Although it may seem on the surface as if 2020 will not offer institutional investors much to look forward to, those willing to engage in thoughtful strategies, keep an eye on megatrends and work with top managers can put themselves in a position to make the most of what could be a volatile year.
Published December 9, 2019

Two trends are converging to make life for defined benefit plan sponsors much easier: improved funded status leading to more interest in ― and flexibility to deploy — derisking strategies and the evolution and growth of the OCIO, or outsourced chief investment officer, market.
Published December 9, 2019

Defined contribution plan participants are crying out for help, and plan sponsors are coming around, if slowly, to fill that need. This is happening at a time when more participants are nearing or transitioning into retirement, throwing up new challenges and opportunities for plan sponsors.
Published December 9, 2019

The outsourced chief investment officer business continues to evolve. While OCIO providers still reach out to the industry’s traditional base of defined benefit clients, the second phase is adding business from other institutional investors. P&I discussed these topics in a roundtable discussion with Heather Myers, partner and nonprofit practice leader at Aon; Thomas Meyers, executive director, head of Americas client solutions, Aviva Investors Americas; and Rich Joseph, wealth distribution leader at Mercer.
Published December 9, 2019

This supplement aims to provide institutional investors with an academic research perspective on the most relevant issues in the industry today.
Published December 9, 2019

The new year is fast approaching, so what better time to have a discussion about the purpose your defined contribution plan serves? But are you ready to start that dialogue? Bill Ryan, a partner at Aon and head of the firm’s North America DC Multi-Asset Solutions Group, thinks DC plan sponsors are already there.
Published November 25, 2019

The benefits of bringing together people with different experiences, viewpoints, backgrounds, gender and ethnic origin, and making them feel valued, are more widely recognized today than ever before. Yet many firms, including those in the investment field, struggle to hire diverse talent and, once hired, struggle to retain, empower and promote talented women and minorities.
Published November 25, 2019

The equity opportunity set for emerging markets has changed dramatically over the past three decades, but institutional investors have generally not put those changes to good use in their portfolios.
Published November 25, 2019

Ways to reach the right funded status for more flexibility to engage in pension risk control strategies.
Published November 11, 2019

In this roundtable discussion Oliver Schupp, Head of Investor Relations, North America  at Capital Fund Management (CFM), Bernie Nelson, chief research advisor at Style Analytics, and Phil Tindall, senior director at Willis Towers Watson, discuss what investors need to know, how to allocate to factors and smart beta, how to measure these strategies and what the risks are.
Published November 11, 2019