Latest News

Commentary: 401(k) fixes needed right now

INDUSTRY VOICES

INDUSTRY VOICES

If we don't address the retirement security problem now, wrenching and painful changes will be required down the road.
OPTrust pushing climate change into LDI framework

INVESTING/PORTFOLIO STRATEGIES

INVESTING/PORTFOLIO STRATEGIES

OPTrust works to balance its climate-change efforts with its investment strategy.
Demand grows for SEC rule on ESG disclosure

ESG

ESG

Investors want the SEC to standardize ESG reporting to allow for uniform comparisons of long-term risk, but firms resist more reporting.
Pension risk assessment standards on deck

PENSION FUNDS

PENSION FUNDS

Pension plan sponsors are keeping an eye on Nov. 1, when new actuarial standards on pension obligation risk assessment begin.
Tough environment has hedge funds heading for the exits

Hedge Funds

Hedge Funds

Difficult investment conditions for hedge fund managers are pushing even seasoned firms to get out of the business.
Institutional investors advised to take market volatility in stride

MARKETS

MARKETS

Riskier asset allocations since the financial crisis has institutional investors jittery about last week's equity market plunge.
Trump administration staying away from courts on retirement plan issues

WASHINGTON

WASHINGTON

The Trump administration's approach to ERISA fiduciary litigation court contrasts with that of the Obama administration.
Passive investing continues to captivate global audience

INVESTING/PORTFOLIO STRATEGIES

INVESTING/PORTFOLIO STRATEGIES

Indexed assets under management rose 12.9% to $13.36 trillion in the year ended June 30, P&I's annual survey shows.
Value Partners making leap into China's private markets

Money Management

Money Management

Value Partners is adding private markets exposures in pursuit of more stable earnings streams in a fast-growing China market.
SEC weighing complex investment advice package

REGULATION

REGULATION

SEC Chairman Jay Clayton seems motivated to pass a standards of conduct rule-making package.
Global economist warns of perils of short-termism

ECONOMICS

ECONOMICS

Global economist Dambisa Moyo talks politics, infrastructure requirements and the need to reset ideals.
Real estate managers seek edge with better data, tech experts

REAL ESTATE

REAL ESTATE

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.
Man Group's assets relatively flat in quarter; net inflows total $400 million

MONEY MANAGEMENT

MONEY MANAGEMENT

Man Group's assets under management grew 0.4% for the quarter and 10.2% for the year ended Sept. 30 to $114.1 billion.
Investor group challenges NYSE fee filing with SEC; Supreme Court rebuffs exchanges

TRADING

TRADING

Recent transaction pricing tiers filed by the New York Stock Exchange with the SEC were challenged by Healthy Markets.
Former participants say Fidelity violated ERISA in 401(k) plan

COURTS

COURTS

Former participants in the Fidelity Investments 401(k) plan have sued the parent company FMR LLC, Fidelity affiliates and plan fiduciaries.