Table of Contents

Issue Date: Monday, October 16, 2017

News

Texas Teachers brings more global equity in-house to seize alpha

DEFINED BENEFIT

DEFINED BENEFIT

Texas Teacher Retirement System overhauls its global equity portfolio to produce more alpha.
Asset owners push to satisfy U.N. goals

ESG

ESG

Asset owners are working to determine how the United Nations' 17 sustainable development goals fit into their investment portfolios.
New mortality tables mean more for PBGC

DEFINED BENEFIT

DEFINED BENEFIT

New mortality tables from the IRS are expected to raise premiums paid by plan sponsors to the Pension Benefit Guaranty Corp.
Foreign-exchange risk suddenly haunting European funds

RISK MANAGEMENT

RISK MANAGEMENT

European pension funds again are grappling with foreign-exchange risk, given the euro's rise against other major currencies.
Cybersecurity concerns spin havoc

REGULATION

REGULATION

A potential delay in the SEC's launch of the consolidated audit trail over cybersecurity concerns could could stall another regulatory initiative.
P&I launches retirement fund survey

RETIREMENT PLANS

RETIREMENT PLANS

Pensions & Investments is seeking responses to its annual survey of the largest U.S. retirement funds.
Fintech brings data alive for Wisconsin fund

TECHNOLOGY

TECHNOLOGY

Fintech firms are playing a growing role in helping large pension funds assess risk across their portfolios.
Venture cap micro funds on pace for record year

Alternatives

Alternatives

Venture capital's old guard is under pressure by smaller, specialized competitors that are creating the first institutional relationships with entrepreneurs.
Factor-based investing arrives for fixed income

Investing

Investing

More investors are showing an interest in factor-based fixed-income investing, but a number of important considerations must be heeded.
Managers hard at work on sustainable  development

ESG

ESG

Money managers are seeing some interest picking up for portfolios aligned with the United Nations' sustainable development goals.
Preston Rutledge to be nominated as EBSA chief
President Donald Trump intends to nominate Preston Rutledge to serve as assistant secretary of labor for the Employee Benefits Security Administration.
Partners Group sees dynamic shifting as key to Asia growth

ALTERNATIVES

ALTERNATIVES

Partners Group's Peter Wuffli said his firm's relative-value, multiasset-class capabilities will be key to meeting Asia's growing appetite for private markets.
Being direct with staff to increase participation

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

Kathleen Long made sure she was at every employee session to explain design changes to the plan.
Movement Mortgage takes steps to help employees shed debt

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

Movement Mortgage's Aimee Dodson says helping employees get out of debt can lead to better outcomes in retirement savings.
Striving to make a local presence for a global group of participants

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

Katie Archer is working her way around the globe to serve participants in each country.
Web redesign eases the task of shopping for 403(b) offerings

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

Sandy Blair sees the redesign as taking the mystery out of the complex 403(b) marketplace.
Keeping participants in the family after retirement

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

Employees Retirement System of Texas worked to highlight the many advantages of staying in its plans after retirement.
Plan aims to shrink burdens for small non-profits

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

Deborah Goldberg received an Innovation Award for her work setting up a state-run multiemployer plan for non-profits in Massachusetts.

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

P&I and the Defined Contribution Institutional Investment Association had some great help when it came to evaluating entries in the 2017 Excellence and Innovation Awards.

Special Report

The 2017 Excellence & Innovation Awards
For the sixth year, P&I and the Defined Contribution Institutional Investment Association recognizes innovation and excellence by plan sponsors to improve the retirement security of...
Largest real estate managers 2017
Quest for steady income helps push worldwide assets up 8.7% in the year ended June 30.

Online

Frontlines

Editorial

Wrestling with mortality

EDITORIAL

EDITORIAL

Updated mortality tables issued by the IRS could create headaches for single-employer defined benefit plan sponsors.

Industry Voices

Creating a virtuous circle for ESG-minded investors
Activist strategies can feed future ESG demand with consistent winners, overcome the "trade-off" myth and provide better returns in the process.
A look at transaction reporting obligations of MiFID II
Taking a detailed look at pre- and post-trade reporting, perhaps the most onerous obligation of MiFID II.