Opinion
Can Private Asset Allocations Lead to Privation?
Strategic asset allocation is not static asset allocation; how are investors managing embedded beta risks in private asset portfolios?
News Archive: Mar - 2024
Corporate Moves
Saudi Arabia Transfers 8% of Aramco to Wealth Fund
The capital infusion into the sovereign wealth pool is meant to aid the kingdom’s bid to diversify its economy.
Pensions
Germany Plans Pension Reform, Establishment of 200B-Euro Fund
Draft legislation would increase pension contributions amidst an aging population.
Regulation
SEC Finalizes Amendments to Require Greater Execution Quality Disclosure
Updates to the rule on trade execution received a rare 5-0 vote.
Asset Management Culture
More Diverse Managers Are Raising Venture and PE Funds at Fastest Pace, Research Finds
The number of women- and minority-owned private equity and venture capital firms in the US grew nearly 20% from 2022 to 2023.
Pensions
With Corporate DB Pension Funding at All-Time High, Will Pension Reversion Transactions Increase?
Likely not, but there are opportunities for plan sponsors to take advantage of excess pension assets.
Pensions
Verizon Announces $5.9B Pension Transfer
Insurers Prudential and RGA Reinsurance will assume obligations for 56,000 pensioners who are already receiving benefits.
Risk
Solid 4Q Earnings Tee Up Expectations for Even Better Days Ahead
Projections are for corporate profits to really burgeon in 2024, despite some downbeat economic outlooks.
Regulation
SEC Finalizes Climate Disclosure Rule, Omitting Scope 3
The rule has a staggered compliance calendar for different issuers.
Pensions
Korea’s National Pension Fund Rebounds With 13.6% Return in 2023, Grows to $780B
A strong performance from equities spurred a sharp turnaround from the previous year’s 8.2% loss.
Risk
Leveraged Loan Returns Rise Even as Credit Quality Worsens
The solid economy and expected rate drops are powering the risky asset class higher, Ned Davis reports.
Pensions
Penn SERS Returns 12.2% in 2023
Pension returns were boosted by equities, while real estate lagged.
Research
Which Sectors Have the Best Prospects for 2024, and Which Have the Worst?
History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …
Asset Allocation
Institutional Investors Unsure How Climate Risk Will Affect Infrastructure Assets
Only 24% of investors say existing tools are adequate for assessing climate risk impacts.
Asset Allocation
ABP Plans $30B in Impact Investments by 2030
The Dutch pension fund wants to invest across themes like climate and social impact.