How Would Steve Jobs Design Income?
Research Affiliates channels the late Apple co-founder’s simplicity mantra in search of sustainable yield.
News Archive: Dec - 2015
L&G Dives Into Dutch De-Risking
The €200 million transaction is hailed as a “significant milestone” as the Netherlands' market begins to open up.
The Problem With Value Investing
An overvalued stock market is causing value indicators to fail, Man Group argues.
Silicon Valley Icon, NBA Team Owner to Lead UC Venture Fund
Vivek Ranadivé—founder of $4.3 billion TIBCO Software—will juggle Sacramento Kings ownership duties with heading the University of California’s new innovation fund.
Critics React to Contentious Towers Watson Merger
“Why is it necessary for one side to suffer so materially to get the deal done?” asked one proxy advisor, after the merger’s narrow passage.
Threadneedle Fined $9M for Fixed Income Failings
Thwarted erroneous trades and lax trading processes have cost one of the UK’s largest managers.
CalPERS Pushes Ahead in Fight to Cut Costs
With savings of $217 million in the last fiscal year, America’s largest public pension looks ahead to becoming even more cost-efficient.
Private Equity LPs Pay $2B a Year for 'Miscellaneous'
Researchers estimate transaction, monitoring, and other fees made up 4% of revenue over 20 years—and investors may not have tracked them.
Hedge Fund Product Wave Set for 2016
Get ready for marketers to come a-knocking as hedge fund firms prepare a bumper crop of new releases.
Capacity Concern as Insurers Turn to Asset Management Sector
An increase in insurance investment outsourcing has left some worried about the availability of partners.
The Soaring Cost of Consultants
Pension fund members are paying much more for consulting services than they were five years ago.
Liquidity Is Top Concern for Health Care Funds
The liquidity challenges faced by health and hospital systems have a “drastic effect” on their asset allocations, according to Cerulli Associates and Mercy Health’s CIO.
Sweden Abandons Controversial Pension Reform Plans
Criticism from all sides appears to have ushered the collapse of a proposed reform of the $144 billion system.
MassPRIM’s Sarah Samuels Voted Next Generation Winner
More than 100 asset owners cast ballots to name the industry’s top young leader, and the crown went to MassPRIM’s deputy CIO.
For Plan Sponsors, Passive Doesn’t Equal Safe
Plan sponsors have significant fiduciary obligations regardless of whether they choose active or passive management, according to Russell Investments.