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Valerie Ge

Research Analyst

[email protected]

312-649-5226

See All Staff Page
Recent Stories
Traditional manager search activity soars in Q4

Search activity for the fourth quarter of 2022 increased by 25.5% from the prior quarter. Traditional manager searches soared by 119%, mostly driven by strong interests in domestic equity and fixed-income strategies, with some non-U.S. activity from Global Fund Search.

Manager M&A deals slow down in the fourth quarter

Seventeen money management deals took place in the fourth quarter of 2022, down from 32 transactions in the year-earlier quarter. Assets under management involved in the latest quarter’s transactions totaled $164 billion, down 61% from $422.2 billion in the previous quarter. Over the last 4 years, the lowest AUM involved in transactions was $156.5 billion in the first quarter of 2019.

Political upheaval in U.K. among big non-ERISA stories in Q4

During the fourth quarter of 2022, 13 stories were written about non-ERISA lawsuits that involve legal prosecution or settlements, with an additional 88 stories on legislation and regulation. Forty-three representatives and senators were mentioned.

Pace of ERISA-related lawsuits remains high in Q4

During the fourth quarter of 2022, 48 ERISA-related lawsuits were filed and/or updated. There were 179 and 133 ERISA-related stories written in 2022 and 2021, respectively.

U.S. pension plans take variety of benchmarking approaches

This report intends to provide insights into the overall and asset class benchmarks selected by the 50 largest U.S. public defined benefit plans.

SMALLDefined Benefit 2-main_i.jpg
Pension risk transfer deals continue to grow

Over the past 12 months through June, $57.4 billion in liabilities were involved in pension risk transfer deals.

Government agencies announce new leaders; regulators wrap up financial cases

During the third quarter of 2022, 14 stories were written on non-ERISA lawsuits that involved legal prosecution or settlements, and an additional 64 stories on legislation and regulation.

Money manager M&A slows down in Q3

Twelve money management deals took place in the third quarter of 2022, down from 32 transactions in the year-earlier quarter.

Large OCIO deals highlight third-quarter hiring activity

Hiring activity decreased 1.2% from the previous quarter to $91.3 billion, and the number of hires decreased a significant 19.8%.

Private fund closings report

Based on the data collected by Pensions & Investments on private fund closings, total private investing fundraising was $293.73 billion in the first half of 2022.

research_tablet_charts_750-main_i.jpg
Searches rise 4.5% in Q2

Search activity for the second quarter of 2022 decreased 4.5% from the prior quarter, while hiring activity decreased 2.9% to $92.46 billion.

M&A deals, dollars increase in Q2

Thirty-two money management deals took place in the second quarter of 2022, an increase from the second quarter of 2021.

A lighted Allianz logo on the side of an office building at dusk
Allianz ban, Wells Fargo DC settlement among top Q2 legal stories

During the second quarter of 2022, 33 ERISA-related lawsuits were filed and/or updated. During the second quarter of 2022, 30 stories were written on Russia’s invasion of Ukraine and non-ERISA lawsuits that involve legal prosecution or settlements, and an additional 78 stories on legislation and regulation.

Consultant searches make up bulk of quarterly activity

Search activity for the first quarter of 2022 increased 20.4%, with consultants making up the majority of searches.

Money manager M&A continues at brisk pace

The first quarter saw 35 money management deals with $811.4 billion in AUM involved, up 38% from the previous quarter.

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December 12, 2022 page one

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  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Face to Face
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE 2.0
    • Special Reports
    • White Papers
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Eddy Awards
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
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    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
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    • View All Conferences
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    • 2023 Defined Contribution East
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