Round Table: Evolution of investment outsourcing

P&I convened a round table because investment outsourcing has evolved from an obscure niche occupied by a handful of small players to one of the investment management industry's fastest-growing segments.

Published: July 11, 2011

Panelists push need for inflation protection

If the Federal Reserve caves into political pressure and delays raising interest rates, investors should expect inflation to flare up down the road, participants at a Pensions & Investments round table agreed. (Includes podcast)

Published: December 14, 2009

Long-range planning

Institutional investors are worried about the prospects of inflation. but nobody expects inflation to emerge as a key issue for a number of years. At a recent round table, P&I asked five experts to examine the prospects for inflation — and how institutional investors can hedge their portfolios. Here's an excerpt.

Published: December 14, 2009

Hedge funds, funds of funds and portable alpha

In this excerpt from P&I's recent round table on hedge funds of funds, panelists discuss the changing role of hedge funds of funds — and hedge funds themselves — in portable alpha programs.

Published: September 21, 2009

A fresh look at funds of funds

Institutional investors are examining every aspect of their hedge fund-of-funds portfolios and the managers in charge of them in the wake of the performance debacle of 2008, liquidity problems and the seismic shock of Bernard L. Madoff's massive Ponzi scheme.

Published: September 21, 2009

Graphic: Rough 2008 for hedge funds of funds

Published: September 21, 2009

Panelists ponder future of DC plans

Annuities as an investment option in DC plans have legal and fiduciary hurdles to overcome before there's any chance they'll become commonplace, members of a Pensions & Investments round table warned. (Includes podcast)

Published: June 15, 2009

Keeping the ship afloat

Industry leaders sit down with P&I to discuss what might be necessary to fix the damage that has hit defined contribution plans. (A round table excerpt.)

Published: June 15, 2009

P&I Round table: What’s next for asset allocation?

5 experts attempt to solve the puzzle of asset allocation in a time of unprecedented economic upheaval.

Published: March 09, 2009

Short-term bets diverge from asset mix

Institutional investors need to weigh extraordinary short-term opportunities against their strategic asset allocations, according to experts at Pensions & Investments' round table on how the liquidity crisis has affected asset allocation.

Published: March 09, 2009

Weaving through peril

Institutional investors are being whipsawed by the prospects both for deflation in the short run and inflation in the long run. P&I asked five experts to discuss how they are addressing these concerns as part of a far-ranging discussion of how the liquidity crunch is affecting institutional asset allocations.

Published: March 09, 2009

P&I Round table: Picking up the pieces

P&I round table panel: Investors didn't heed lessons from the tech bubble's bursting

Published: December 08, 2008

Miscalculating risk in housing, credit

Institutional investors — when it came to risk management — took their eye off the ball, even after the tech-stock bubble burst in the early part of the decade. That's according to a blue chip panel brought together by Pensions & Investments.

Published: December 08, 2008

Lessons from a crisis

P&I brought together five leading investment experts and thinkers to discuss how what lessons history had to offer before the credit crisis hit, but also what role leverage has played and what new lessons are being taught — and whether investors are in a learning mood.

Published: December 08, 2008

P&I Round table: The post-traumatic credit disorder

Listen in as our panel gives us their opinion on the credit crisis and their outlooks for stocks and bonds in the second half. Here's a hint: The crisis isn't over and investment returns are likely to be hard to come by.

Published: July 07, 2008

P&I Round table: The post-traumatic credit disorder

The credit crisis has roiled stock and bond markets last since summer. Financial stocks have taken a pounding, while much of the debt market remains seized up. Some investors thought the worst was over with JPMorgan Chase & Co.’s takeover of Bear Stearns Cos. in May, but markets lately have been taking a turn for the worse.

Published: July 07, 2008

P&I Round Table: The best-execution challenge

Achieving best execution for large institutional orders involves a lot more than just looking for the best price on various markets — it’s a process, according to six industry experts gathered at Pensions & Investments’ trading round table in New York on Feb. 6.

Published: March 03, 2008

P&I Round Table: M&A goes international

After record years of M&A activity in the money management industry, industry players are facing a new environment. Credit market turmoil has driven up the cost of capital and has sidelined many private equity deals and might lead to some fire sales. Mean

Published: December 10, 2007

Fixed Income Roundtable

n this round table, Pensions & Investments brought together six leading investment experts. They discuss the pros and cons of relaxing the constraints on managers, whether this trend will last long-term, how 130/30 for bond managers can reduce risk, and

Published: July 23, 2007

The next phase: P&I roundtable transcript

Pension funds executives are starting to loosen the reins on their fixed-income managers. In March, the $247.9 billion California Public Employees’ Retirement System gave its international bond managers permission to leverage their portfolios up to 130% of assets and to short up to 30%. Also, CalPERS board members said managers could invest up to 10% of assets in international high-yield bonds.

Published: July 23, 2007

Bond managers add hedge fund spice

SACRAMENTO, Calif. — Traditional bond managers are meeting hedge fund fixed-income managers halfway, adding tools such as leverage and shorting to their portfolios, according to panelists at Pensions & Investments’ roundtable on the changing world of fixed income.

Published: July 23, 2007

SPECIAL REPORT: Fixed income round table -- The next phase

Pension funds executives are starting to loosen the reins on their fixed-income managers. In March, the $247.9 billion California Public Employees’ Retirement System gave its international bond managers permission to leverage their portfolios up to 130% of assets and to short up to 30%. Also, CalPERS board members said managers could invest up to 10% of assets in international high-yield bonds.

Published: July 23, 2007

DB vs. DC Roundtable

Published: April 02, 2007

Debate, but no agreement, on which plan type is best

The debate over which is better — defined benefit or defined contribution plans — produced little agreement and lots of heat during a round table hosted by Pensions & Investments

Published: April 02, 2007

P&I round table: full transcript

Pensions & Investments hosted a round table on March 12 in Washington on which is better: defined benefit plans or defined contribution plans. Participating in the round table discussion were Keith Brainard, research director for the National Association of State Retirement Administrators; Daniel Clifton, executive director, American Shareholders Association; Roderick B. Crane, director, institutional client services at TIAA-CREF; Ed Ferrigno, vice president of Washington affairs for the Profit Sharing/401(k) Council of America; Damon Silvers, associate general counsel, AFL-CIO; and Kurt Winkelmann, managing director of global investment strategies of Goldman Sachs Investment Management. The moderator was Nancy K. Webman, editor of P&I; Washington Bureau Chief Doug Halonen also attended.

Published: April 02, 2007

Round table introduction

Pensions & Investments hosted a March 12 round table in Washington on which is better, defined benefit plans or defined contribution plans. The often contentious discussion not only touched on the broad question, but also covered specific areas of debate, including the effect a change to defined contribution plans from defined benefit plans would have on the capital markets.

Published: April 02, 2007