Who Is This Man?
Cover Story from aiCIO Magazine: Warren Buffett chooses an heir. Kip McDaniel & Paula Vasan report.
Asset Allocation
Ataturk Makes Good
From aiCIO Magazine: It is a curious twist of historical fate: Two bodies established to
enshrine the past of an impoverished nation are the forerunners of a
very wealthy future. Nick Lord reports.
Rebalancing
From aiCIO Magazine: Is the failure to rebalance an institutional portfolio “the height of irresponsibility,” or, as some think, not a failure at all? Joe Flood reports.
Canadian Funds Beef Up PE Teams
Despite a relatively quiet year in 2010, the private-equity arm of the Caisse de depot et placement du Quebec plans to add to its private equity team to invest in Quebec companies.
Survey: Alternative Investment Fees on the Decline
Mercer's 2010 Asset Manager Fee Survey has shown that fees for hedge funds, private equity, infrastructure and real estate are all down from 2008.
Barclays Capital Survey Finds Commodity Investors Predict Higher Returns
Hedge funds and institutional investors predict a bigger inflow into direct commodity investments than in 2010 as the economy continues to improve, increasing demand for metals, grains, and energy.
Mercer Shows S&P 1500 Company Pension Deficits Shrink to $359 Billion
The consulting firm found that the shortfall among US company pension plans at the end of November corresponds to a funded status of 79%, compared to a funded status of 78% at the end of October.
MetLife Study Examines US vs. UK on Risk
A survey of 166 US and 89 UK corporate plan officials shows that pension risk management differs on both sides of the Atlantic.
Report Finds Pension Costs Poised to Explode
According to a report issued by the Empire Center for New York State Policy, taxpayer-funded employer contributions to public pensions in New York State will rise by billions of dollars in the next few years, threatening to divert scarce resources from other essential public services.
Survey Shows UK Industry Watchdog Lacks Accountability
A National Association of Pension Funds pulse survey has show 78% of respondents believe the UK's watchdog should be more accountable to those it regulates.
CalPERS Sheds LaSalle of Industrial RE Portfolio
The country's biggest public pension fund has transferred most of its CalEast Global Logistics industrial real estate portfolio to private investment firm GI Partners from LaSalle Investment Management.
Institutional Investor Confidence on the Upswing
With North American and European institutions leading the way, institutional investor confidence has risen in November, according to research by State Street Global Markets.
Study Suggests ESG Mutual Funds Outperform
Research by Trucost and RLP Capital shows that mutual funds incorporating environmental, social and governance (ESG) analysis outperformed traditional funds over one-and three-year periods.
SEI Global Poll: LDI Investing Continues to Gain Traction
Pension plans are increasingly adopting liability-driven investing strategies, a new SEI study shows, with the UK and Netherlands in the lead.
Shareholder Group Says Pay Practices at Banks Fueled Risk-Taking
The Council of Institutional Investors, which represents about 130 pension funds, has shown that pay practices at major Wall Street banks likely helped drive excessive risk-taking by executives and contributed to financial collapse in 2008.