Asset Allocation
UK Pension Plans Lag Behind in Climate Change Plans
The availability of climate-related data can be a significant issue for trustees.
Tag: plan
Opinion
Pension Funds Should Report Performance on a Monthly Basis, Markov Says
An analysis of portfolios using a returns-based lens would help some funds improve transparency, the investment researcher advises.
How Allocators Are Honing Asset Strategies, Amid a Problematical Future
Many institutional investors have positioned their funds to generate returns, while others are girding for further volatility.
How Asset Allocators Are Planning Life Back in the Office
It involves apps for contact tracing, National Guard soldiers stationed at the front doors, office team rotations, and hand sanitizer stations.
Asset Management Culture
Exclusive: Oklahoma Police Pension Employees Return to Office
Staff members will follow sanitation and social distancing protocols required by the state, the executive director said.
Opinion
Op-Ed: U.S. Public Pension Underfunding—Don’t Make the Same Mistake Thrice
As some lawmakers suggest states consider declaring bankruptcy, governments will be tempted to cut back on pension contributions. Amundi Pioneer senior adviser Charles E.F. Millard urges them not to do so.
Coronavirus - COVID-19
Corporate Pension Plans Drop to Lowest Level in 8 Years
The 79% funded status in the first quarter, an eight-point drop from last year, is the smallest since 2012.
Pensions
Multiemployer Pension Funding Reaches Pre-Financial Crisis Levels
Double-digit asset gains boost aggregate funded ratio to 85% in 2019.
Pensions
Tumbling Discount Rates Eat Away at Funded Ratios
Despite $14 billion investment gain in January, falling rates cause US corporate pension deficits to balloon.
Asset Allocation
Canadian Defined Benefit Plans Return 13.6% in 2019
End-of-year equities rally boosts returns for pension plan portfolios.
Regulation
Canadian Defined Benefit Plans Surge at End of 2019
Rising bond yields, strong asset returns bring funded ratio to near all-time high.