Asset Allocation
San Diego County Pension Returns 9.6% in Fiscal 2023
SDCERA edges its benchmark by 20 basis points while raising its asset value to nearly $15.9 billion.
Tag: Returns
Asset Allocation
Academic Endowments Post Sluggish Returns for Fiscal 2023
Yale, Stanford, Bowdoin and Duke's funds trail previous showings amid a rough year.
Asset Allocation
Equity Gains Buoy Ohio School Employees’ 7.4% Return in Fiscal 2023
The School Employees Retirement System of Ohio topped its benchmark and raised its asset value to $17.8 billion.
Market Moves
Institutions Log Second Consecutive Quarter of Positive Returns
After a punishing 2022 ended on a slight upswing, allocators posted a 4.1% increase in this year’s first period, per a Northern Trust study.
Asset Allocation
Korean National Pension Fund Loses More Than 8% in 2022
Despite downturn, the $684.5 billion fund’s losses were offset by an increased allocation to alts.
Asset Allocation
Penn, Dartmouth, University of Minnesota Endowments Swing to a Loss in 2022
Investment portfolios see sharp reversal from last year’s record returns.
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
Newsmakers
San Diego’s Pension Payments Will Decrease by Over $30 Million
The city’s plan is on track to achieve full funded status by 2033.
Risk
$150 Billion Danish Pension Fund Decides to Increase Risk
The fund is the largest of its kind in Denmark.
Regulation
DOL Warns Retirement Plans to Be Cautious About PE Investments
The Department of Labor is concerned fiduciaries will misinterpret its earlier June 2020 letter.
Newsmakers
CalSTRS Expected to Hit Full Funding Five Years Ahead of Schedule
This year’s returns were great, but the pension has been struggling with its funded level for two decades.
Brown Leads Ivies for Third Year in a Row, as Columbia, Harvard Lag Behind
Endowment investment returns range from 32.3% to 51.5% for the fiscal year ending June 30.
Corporate Moves
Do Last Year’s Historic Fund Performances Help or Hinder a CIO’s Career?
Recruiters and consultants weigh in on what they’re seeing.
Alternatives
How Nashville and Davidson County Pension System Got 115% Funded
CIO Fadi BouSamra expects to add two more venture capital funds by the end of the year.
Alternatives
How Endowments and Foundations Can Energize Flagging Returns
A better assessment of risk and active management can turn things around, says a report from NACUBO and Nuveen.