Table of Contents
Issue Date: Monday, September 3, 2012
Pension funds and retirement security are featured topics in both Democratic and Republican platforms, but the focuses are different.
The upside potential for core government bond investors in major developed nations is shrinking, leading some to globalize their sovereign debt investment strategy to reduce risk while adding potential sources of returns.
Several high profile court cases and the prospect of more might be writing the next chapter of public pension reform, as bold - or desperate - legislators take aim at current workers' benefits, once considered untouchable.
The California Legislature approved an overhaul of the state's public pension laws on Friday, rolling back benefits to pre-1999 levels.
Fixed income's dwindling return expectations and equities' volatility are causing institutional investors to lean more heavily than ever on alternative investments.
Rabobank, the latest European bank to seek a single buyer for its far-flung money management business, could prove more successful at finding a purchaser than recent competitors.
A 5-year-old investment by CalPERS that was expected to earn handsome returns and help to reduce cost CalPERs pays to provide health care for its members has yet to pay off.
New fee arrangements, emerging in response to institutional investors' push to cut costs, could put pressure on revenues of both investment managers and consultants.
Hedge fund managers hungry for institutional assets are increasingly willing to incorporate exclusionary screens into their investment approaches to keep portfolios in line with the socially responsible investment values of church-affiliated investors.
There's room for more than one equity real estate index.
The Eddy Awards, which began in 1995, recognize plan sponsors and service providers that epitomize the best practices in providing investment education to defined contribution plan participants.
Pensions & Investments and Rocaton Investment Advisors are surveying defined contribution plan executives on a few hot-button issues — stable value and other conservative investment options, fees and revenue sharing, and retirement income solutions.
Japanese investors would have benefited from a risk-parity strategy during the ‘lost decades.’
Unlike the other cost-cutting initiatives, which deal primarily with search-related fees, Jason MacQueen is proposing a complete revamp of manager/investor fee model.
In a year of poor equity returns, assets of the world's 300 largest retirement funds rise 1.9%.
China's economy is now the world's second largest, and the greater China equity market — comprising mainland China, Taiwan, Hong Kong and Macau, at approximately $6.1 trillion in market capitalization — already has surpassed Japan's as the world's second biggest.
Market shifts might change the investment opportunities available, but Roxanne Martin and Scott Schweighauser at Aurora Investment hold to their process.