Coronavirus - COVID-19
Canadian DB Pensions, Pooled Funds Rebound Sharply in Q2
Equities rally helps spur strong quarterly gains.
Tag: Northern Trust
Research
Less Tax-Efficient Funds Cost UK DB Plans £250 Million Yearly, Study Finds
Researchers say pensions must invest in tax-transparent funds, insurance policies to be eligible for tax advantages.
Asset Management Culture
Northern Trust Joins Asset Servicing Unit to BlackRock’s Aladdin
The Chicago firm is the latest to integrate its tools to the portfolio management software.
Pensions
Canadian Defined Benefit Plans Have Worst Quarter in 12 Years
RBC and Northern Trust report plans lost 7.1%, the steepest drop since 2008.
Asset Allocation
Canadian Defined Benefit Plans Return 13.6% in 2019
End-of-year equities rally boosts returns for pension plan portfolios.
Oft-Touted Risk Premia Strategies Show Their Weak Side
Meant as hedge fund replacements, they haven’t kept up with the market, though they’ve improved this year.
ESG Interests Are Increasing Among Family Offices
Environmental interests remain the key investment focus for organizations set up for the wealthy.
S&P 500 Companies See Pension Funding Increases in January
Among corporate plans, the financial sector achieves highest ratio, while energy and telecom lag.
People Moves Roundup
PGGM gets an acting chairman, Northern Trust makes a swath of changes, and more.
Court Rules Pension Plan Change Did Not Violate Law
Ruling: Northern Trust’s change in payout formula not an illegal reduction in accrued benefits.
Funded Status for Pensions Rises in November
Reports from Northern Trust, Mercer show continued improvement.
Manager Selection
Okla. Teachers Selects Northern Trust to Manage Index Portfolios
BlackRock and Rhumbline Advisers were among the finalists considered.
Northern Trust: Global Economy to See 2.4% Annualized Growth over Next Five Years
Despite elevated valuations, investment outlook predicts attractive stocks, no bond bubble.
Northern Trust’s McDonald: Outlook Remains Positive
Continued strength from the equities market may be the most consistent return-driver allocators can hope for.
Northern Trust: Money Managers Wary of Geopolitical Risk, US Slowdown
Many see US equity valuations as stretched, and emerging markets offering the most opportunities in the next few years.