Table of Contents

Issue Date: Monday, November 13, 2017

News

Managers expecting big things from big data

Managers expecting big things from big data

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 gain insights into their investments.

House, Senate differ on treating carried interest

House, Senate differ on treating carried interest

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 firms getting foot in technology door

Several real estate-related firms are making early investments in real estate analytics and technology.

European plans stepping into more active allocations

European plans stepping into more active allocations

DC plans across Europe increasingly consider actively managed allocations as low-cost diversification is harder to achieve.

Embedded annuities return to the table

Embedded annuities return to the table

A Treasury report is recommending more protection for sponsors regarding in-plan annuities.

Endowments get needed bounce but cautioned to stay nimble

Endowments get needed bounce but cautioned to stay nimble

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

Global firms see promise with Japan

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

MiFID II research rules concern bond managers

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

Continued outflows, ETF woes confronting new SSGA leader

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

GOP tax reform a mix of good and bad so far

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

Sovereign bond boutique embraced by Asian clients

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

Fixed-income ETFs can supercharge ESG investing

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

Not too late to submit retirement fund survey

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

Special Report

Special report: Pension risk transfer

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 megadeals in the market.

Top-performing money managers: Q3 2017

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 year ended Sept. 30.

Frontlines

Editorial

Tax reform? Hold your breath

Tax reform? Hold your breath

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

Other Views

People Moves