Table of Contents

Issue Date: Monday, August 6, 2018

News

Managers applauding Beijing's policy moves

Managers applauding Beijing’s policy moves

China's increasingly sophisticated management of its economy may help support markets hit by trade war fears.

Road to success takes real care in managing corporate pension assets

Road to success takes real care in managing corporate pension assets

U.S. corporations need to think long-term about how to manage their portfolios if they anticipate a pension risk transfer transaction.

Providers mining big data for look into participants

Providers mining big data for look into participants

DC providers are adding and refining data tools to help plan executives and consultants access and analyze participant data.

Managers await changes for foreign investment

Managers await changes for foreign investment

An update to foreign investment review rules has private equity and venture capital funds and investors awaiting details.

Order management costs coming out of the dark

Order management costs coming out of the dark

Trade connectivity costs could be the latest fee to come out in the open.

SEC to tread lightly until GOP nominee Elad Roisman approved

SEC to tread lightly until GOP nominee Elad Roisman approved

Democrats have yet to nominate an SEC commissioner even as a Republican nominee makes his way through Senate hearings.

Alts firms see most growth over quarter

Alts firms see most growth over quarter

Alternative managers led in terms of AUM growth in the year ended June 30.

Private wealth investors slowly gain interest of more managers

Private wealth investors slowly gain interest of more managers

Alternative money managers are working to reach a new client channel.

Controversy simmering over gauging pension obligations

Controversy simmering over gauging pension obligations

Risk-free discount rates stir up a debate for the actuarial standards board and congressional multiemployer committee.

It's all coming together for U.K.'s PPF investment leader

It’s all coming together for U.K.’s PPF investment leader

The Pension Protection Fund has been through an important five years under CIO Barry Kenneth.

Sun Life sees brighter U.S. presence in future

Sun Life sees brighter U.S. presence in future

Sun Life Investment Management wants to expand its U.S. business with more real estate, private credit and infrastructure offerings.

Firms take steps to maintain data integrity, security

Firms take steps to maintain data integrity, security

Leveraging participant data to create meaningful insights comes with its share of challenges, record keepers said.

Special Report

Managing assets for pension risk transfers

Managing assets for pension risk transfers

Once a key way to attract and retain employees, companies today are increasingly keen on finding ways to get out from under the burden of maintaining defined benefit plans.

Artificial intelligence and technology in operations

Artificial intelligence and technology in operations

Advances in artificial intelligence and blockchain technologies offer the promise of increased efficiency and security in back and middle office operations, but adopting an industrywide protocol remains a roadblock.

Online

Frontlines

Editorial

Target-date funds deserve 5 stars

Target-date funds deserve 5 stars

There's room for improvement among target-date strategies, but they do get people on the way to saving for retirement.

Other Views

The associated costs of DB terminations

Companies considering a pension plan termination should weigh the attendant costs and potential for in-plan risk reduction strategies.

Institutional grade — the distributed ledger

Institutional grade — the distributed ledger

Cryptocurrency will come to be seen as an alternative way to fund enterprises. Asset managers must have a role in directing this capital.

People Moves