DOL Rule Generates More Fiduciary Buzz Among Institutions
A best practice includes creating an appropriate investment policy.
News Archive: Feb - 2017
CalPERS Shift to De-Risk Portfolio Post-Election Cost $900 Million in Potential Returns
Nation’s largest pension fund reduced its exposure to global equities from 51% to 46%.
Class Action Reform Bill Could Hurt Pension Funds, Institutional Investors, Law Firms
Bill may prohibit institutional investors from hiring the same law firm more than once.
London Stock Exchange Group Issues ESG Reporting Guidance
Investors desire a standard approach on how companies report their environmental, social and governance practices.
Private Equity Managers Expect Less Uncertainty in 2017
Only 38% are planning to increase foreign transactions.
Enterprise-Wide Analytic Strategies Increase Odds of Greater Financial Growth
Survey finds double-digit growth of more than 15% in revenues and operating margins, as well as improved risk profiles.
Hermes Proposes Corporate Governance Reform for Private Infrastructure
Approximately half of Great Britain’s national infrastructure pipeline is expected to be financed by private investors between 2015 and 2021.
Are Strategic Communications in the C-Suite Working?
Paper finds that executives have to be present and personally deliver their message.
MSCI Launches ESG Index Series that Aims to Be More Inclusive
The MSCI index will exclude companies that have violated international standards on human rights, environmental and controversial weapons.
Two States Announce Changes to Their Pension Funds
South Dakota joins Michigan as a result of lowered expectations.
Michigan Pension Reform Proposal May Be ‘Too Optimistic’
Could it be a stretch to assume a 7.5% return?
Fitch: Unpredictability in Trump Administration Poses Risks
Biggest risks are from vows to break with long-standing US foreign policy on trade relations and immigration.
CMBS Risk-Retention Deals Gaining More Attention
Delinquency rates expected to rise in 2017.
Submit your 40 Under 40 Nominations
CIO is seeking the brightest talent under 40 for annual competition.
Endowment, Foundation Investor Confidence Soars
42% of investors plan to increase their investment in private equity, while 30% said they will reduce their exposure to hedge funds.