Skip to main content
pilogo-NEW
Subscribe
Subscribe
Account
login
NEWS
Alternatives
Consultants
Coronavirus
Defined Contribution
ESG
Frontlines
Hedge Funds
Investing / Portfolio Strategies
Money Management
Pension Funds
People Moves
Private Equity
Real Estate
Searches & Hires News
SECURE Act
Special Reports
WorldPensionSummit
Preqin picks head of ESG
JPMAM strikes deal to acquire timberland manager Campbell Global
GI Partners raises $3.9 billion for sixth buyout fund
TA Associates takes ‘significant minority’ stake in Apex
Aon to shed units in bid to answer regulators’ issues
Consultants target foothold in fast-growing retail market
Wilshire chooses head of EMEA business development
Redington adds sustainability executives to team
CFA members see inflationary pressures from monetary policies
Money managers want to return to office – survey
Managers see record rise in revenue, AUM in Q1 – survey
Morgan Stanley to require vaccinations to enter N.Y. offices
Sherwin Williams removes Matrix Trust CIT series
American Express boosts auto-enrollment contribution rate to 6% for 401(k) plan
Travel & Leisure undocks Oakmark Equity & Income Fund from 401(k) lineup
Duke to restore employer contribution to 403(b) plan
Industry celebrates LGBT allies
Hines adds global head of ESG
Fed needs to assess climate risks to economy – San Francisco Fed leader
watch video
5:59
EVestment to make diversity and inclusion data free for investors
Pandemic spurs look into women's financial well-being before the crisis
California's 529 Day sees increase in new accounts
Get up close and personal with ESG ‘dilemmas'
CLO issuance to benefit Black Girls Code efforts
Crypto manager Nickel Digital chooses first head of business development
Alan Howard to return cash from secretive hedge fund
Hedge funds attract a net $18 billion in first quarter
Hedge fund assets climb to $3.8 trillion in first quarter – HFR
Anheuser-Busch taps Well Fargo small-cap fund for 401(k) plan
Fed Thrift board should mull climate change in weighing plan options – GAO
Massachusetts Exxon Mobil lawsuit over climate change to proceed
Money managers want to return to office – survey
Managers see record rise in revenue, AUM in Q1 – survey
CPPIB global head of private equity departs for Northleaf Capital
Morgan Stanley to require vaccinations to enter N.Y. offices
Kuwait’s $134 billion pension fund has record gain in turnaround
CalPERS staffer moves into permanent diversity and inclusion role
Colorado Public Employees returns 17.4% for 2020
USS Investment Management chooses first head of ABS
TSG Consumer Partners brings on investor relations managing director
Preqin picks head of ESG
CPPIB global head of private equity departs for Northleaf Capital
NZ Super names head of asset allocation
TSG Consumer Partners brings on investor relations managing director
OMERS private equity director departs
LGT Capital Partners reaches final close for fifth secondaries fund
Private equity investors expect tech-market correction within 18 months – report
Principal Real Estate Investors hires head of DC real estate solutions
Blackstone bets $6 billion on suburban home rentals
GLP, QuadReal and CPPIB to double Europe logistics fund
Arc Capital adds managing director
SECURE 2.0 getting good reviews but fate uncertain
House committee to mark up next big retirement security package this week
New PEPs targeting firms without retirement plans
Contribution catch-up for caregivers gaining favor
Impact investing
Largest money managers: 2021
Diversity, Equity & Inclusion
Top-performing managers Q1 2021
U.S. still a key market for investors
Collected coverage of P&I's 2020 WorldPensionSummit
COVID-19 puts new opportunities and risks on the agenda - WPS panelists
Private assets will continue to grow in portfolios – WPS panelists
Data
Research Center
Searches & Hires Database
Searches & Hires News
RFPs
Charts / Infographics
Sponsored Research
Trackers
Q2 2020 searches and hires overview report
Q2 2020 money manager M&A activity summary
Q2 2020 legal overview report
Q1 2020 searches and hires overview report
Anheuser-Busch taps Well Fargo small-cap fund for 401(k) plan
DaVita swaps in J.P. Morgan target-dates series for 401(k) plan
Vermont commits $100 million to private credit fund
Santa Barbara County targets $20 million for Deerpath fund
Anheuser-Busch taps Well Fargo small-cap fund for 401(k) plan
DaVita swaps in J.P. Morgan target-dates series for 401(k) plan
Vermont commits $100 million to private credit fund
Santa Barbara County targets $20 million for Deerpath fund
Cash Overlay Program Management
Proxy Advisory & Proxy Voting
Master Custodian, Related Services & Securities Lending
Optional Retirement Plan (Defined Contribution) General Investment Consultant Services
Low-volatility fund performance gap narrows over time
Treasury yield curve flattens
BlackRock, Vanguard dominate ETF landscape
Corporate defined benefit plans shifting toward fixed income
Institutional Investors: Shared Expectations, Divergent Paths
Global Investor Study 2016
Workplace Financial Wellness
U.S. Endowment Returns Tracker
Pension Fund Returns Tracker
Earnings Tracker
Corporate Pension Contribution Tracker
Insights
Opinion
White Papers
Industry Voices
Letters to the Editor
Partner Content
Publisher's Update
Lessons from the pandemic: Flexibility prized
Push for diversity and inclusion a needed change
Yale CIO had huge impact on asset management
Cryptocurrencies present dilemma for ESG investors
Research Management Systems: Powering Productivity for Modern Investment Management
Investment Portfolio Excellence: The Conviction of One Truth
A Smoother Path to Resilient Outcomes
What themes will drive investment grade bond performance in 2021?
