Asset Allocation
Do Consultants Help Investment Returns?
A CIO Allocator Insights panel offers advice on dealing with outside advisers.
Tag: Benchmark
Asset Allocation
De-Risking Moves More Corporate Plans Into Passive Strategies
Fees come down thanks to the shift, says a new study.
About Those Fed Rate Hikes: They Might Take Longer Than You Think
The market expects them to start next year. Maybe not, says LPL’s Gillum.
Lower the Pension Plan Benchmark? Well, Not So Easy
A lot of assumed return rates are unrealistically high. But lowering them can turn a retirement program into a political buzzsaw. Some plans just say no to that idea.
Pensions
CDPQ Reports Solid Year of Progress Despite Missing Return Target
Fund misses benchmark by 1.6%, but reports substantial progress in international markets, liquidity, and stewardship.
Benchmarking Addendum: But What’s the Best Way to Benchmark Alts?
Longtime CIO Tony Waskiewicz answers the question: ‘Would you use the same long-only benchmarks?’
Op-Ed: Is Your Benchmark for Real? Probably Not
Longtime CIO Tony Waskiewicz provides a benchmarking suggestion to enhance your institution’s evaluation process.
Alternatives
OP-ED: Getting Ahead of Structural Change After the Chaos
Shifts to consider when planning future investments.
Research
Canadian Pension Funds Return 1.5% in Q3
Despite strong year-to-date returns, falling rates have increased liabilities.
Asset Allocation
Maine Pension Fund Earns 10.3% in FY 2018
Investment returns decelerate in second half, rising only 2.5% since Jan. 1.
In Depth: On the Job – Building a Better Benchmark
On the CIO challenges of finding the right metrics for opaque assets, outside managers and the board.