Oxford Endowment Chief: No to the Yale Model
After only seeing a 4%
decline in endowment assets during the Great Recession, Oxford endowment head
Sandra Robertson speaks out against the often-emulated Yale Model of
investment.
Asset Allocation
Asian SWFs Adjust Investment Strategies for 2010
The China Investment Corp, the Korea Investment Corp, and the Government of Singapore Investment Corp navigate a difficult economic climate.
Australia’s SWF Turns to Timber
The Future Fund plans to include timber in its allocation to “tangible assets,” which to date have only included real estate and infrastructure.
SWF Assets to Rise by End of 2012, With Shift Abroad
After total assets under management at SWFs declined 3% in 2009 to $3.8 trillion, a new report expects a rosy outlook ahead.
Study: Asia Becoming a Home for Asset Owners
According to the study by Cerulli Associates, Asia will most likely emerge as the largest asset management region in the world outside the US.
Survey: Pension Funds to Increase Equity Exposure in 2010
A study of 78 European pension funds in 16 countries reveals investors have increasing trust in equities.
Study: Pension Plan Sponsors Are Becoming More ‘Liability Aware’
MetLife’s survey of 166 corporate plan sponsors shows risk management priorities for the largest US defined benefit pension plans have expanded.
Swedish Pension Fund AP3 to Shift Investment Model
After improved returns, AP3
will focus on a management model based on risk categories.
Survey Shows Corporate Pensions Improved in ’09, but Troubles Persist
Standard & Poor's 500 companies' aggregate U.S. and non-U.S.
pension deficit and average funded status showed signs of optimism last
year -- as of December 31, the average funded status increased to 84%,
up from
78% a year earlier.
Pew Center Survey: States Face $1 Trillion Shortfall in Retiree Benefits
With a combined $2.35 trillion in assets for pensions,
health care and non-pension retirement programs for current and retired
workers, the report shows states need $1 trillion to match their
liabilities.
Top Priority for Pension Execs: Controlling Volatility
Following the financial crisis with corporate
pension plans looking
to minimize risk, SEI’s poll shows that other
focus areas include stress testing portfolio, evaluating investment
approach and defining fiduciary roles.
Study: Global Pension Assets Up 15% in 2009
Asset values increased to more than $23 trillion during
2009; bond allocation fell as equity markets rose.
Survey: Investors Say Top Hedge Fund Concerns Have Shifted
Transparency and liquidity risk surpass weak performance as top concerns.
Survey: Canadian Pensions Recover in 2009
Canadian pension plans rose by 16.2% for 2009, lifted by rebounding equity markets.
Survey Shows Fund Managers to Take More Risks in 2010
A new study shows managers have a bullish outlook on equities, increasing their risk tolerance.