Pensions
Why Brown Is Beating the Other Ivies
Markov Processes analyzes how Brown has managed to outperform its rivals in recent years.
News Archive: Nov - 2020
Asset Allocation
Congress Mulls Expanding 401(k) Enrollments, Easing Retirement Fund Withdrawals
Popular bipartisan plan seems thwarted in the lame duck session, but has good chances in 2021.
Regulation
Financial Adviser Sentenced to More Than 3 Years in Prison for Ponzi Scheme
James Booth convinced an elderly widow to invest her late husband’s pension and another investor to hand over his child’s college funds.
Asset Allocation
Australia’s Largest Pension Fund Pledges Net Zero Portfolio by 2050
The $137 billion AustralianSuper has outlined a four-pronged approach to eliminate emissions within 30 years.
Pensions
Laid-Off Ford Managers Set Back on Bid for Higher Pension Payouts
Federal judge rules that they must use arbitration, instead of the courts, to seek redress.
Asset Allocation
Expect More Inflation Ahead, but Not 1970s Levels, BlackRock Says
Asset management titan thinks pandemic stimulus and new Fed tolerance should lead to increases in the 2.5% range.
Asset Allocation
Hawaii’s Public Pension Fund Rises 5.38% in Q1 Fiscal 2021
The asset value for the state retirement system’s portfolio increases to $18 billion.
Asset Allocation
Nearly 50 Religious Institutions Divest From Fossil Fuels
A group of mostly Catholic organizations follows Pope Francis’ call for decarbonization of economies.
Market Moves
How to Take Advantage of the Coming Market Surge
When the economy drops as much as it has, history shows a powerful stock bull run is forming, says Leuthold’s Paulsen.
Regulation
SEC Charges Five Firms for Unsuitable Exchange-Traded Product Sales
The companies’ advisers told clients to hold complex short-term investments for as long as a year or more, contrary to warnings in offering documents.
Pensions
Pension Gender Gap Closes to 1% in UK
However, report finds women are still saving £1,300 less per year than men.
Asset Allocation
Canada Pension Plan Investment Board Returns 5% for Quarter
Asset value rises to C$456.7 billion for Q2 of fiscal year 2021; fund names Frank Ieraci as head of active equities.
Asset Allocation
How Transitioning to a Low-Carbon Economy Impacts Equity Markets
JPMorgan report says the impact of climate transition across and within sectors is likely to vary significantly.
Risk
TPR Warns Trustees to Prepare for Plan Sponsor Distress
Regulator says trustees must act quickly to protect savers if they spot warning signs of an employer’s financial difficulties.
Regulation
NYC Investment Fund Manager Convicted of Multiple Fraud Charges
Donald LaGuardia faces a maximum of 45 years in prison for misappropriating funds and lying to investors.