Table of Contents
Issue Date: Monday, March 4, 2013
Some large pension funds are grouping together risk premiums as the basic building blocks to diversify equity portfolios, substituting them for traditional methods based on such characteristics as geography and sectors.
ORIX Corp.'s planned purchase of a controlling stake in Robeco Group will elevate the Tokyo-based financial firm from a bit player in global money management circles to the big leagues.
A number of institutional investors intend to carve out an allocation in their asset mix for volatility strategies, despite consultants' views that volatility is not yet a formal asset class.
The California Public Employees' Retirement System has quietly started a program aimed at doubling down and reaping more profit from public companies it is engaging on environmental, social and governance issues.
Private equity firms are relying more on limited partners than rival firms to finance big buyouts.
Corporations have added $1 trillion in assets to their defined benefit pension plans in the last four years, only to see their average funded status remain essentially static and their aggregate unfunded level grow 15% to an estimated $441 billion, according to a J.P. Morgan Asset Management Inc. executive analyst.
The South Carolina Retirement System Investment Commission, Columbia, is in the process of restructuring its $6.7 billion strategic partnership network, shutting down its $3.9 billion portable alpha strategy, and deciding on a new asset allocation, according to information presented at a Feb. 28 meeting.
More than a quarter of the country's largest pension funds are using a liability-driven investing strategy, according to data collected by Pensions & Investments.
Artio Global Investors Inc.'s pending acquisition by Aberdeen Asset Management will be an inglorious end to a once high-flying money manager that made its name with strong international equity performance.
It's one thing to do liability-driven investing. It's another thing to measure its success.
A Department of Labor push to curb employee stock ownership plan abuses is catching more plan sponsors and their fiduciary consultants for a variety of transgressions.
As company stock plays a declining role in defined contribution plans, executives at some corporations have taken more aggressive steps to reduce participants' risk of holding outsized amounts of employer stock in their retirement accounts.
Surveys demonstrate that company stock, on average, is playing a much reduced role in defined contribution plan menus.
The Dutch central bank De Nederlandsche Bank wants the country's pension funds to invest in alternatives with eyes wide open.
Entries are now being accepted for the 2013 Innovator Awards, sponsored by Pensions & Investments and the Defined Contribution Institutional Investment Association.
A federal tax law aimed at preventing Americans from hiding their assets overseas will soon be a major compliance challenge — some say headache — for private equity and hedge fund managers.
While Fidelity Investments broke the $1 trillion level, other top firms play musical chairs in rankings, according to the latest Pensions & Investments survey.
Record keepers reported an all-time high of over $4 trillion in assets, according to the latest Pensions & Investments survey.
Despite debate over timing on interest rates, many large corporate pension funds embrace strategy.
Private equity has become mainstream in the asset allocations of pension funds and other asset owners, but in one important way it is still a frontier market.