Table of Contents

Issue Date: Monday, July 9, 2018

News

Employers target student loan debt to boost retirement

FINANCIAL WELLNESS

FINANCIAL WELLNESS

Some employers offers student debt repayment assistance as a way to attract and retain employees, but the benefit remains quite rare.
Efforts to help gig economy workers save for retirement gaining ground

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

With many U.S. workers doing temporary, contract or on-demand work, the pressure is on to help them better prepare for retirement.
U.S. debt loses in Japan Post Bank optimization plan
Optimizing its $350 billion credit portfolio with more floating-rate and European exposure is a priority, JP Bank's co-CIO says.
Cryptocurrency funds want to branch out but held back
Large custodians' lack of cryptocurrency capabilities means hands off for institutional investors.
Saudi index add hikes expectations for region

MARKETS

MARKETS

Following news that Saudi Arabia will be admitted to a major emerging markets index, money managers eye a future IPO for opportunities.
Clients hail Bridgewater ownership change

HEDGE FUNDS

HEDGE FUNDS

Bridgewater Associates' conversion to a partnership is welcomed by clients and its China All Weather fund is open to existing investors.
Few specifics offered in plan to merge Labor, Education departments

PRINT

PRINT

Following the White House's proposal to merge the departments of Labor and Education, questions, concerns and hope surround the plan.
Environmental, social issues big in proxy season

ESG

ESG

Building off momentum from 2017, environmental and social proposals again dominate the 2018 proxy season among U.S. corporations.
Fannie Mae, Freddie Mac privatization would affect many real estate portfolios

REAL ESTATE

REAL ESTATE

Making Fannie Mae and Freddie Mac private entities would affect institutions' real estate portfolios, but how much is an open question.
Against the tide: 2 Ontario funds launch DB plans

PENSION FUNDS

PENSION FUNDS

Toronto-based trend of creating defined benefit plans runs counter to the norm.
Portability is a priority for Sen. Warner

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

One measure pending in Washington seeks to move the needle on the portability of retirement benefits.
Variable-rate bonds showing up in DC portfolios as inflation hedge

DEFINED CONTRIBUTION

DEFINED CONTRIBUTION

DC plan executives should make greater use of variable-rate debt to minimize losses in life-cycle or target-date strategies, experts say.
Asian investors also diversifying their credit portfolios
Japanese and Asian asset owners add European, global flavors to U.S.-dominated credit portfolios amid rise in hedging costs, trade tensions.
Index weighting makes Saudi Arabia hard to ignore

MARKETS

MARKETS

With Saudi Arabia set to be admitted to the MSCI Emerging Markets index, money managers are preparing for bigger exposure to the country.
Senators introduce bill to give president streamlining tools

Washington

Washington

Two U.S. senators introduced legislation in late June that would expand executive authority to reorganize federal agencies.
Market conditions prompt increased focus on value
Investors are looking beyond growth in portfolio construction as market conditions suggest it might be time to focus on other factors.

Special Report

Retirement plans for the unconventional workforce
Workers in the gig economy need more help preparing for retirement, and companies, policymakers, the retirement industry and workers themselves are busy finding solutions.

Editorial

Free lunch leading to indigestion?

EDITORIAL

EDITORIAL

Ongoing consolidation in many aspects of institutional investment management is leaving many investors wondering what to think.
Cannabis opportunities merit frank talk

EDITORIAL

EDITORIAL

It won't be long before investors, including public pension funds, will have ample opportunities to invest in the cannabis industry.

Other Views

Investment themes in the post-trans-Atlantic world
The weakening of Europe's economic dependency on the U.S. is the underlying reason for the weakening of the trans-Atlantic alliance.
When watchdogs go astray
Institutional investors play a key role in fighting auditor fraud.