Pensions
Japan’s $1.7 Trillion Pension Giant Breaks Record, Returns 25% in 2020
Red hot equities help the world’s largest pension fund rake in $339 billion in investment gains.
Tag: Equities
Risk
Liquidity Woes Have Abated, But Don’t Get Too Comfy, JPM Says
After the March freak-out, when even selling a Treasury was tough, a shaky equilibrium prevails.
Asset Allocation
US Public Pensions Boost Stock Exposures Back to Pre-Recession Levels
Investors’ plan allocations to US equities averages 47.3%, the highest level since 2007, says Wilshire.
CalSTRS Investment Staff Wants Stock Reductions
The volatility of equity markets means CalSTRS staff wants to be less dependent on stock investments.
UK’s Border to Coast Hires Four Managers for New Global Equity Fund
The $57 billion local authority pension pool eyes starting fixed income, private markets portfolios next.
Asset Allocation
UK Pension Funds Now Hold less than 20% in Equities
Report also says accounting rules change could cost FTSE 100 pensions $100 billion.
Research
Canadian DB Pension Funds’ Cup Runneth Over
Funded status of Canadian plans surges well above 100% in Q3.
CalPERS to Review Whether International Stock Holdings Should Be Reduced
A decade ago, the largest US pension plan decided to abandon its home country bias favoring US stocks. Now, pension officials wonder if it was the right move as US stock performance has shined.
Risk
Cincinnati Retirement System Hits Its 7.9% Fiscal Target
But gains are down from previous year’s 14.6%. Domestic stocks, private equity did the best.
Institutional Assets Rebound Slightly in Q2
Gains 0.88% after registering first loss in nearly three years during Q1.
NYC Pension Funds Earn 8.7% in 2018
Returns surpass 7% rate assumption, but fall short of last year’s 12.95%.
Why Small Caps Romped in May, Leaving Behind Large Stocks
For a change, the small-stock S&P 600 outpaced its large-cap sibling, with healthcare a big plus.
Asset Allocation
Canadian Pension Returns Defy Slumping Domestic Equities
Pensions returned 0.37% during Q1, despite Canadian equities falling 3%.
Risk
Danish Pension Fund ATP Loses 1% in Q1
Fund blames first negative quarter since 2015 on falling global equities.
Asset Allocation
UK Pension Industry Executes Rapid-Fire Stock Sale
De-risking measures prep for possible market shock.