Latest News

Tulare County ponders options on increasing hedge fund allocation

Tulare County Employees’ Retirement Association, Visalia, Calif., is exploring ways to bring its hedge fund allocation closer to its 5% target.

September 29, 2014 | 03:47 pm

U.K. private-sector DB assets to fall 6% by 2023 — report

Assets in the U.K.’s private defined benefit market will decrease 6% by 2023, to £1.05 trillion ($1.8 trillion), says research company Spence Johnson.

September 29, 2014 | 02:47 pm

Chicago Metropolitan Water fund ready for asset allocation study

Chicago Metropolitan Water Reclamation District Retirement Fund will hear results of an asset allocation study at its Oct. 22 board meeting.

September 29, 2014 | 02:11 pm

J.P. Morgan Asset Management adds global market strategist

David Stubbs joined J.P. Morgan Asset Management as global market strategist.

September 29, 2014 | 12:15 pm
Qantas Super moving in new skies

Qantas Super moving in new skies

Investment returns at Qantas Super have gotten a boost from the fund's appointment of a “centralized portfolio manager” to consolidate equity trades previously handled by its external...

September 29, 2014

Rockefeller fund uses outsourced CIO to help achieve mission-related investing goals

A key part underlying the Rockefeller Brothers Fund’s process to divest its fossil-fuel holdings and shift its investments closer to its philanthropic aims was moving to an outsourced CIO...

September 29, 2014

Qantas Super, Parametric relationship was serendipitous

Qantas Super’s selection of Parametric Australasia as a “centralized portfolio manager” to consolidate trading of the superannuation fund’s A$3 billion (US$2.6 billion) equity ...

September 29, 2014

Frontier markets move slowly onto investors' radar

Frontier market equities may or may not be the next place for institutional investors to earn exceptional returns, but looking to an exchange-traded fund for that exposure can come with some...

September 29, 2014
Quebec mulls shared-risk structure for municipal pension plans

Quebec mulls shared-risk structure for municipal pension plans

Quebec municipal defined benefit plans could change to a shared-risk structure from a final-salary pension framework under legislation to be considered by the province's National Assembly next month.

September 29, 2014

U.K. firm looks to change unfortunate moniker

U.K. private equity firm ISIS Equity Partners is changing its name because of world events.

September 29, 2014
Groups demand more action on  green investing

Groups demand more action on green investing

Institutional investors and international organizations are coming together to get energy companies to divest from carbon-based investments and governments worldwide to stop subsidizing fossil fuels.

September 29, 2014
Guidance, flexibility offered in cash balance rules

Guidance, flexibility offered in cash balance rules

Cash balance plan sponsors got a compliance road map and added flexibility in picking expected rates of return when final regulations on the hybrid plans were issued by the Treasury Department and...

September 29, 2014
Risk-factor exposures need better scrutiny — survey

Risk-factor exposures need better scrutiny — survey

Some institutional investors need a stronger understanding of the risk-factor exposures across their combined equity portfolios if they hope to achieve their intended exposures, a new Northern Trust...

September 29, 2014
Tick-size pilot program could help small caps

Tick-size pilot program could help small caps

The SEC's proposed tick-size pilot program targeting small-cap stocks should lead to improved access to capital for small companies, sources say, but whether that translates to higher returns for...

September 29, 2014
New CalPERS CIO is a well-connected insider

New CalPERS CIO is a well-connected insider

CalPERS' new chief investment officer, Theodore “Ted” Eliopoulos, is a politically savvy insider who built his reputation not from investment expertise but from knowing the power...

September 29, 2014