Asset Allocation
US Equities Lead 9.8% Penn SERS Return for 2024
The pension fund's asset value rose by $3.5 billion to $38.7 billion despite ending the year with a Q4 loss.
Tag: Pension
Asset Allocation
Public Equities Lead Healthcare of Ontario Pension Plan’s 9.7% Return in 2024
HOOPP ended 2024 with a funded ratio of 111%, its 15th straight year with more assets than liabilities.
Asset Allocation
Institutional Investors Expect to Raise Risk Tolerance for Private Markets
Private infrastructure is attracting more attention from pensions, sovereign wealth funds and endowments, per a Nuveen survey.
Pensions
PBGC’s SFA Program Boosts Multiemployer Funded Level to 97%
Without the $16 billion in special financial assistance from the Pension Benefit Guaranty Corporation, the plans’ funded level would have ended 2024 stagnant, per Milliman study.
Pensions
AP3 Returns 10.3% in 2024, Assets Rise to $51.8B
The Swedish pension confirmed its return to investing in emerging markets last year.
Pensions
MassPRIM Reports 9.1% Return in 2024, Assets Reach $109.7B
PRIM’s returns in 2024 were driven by a boom in equities.
Newsmakers
HOOPP Names Annesley Wallace President, CEO
The appointment of Wallace to head the $80 billion Ontario health care pension is effective April 1.
Pensions
Ontario DB Plans’ Funding Drops for 1st Time in Nearly 2 Years
The plans’ funded ratio was down two percentage points to 121% in Q3 due to a drop in discount rates.
Asset Allocation
Utilities, Real Estate Equities Fuel Canadian Pension Plans’ 5.1% Q3 Returns
The performance raised the plans’ year-to-date return to 9.6%.
Pensions
Pension Fund Sues KKR, Alleging $500M Payout Had ‘No Value’ to Unitholders
The lawsuit claims the firm’s founders and executives breached their fiduciary duties and ‘wanted to enrich themselves.’
Pensions
San Bernardino County Pension Announces Preliminary 9.3% Return in Fiscal 2024
The assets of SBCERA grew to $15.2 billion.
Pensions
CalSTRS Achieves 8.4% Return in 2024 Fiscal Year
Assets of the California teachers’ fund rose to $341.4 billion at the end of June.
Pensions
Mass PRIM Achieves 9.9% Return in Fiscal 2024
Assets of the PRIT fund reached a record $105.3 billion at the end of June.
Pensions
REST Pension Core Strategy Returns 8.67% in Fiscal 2024
The Australian fund manages more than $53 billion in assets.
Pensions
Pennsylvania PSERS Reports 2.95% Return in Q1
The $74.6 billion Pennsylvania pension saw strong returns from U.S. equities.