Table of Contents

Issue Date: Monday, March 18, 2019

News

Brookfield-Oaktree tie-up creates alternatives giant

MONEY MANAGEMENT

MONEY MANAGEMENT

Brookfield Asset Management's acquisition of Oaktree Capital could signal the start of alternative manager consolidation.
IRS shift on lump-sum payments unlikely to spur big DB plan rush

PENSION FUNDS

PENSION FUNDS

U.S. corporate pension plans again can offer lump sums to retirees, but the freedom brings its own challenges.
Multistate private-sector retirement pact getting some serious attention

RETIREMENT PLANS

RETIREMENT PLANS

The stage is being set for state private-sector retirement savings programs to multiply through multistate collaboration.
Disclosure requirement for asset owners, money managers approved by EU

ESG

ESG

Pension funds will have to show "adverse impact" of portfolios on the environment after EU institutions agreed to new regulations.
Institutional flood coming to China A-shares market

INVESTING

INVESTING

MSCI's A shares hike will prompt record foreign inflows to China, but retail dominance likely to persist over the coming decade.
Reform request on shareholder resolutions drawing a line in the sand for public companies, activists

GOVERNANCE

GOVERNANCE

SEC is weighing changes to the resubmission threshold on shareholder proposals, and there are strong opinions on both sides of the debate.
Asset owners, managers applaud new EU rule clarifying role of shareholders on public company pay disclosures

PRINT

PRINT

New European Shareholder Rights Directive II will lead to more active ownership among investors in Europe, sources said.
P&I honors 66 for DC education efforts

The 2019 eddy awards

The 2019 eddy awards

Pensions & Investments honored 66 defined contribution communication campaigns at the 25th annual Eddy Awards.
Contributions to corporate plans likely to be down with '17 tax law

PENSION FUNDS

PENSION FUNDS

Employer contributions to corporate DB plans are expected to be lower this year as companies were taking advantage of the new tax law in 2018.
All eyes on Invesco as deal raises active management stakes

Money Management

Money Management

Analysts are watching how the Invesco-OppenheimerFunds tie-up will pay off for Invesco, as it digs its heels deeper in active management.
Active managers see opportunity in volatile A-shares

INVESTING

INVESTING

The dominance of retail investors in Shanghai and Shenzhen A-shares markets has made those markets a happy hunting ground for active managers.
With baby boomers retiring, industry girds for change

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

Pensions & Investments' East Coast Defined Contribution conference covered topics from health savings accounts to cybersecurity threats.
PLSA conference speakers make case for smart diversification
Pension fund executives contemplated routes to better diversification and its objectives at the PLSA’s annual investment conference.
Public pension benefit suits being watched nationwide

COURTS

COURTS

All eyes are on the California Supreme Court as it works through cases that could determine whether the California rule will stand.

Special Report

Eddy Awards 2019
P&I spoke with plan sponsors and service providers to learn more about the strategies driving their award-winning communication campaigns.

Online

Frontlines

Editorial

Lessons from the Great Recession

EDITORIAL

EDITORIAL

The bear market of 2008-09 caused significant changes in the U.S. retirement system but taught valuable lessons that should not be forgotten.
Giving financial wellness its due recognition

EDITORIAL

EDITORIAL

DC plan sponsor executives have recognized that financial demands other than retirement need to be tackled so that they don't derail retirement savings.

Other Views

Letters to the Editor