Latest Special Reports

Top-performing money managers: Q1 2012

Large-cap growth strategies dominated the top 10 overall equity rankings in the year ended March 31, taking eight of the top 10 spots, according to Morningstar Inc.’s separate account/collective investment trust database. And in a rare occurrence, the entire top 10 was displaced from the ranking for the year ended Dec. 31, when energy strategies had four positions in the top 10. Among bonds, long-term strategies continued to dominate the top 10.

Published: May 14, 2012

P&I's Balance Sheet 2012

The funded status of the top 100 U.S. corporate pension plans according to Pensions & Investment review of annual reports.

Published: April 30, 2012

The state of currency investing

More investors are finding that active foreign exchange strategies might be better suited as a side rather than a main dish when serving up alpha.

Published: April 16, 2012

Defined contribution record keepers 2012

Defined contribution record-keeping assets reached $4 trillion in 2011, posting a 1.9% gain from the $3.93 trillion recorded during 2010.

Published: April 02, 2012

Examining health care investment pools

Executives at not-for-profit health-care organizations are finding management of their systems' investible assets is becoming more critical as increasing regulation threatens to decrease revenue.

Published: March 19, 2012

DC East 2012 wrap up

See a summary of the speeches and conversations at P&I's East Coast Defined Contribution Conference in Miami.

Published: March 19, 2012

The growth of ETFs

P&I examines how investment managers and hedge funds are using ETFs for portfolio management.

Published: March 05, 2012

Top-performing money managers: Q4 2011

Among fixed-income money managers, long-term bonds push high yields aside, and among equity managers, energy portfolios propel past small caps.

Published: February 20, 2012

P&I's top 1000 retirement plans

Retirement plans gain 2% for the year despite 3rd-quarter equity bloodbath.

Published: February 06, 2012

The next step in ESG

Published: January 23, 2012

Money Manager M&A 2011

Merger-and-acquisition activity in the money management industry in 2011 was more about broken engagements than successful marriages.

Published: January 09, 2012

Databook 2011

Published: December 26, 2011

State of infrastructure investing

Infrastructure is a strapping adolescent of an asset class that already has had its share of growing pains. It's been a rough few years. During the recession, fundraising of infrastructure private equity funds plummeted 80%. Some infrastructure managers disappeared, while others suffered from low returns caused by taking on too much leverage. But much has changed in the past 12 months.

Published: December 12, 2011

Investment consultants directory: 2011

Corporate pension executives are putting more demands on investment consulting firms for more specialized and complex advice, giving a boost to the economics of a business that still faces challenges.

Published: November 28, 2011

Top-performing managers: Q3 2011

In equities, small-cap funds weather market plunge, while in fixed income long-term bonds end high yield's longtime reign.

Published: November 14, 2011

The P&I Towers Watson World 500: World's Largest Managers

Total assets under management of the largest 500 money managers in the world edged 4.4% higher, to $64.7 trillion, in 2010, according to the annual Pensions & Investments/Towers Watson World 500 ranking.

Published: October 31, 2011

Funded status of public pension plans

Investments, contribution hikes, plan design changes all part of solution.

Published: October 17, 2011

Real Estate Investment Managers

Real estate investment managers reversed two years of asset declines.

Published: October 03, 2011

Special Report: Largest Hedge Funds

Hedge funds boom with help from institutions while funds of funds display deeper wounds.

Published: September 19, 2011

Largest Index Managers 2011

Total amount in strategies rises to almost $6 trillion, surpassing the previous high mark recorded in 2007.

Published: September 19, 2011

Remembering 9/11 a decade later

The investment management industry proved resilient in the 10 years since the terrorist attacks of Sept. 11, 2001, even though things can never be the same.

Published: September 05, 2011

P&I/Towers Watson World MegaFunds

The world's largest 300 retirement funds grew 10.9% in 2010 to a record $12.5 trillion, according to an annual survey conducted by Pensions & Investments and Towers Watson & Co. The growth outpaced 2009's increase of 8.2% and was the second straight positive year since assets tumbled 12.6% in 2008.

Published: September 05, 2011

Top-performing managers: Q2 2011

In equities, small stocks once again came out ahead in the top 10 overall equity strategies, but things were looking especially good for domestic fixed-income managers, according to Morningstar Inc.'s separate account/collective investment trust database.

Published: August 22, 2011

DC money managers directory

Defined contribution assets under management in 2010 reached $3.67 trillion, rising 12.6% from the previous year but falling just short of the $3.7 trillion peak reached in 2007, according to the latest Pensions & Investments annual survey of DC managers.

Published: August 08, 2011

The Innovators: Money Managers' Most Promising New Investment Strategies

Innovation is a mainstay of the investment management industry. Through the years, new ideas have led to what is accepted as “common knowledge” today: from the esoteric, e.g., modern portfolio theory, to the seemingly simple approach of indexing.

Published: July 25, 2011