Latest Special Reports

Alternative credit investing

Continued quantitative easing pushing institutional investors to more complex fixed income strategies.

Published: June 10, 2013

P&I's Largest Money Managers Directory 2013

Worldwide institutional AUM up 10.5% to hit $32.15 trillion.

Published: May 27, 2013

Top-performing money managers: Q1 2013

In equities, energy strategies give some firms the edge in quarter marked by major theme shift. In fixed income, high-yield bonds still dominate, but sector loses some ground in current quarter.

Published: May 13, 2013

Defined contribution plans around the world

Plan sponsors and regulators continue to search for the right mix of contributions, investment choices and income streams to give participants the security once provided by defined benefit plans.

Published: May 13, 2013

Balance sheet: The funded status of corporate pension funds 2013

Despite strong market performance and high employer contributions, the funded status of the 100 largest U.S. corporate pension plans remained relatively flat for 2012.

Published: April 29, 2013

Special report: Volatility

Investors taking to strategies that promise returns while limiting the downside.

Published: April 15, 2013

The state of private equity

Top 10 managers holding for more than half of $959 billion assets under management.

Published: April 01, 2013

DC East and Eddy Awards special report

The idea of retirement plan leakage was prominent at P&I’s East Coast Defined Contribution Conference March 10-12 in Miami. See a summary of the major topics discussed at the conference, and a review of the Eddy Award winners.

Published: March 18, 2013

Special report: LDI

Despite debate over timing on interest rates, many large corporate pension funds embrace strategy.

Published: March 04, 2013

Defined contribution record keepers 2013

Record keepers reported an all-time high of over $4 trillion in assets, according to the latest Pensions & Investments survey.

Published: March 04, 2013

Top-performing money managers: Q4 2012

Value stocks and high yield bonds dominated their respective asset classes at the end of 2012.

Published: February 18, 2013

P&I's Top 1,000 Largest Retirement Plans

Total retirement assets for the Top 1000 universe of defined benefit and defined contribution plans jumped 12.3% in 2012.

Published: February 04, 2013

U.K. Pension Funds and Money Managers

Pensions & Investments’ inaugural survey of the funds and managers of the U.K.

Published: January 21, 2013

Outlook 2013

Forecast optimistic for new year as most money managers and retirement plan executives see stronger economy, little chance of recession.

Published: January 07, 2013

Money Manager M&A 2012

Deal values rise 43% in U.S., but EU debt crisis hurting Continent.

Published: January 07, 2013

2012 Databook

Welcome to Pensions & Investments' 12th annual Databook, a collection of charts, tables and statistics on a variety of investment management subjects.

Published: December 24, 2012

Special report on real assets

P&I surveyed 135 asset owners and consultants on the significance and outlook of real assets in their portfolios or consultancies.

Published: December 10, 2012

Best Places to Work 2012

P&I is honoring 15 firms as the Best Places to Work in Money Management.

Published: December 10, 2012

Investment consultants directory: 2012

Consulting firms providing more money manager information as public pension plans move away from traditional RFPs.

Published: November 26, 2012

Top-performing money managers: Q3 2012

Small caps back to dominate the 1-year performance as investors feel confidence returning, while high-yield bonds return to forefront.

Published: November 12, 2012

Innovator Awards: Recognizing trailblazing DC plans

New P&I/DCIIA award lauds defined contribution plan executives for thinking outside the box.

Published: November 12, 2012

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

Gains in fixed income fail to offset equity declines as top 500 managers' assets fall 2.5% in 2011.

Published: October 29, 2012

Real estate investment managers directory: 2012

Top real estate money managers' total worldwide assets under management worldwide increased to 11.7% due to appreciation, acquisitions; institutional tax-exempt assets up 8.9%.

Published: October 15, 2012

Mutual funds most used by DC plans: 2012

After past increases of 17% and 28%, top 25 managers gain a more modest 5% for period.

Published: October 01, 2012

Funded status of public pension plans: 2012

Severely underfunded public defined benefit plans will have to try a bit of everything to shrink liabilities, from benefit cuts to contribution hikes to accelerated payments, and paying more attention to costs overall.

Published: October 01, 2012

Largest Index Managers 2012

P&I profiles and ranks the largest managers of indexed assets.

Published: September 17, 2012

State of hedge funds 2012

The gap between the growing assets managed by large hedge fund managers and the dire declines of many hedge funds-of-funds firms widened into a chasm over the past year.

Published: September 17, 2012

P&I/Towers Watson World MegaFunds: 2012

In a year of poor equity returns, assets of the world's 300 largest retirement funds rise 1.9%.

Published: September 03, 2012

Top-performing money managers: Q2 2012

All of the data for Pensions & Investments' quarterly “Top Performing Managers” report are provided from Morningstar Inc.'s global separate account/collective investment trust database. For information on the database, please contact separateaccounts@morningstar.com or call 312-384-4087.

Published: August 20, 2012

Largest DC managers directory: 2012

Although assets shifted toward more fixed-income, defined contribution assets are at an all-time high.

Published: August 06, 2012

P&I/Oxford University Long-Term Investment Beliefs Survey Results

Survey finds higher percentage of asset managers are integrating investment principles than among asset owners or consultants.

Published: July 23, 2012

State of investment outsourcing

As investment choices become more complex, funds are turning to investment outsource providers for help, only to find a plethora of options and services from consultants and managers.

Published: July 09, 2012

The state of emerging markets

Firms specializing in emerging markets are embracing new asset classes.

Published: June 25, 2012

The largest worldwide money managers: 2012

This report, the Largest Money Managers — Worldwide Assets, starts with a ranking of the managers based on worldwide institutional assets under management. It also includes rankings of managers of exchanged-traded funds, mutual fund assets, absolute-return strategies and hedge funds, as well as managers ranked by assets run for central banks, sovereign wealth funds and non-affiliated insurance companies.

Published: June 11, 2012

P&I's Largest Money Managers Directory 2012

Assets of the 500 largest money management firms drop 5.3% in 2011 as industry matures due to confluence of events

Published: May 28, 2012

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