Commentary: 4 key questions that drive OCIO matchmaking
Commentary: Private asset-backed finance is attracting investor interest
Commentary: Fixed income – the allocator’s dilemma
Commentary: What’s next for government and higher education retirement plans in the U.S.?
CalPERS: Urgency underscores all areas of providing retirement security
OCIO industry needs to adopt GIPS
Even as it assails China, Trump administration emulates it
Skeptical of Main Street support for proxy adviser proposal
P&I Content Solutions
Long Short Credit May Offer All-Weather Protection
P&I Content Solutions
Diversity, Equity and Inclusion: Debunking the Myths
Sponsored Content By Invesco
Watch Your Language
P&I Content Solutions
Investing in China
Help us help you by supporting quality journalism
You Must Believe in Spring
Everything Must Change
Tomatoes & Investments
Multimedia
Videos
Webinars
Polls
Slideshows
Charts / Infographics
watch video
6:09
How diverse is the money management industry
watch video
1:36
China gains attention
watch video
2:20
Animation: 2020 Largest money managers
watch video
5:59
Why diversity is important for the money management industry
ESG: Focus on Climate Change
Politicizing of Investments
Canadian Pension Risk Strategies
The Retirement Income Ecosystem: A 360 View
POLL: Back to the office
POLL: Diversity, equity and inclusion in institutional investing
POLL: Cryptocurrency investing
POLL: The Biden infrastructure plan
view gallery
9 photos
Coronavirus and the markets
view gallery
22 photos
The 1,000 largest retirement funds: 2020
view gallery
10 photos
Outlook 2020
view gallery
10 photos
2019 as seen through the eyes of Roger
Low-volatility fund performance gap narrows over time
Treasury yield curve flattens
Events
Conferences
Webinars
Retirement Income Virtual Series
Emerging Markets Virtual Series
Managing Pension Risk & Liabilities
ESG: Focus on Climate Change
Politicizing of Investments
Canadian Pension Risk Strategies
The Retirement Income Ecosystem: A 360 View
Careers
Research Center
MENU
SHOWING RESULTS
SORT BY
RELEVANCE
NEWEST
OLDEST
FILTER BY
Date Range
Past 24 hours
Past week
Past month
Past year
Categories
Print
(4)
INVESTING & PORTFOLIO STRATEGIES
(1)
Author
(-)
RONALD J. SURZ
(5)
Date
Sort by
Date
Relevance
Order
Asc
Desc
SHOWING RESULTS 1 - 5 OF 5
Should active management die? No, keep small elite
November 10, 2014 12:00:00 AM
Using a blend to evaluate style
June 12, 2000 01:00:00 AM
Performance evaluation lessons for the 21st century
January 10, 2000 12:00:00 AM
INVESTMENT POLICY: ASK THE RIGHT QUESTION; IBBOTSON, SURZ AGREE TO DISAGREE ON WHAT MATTERS AND HOW TO WRITE IT
May 17, 1999 01:00:00 AM
INVESTMENT POLICY: ASK THE RIGHT QUESTION; IBBOTSON, SURZ AGREE TO DISAGREE ON WHAT MATTERS AND HOW TO WRITE IT
May 17, 1999 01:00:00 AM
NEWS
Alternatives
Consultants
Coronavirus
Defined Contribution
ESG
Frontlines
Hedge Funds
Investing / Portfolio Strategies
Money Management
Pension Funds
People Moves
Private Equity
Real Estate
Searches & Hires News
SECURE Act
Special Reports
WorldPensionSummit
Data
Research Center
Searches & Hires Database
Searches & Hires News
RFPs
Charts / Infographics
Sponsored Research
Trackers
Insights
Opinion
White Papers
Industry Voices
Letters to the Editor
Partner Content
Publisher's Update
Multimedia
Videos
Webinars
Polls
Slideshows
Charts / Infographics
Events
Conferences
Webinars
Careers
Research Center