual reports as of Oct. 10, 2011.
Published: October 17, 2011
Snapshot: Carlyle
Carlyle Group’s September S-1 filing provides stakeholders more insight into the world’s largest buyout firm.
Published: October 03, 2011
Largest hedge fund-of-funds managers
Largest hedge fund-of-funds managers ranked by worldwide assets as of June 30, 2011, according to P&I research.
Published: March 01, 2012
Kings of Wall St.
Largest hedge fund managers ranked by worldwide assets as of June 30, 2011.
Published: September 19, 2011
Rebuilding
President Barack Obama’s Jobs Act and CalPERS’ $800 million target for in-state projects might signal renewed interest in infrastructure.
Published: September 19, 2011
A rogues' gallery
See how UBS trader Kweku Adoboli ranks amongst the biggest rogue traders in history.
Published: September 15, 2011
After the whistle
Numerous money managers and even some investment consultants came to their jobs after careers in the NFL were done.
Published: September 08, 2011
Meet the Congressional supercommittee
With a few exceptions, members of the supercommittee charged with wresting $1.2 trillion or more from the federal deficit don't have much experience in retirement issues or even tax policy. But with all the revenue raisers on the table, that could soon change.
Published: August 24, 2011
The REIT stuff
Real estate investment trusts in the FTSE NAREIT 50 are expected to increase dividends by an average of 10.1% over the next three years.
Published: August 22, 2011
Money managers and golf
Putnam Investments’ sponsorship of professional golfer Keegan Bradley, who has won a pair of golf tournaments in dramatic fashion, is the latest high-profile sponsorship involving a money manager and a golfer.
Published: April 05, 2012
More deals, but smaller
Private equity acquisitions are up nearly 12-fold from Q2 2009’s trough, but average deal volume has continued to decline.
Published: August 08, 2011
Fission pools
Nuclear decommissioning trusts — asset pools set aside to pay for cleaning up closed nuclear power plants — could see substantial growth.
Published: July 25, 2011
First-half results
Despite a recent slew of negative U.S. economic data, equity and fixed-income markets have managed to eke out moderate year-to-date gains.
Published: June 27, 2011
States where taxes could increase the most from pension fund shortfalls
A new study, co-authored by Joshua Rauh of Northwestern University and Robert Novy-Marx of the University of Rochester, argues state and local governments will need to raise taxes by an average of $1,398 per household every year for the next 30 years in order to fully fund their pension systems. The slideshow highlights the 10 states that would see the highest tax increases. The data is based on 2009 contribution rates, according to the Rauh and Novy-Marx study. The unfunded pension liability data for each state is based on 2009 data from Moody's Investors Service.
Published: June 24, 2011
Brazil’s dilemma
Strong foreign investment has forced Brazilian policymakers to institute capital controls to avoid destabilizing effects associated with inflows.
Published: June 13, 2011
Worst funded corporate pension funds
From the P&I Balance Sheet, the five corporate defined benefit plans with the worst funding ratios.
Published: June 13, 2011
Best funded corporate pension funds
From the P&I Balance Sheet, the five corporate defined benefit plans with the best funding ratios.
Published: June 13, 2011
Trillion dollar managers: 2011
Meet the eight money managers with over $1 trillion of assets under management as of Dec. 31, 2010.
Published: May 31, 2011
Energized
Among large public and corporate pension funds with internally managed assets, the value of energy holdings increased the most and technology fell the most
Published: May 30, 2011
These money manager execs are more than just fans
When MLB approved the sale of the Dodgers, Mark Walter, the chief executive of Guggenheim Partners, became the latest money manager to buy a sports team.