Plan sponsors are enhancing target date funds and core menu options in response to the current inflationary cycle and market volatility, while also introducing retirement income solutions and more personalized approaches that improve financial security for individual plan participants. The passage of SECURE 2.0 and clarification around ESG investing are also important milestones.
ESG investing continues to expand across institutional portfolios with a focus on material ESG factors that impact risk and return, and that help plan sponsors’ meet their fiduciary obligations. Read the latest ESG themes and strategies for asset owners in this timely report leading up to P&I’s ESG Investing Conference in April.
A comprehensive guide for plan sponsors on a pension de-risking journey that is focused on PRT in transferring financial risk to an insurer and protecting participants’ benefits. In today’s competitive PRT marketplace, this educational resource offers definitions, lays out benefits for participants and plan sponsors, covers insurer evaluation and implementation steps, and profiles a leading insurer with a case study.
Learn how institutional allocators are refining their approach on alternatives, private credit and real assets so they can navigate through this complex market environment and continue to achieve their portfolio objectives. Leading asset managers share current strategy and sectors that present opportunities today as well as strategy pitfalls to avoid.
How are today’s macroeconomic headwinds affecting the private debt space and focusing even more attention on the experience and deal origination capacity of asset managers? In middle-market lending, strong due diligence, return durability and ongoing capital deployment are key considerations for asset allocators pursuing opportunities in the asset class.
Lackluster relative returns and high fees associated with active management have driven investors toward indexing. Yet investors still need outperformance to achieve return targets. How can they pursue active returns in their core equity allocation?
The definitive guide for asset owners on best practices and current trends in environmental, social and governance investing. Each section offers practical guidance on investment strategies and engagement that promote and expand the ESG footprint across institutional portfolios.
In Fidelity’s latest Institutional Investor Innovation Study, asset owners that outperformed their target returns in the prior year indicated they now have concerns around rising risks amid heightened volatility.
This latest Scientific Beta-special issue of the “Research for Institutional Money Management” supplement covers inflation-friendly equity indexes, the performance of rewarded factors in the U.S. market since 2020, and the distinctions between different types of fossil fuels for investors.
U.S. pension plans pursuing liability-driven investing have been able to preserve and improve their funded status. They are now evaluating asset allocation and exploring customization to enhance overall risk management in light of the ongoing market volatility. Pension funds’ strong funded status has also led many to consider pension risk transfer solutions.
