Table of Contents

Issue Date: Monday, November 13, 2017

News

Managers expecting big things from big data

REAL ESTATE

REAL ESTATE

Real estate managers are in the early stages of using data collected at their properties — gleaned from such diverse sources as facial recognition software to social media programs — to...
House, Senate differ on treating carried interest

REGULATION/LEGISLATION

REGULATION/LEGISLATION

House and Senate lawmakers are taking diverging paths when it comes to how carried interest is treated.
Real estate firms getting foot in technology door

Real Estate

Real Estate

Several real estate-related firms are making early investments in real estate analytics and technology.
European plans stepping into more active allocations

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

DC plans across Europe increasingly consider actively managed allocations as low-cost diversification is harder to achieve.
Embedded annuities return to the table

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

A Treasury report is recommending more protection for sponsors regarding in-plan annuities.
Endowments get needed bounce but cautioned to stay nimble

Endowments

Endowments

After a dismal 2016, U.S. endowments had a good year, thanks to strong markets and smart asset allocation.
Global firms see promise with Japan

INVESTING

INVESTING

Money managers around the globe are upping exposure to Japanese equities following strong earnings growth and the outcome of recent elections.
MiFID II research rules concern bond managers

Investing

Investing

Money managers are split on the effect of the MiFID II rules on fixed-income research, its quality and availability.
Continued outflows, ETF woes confronting new SSGA leader

Money Management

Money Management

State Street Global Advisors' new CEO has taken over a company whose institutional business has been plagued with outflows.
GOP tax reform a mix of good and bad so far

LEGISLATION

LEGISLATION

The opening positions of House and Senate tax reformers spell mostly good news for retirement plans, but hold some unwelcome changes.
Sovereign bond boutique embraced by Asian clients

MONEY MANAGEMENT

MONEY MANAGEMENT

Colchester Global Investors, focused entirely on sovereign bonds, is enjoying strong inflows from Asian institutional investors this year.
Fixed-income ETFs can supercharge ESG investing

ETF

ETF

The growth of investing in green bonds and fixed-income strategies weighted by ESG factors is an emerging trend among money managers.
Not too late to submit retirement fund survey

RETIREMENT PLANS

RETIREMENT PLANS

Pensions & Investments is seeking responses to its annual survey of the largest U.S. retirement funds.

Special Report

Special report: Pension risk transfer
More U.S. corporations with traditional defined benefit plans are strategically transferring their liabilities to insurers, although struggles with funding ratios have contributed to a lack of...
Top-performing money managers: Q3 2017
For the fifth consecutive quarter, small-cap equity strategies dominated Morningstar's domestic equity separate account/collective investment trust database, occupying six of the top 10 spots for the ...

Frontlines

Editorial

Tax reform? Hold your breath

EDITORIAL

EDITORIAL

For the moment at least, defined contribution plans have emerged relatively unscathed from the House of Representatives' major tax reform proposals.

Other Views

What's behind asset owners' slow adoption of responsible investment
Is the 'incredible shrinking universe of stocks' a bad thing?