Asset Allocation
Institutional Investors to Reduce Real Estate Investments in 2020
Pension funds, endowments, foundations plan to cut property commitments by 11%.
Tag: Survey
Alternatives
Most Institutional Investors Are Sticking to Their Private Market Allocations During the Pandemic
A survey by Eaton Partners concludes many institutional investors are keeping their allocations to private assets the same or increasing them.
Coronavirus - COVID-19
Europeans Worry About Financial Future in Low Interest Rate Environment
A joint research paper concludes Europeans are most worried about their ability to save for retirement.
Pensions
Canadian DB Plans Rebound in 2019, Return 14%
Strong comeback from 2018 losses provides second-highest return in 10 years.
Market Moves
Plan Sponsors See Recession in Three Years, Lower Targets
NEPC survey finds LDI investors have better-funded plans.
Negative Sentiment Toward Private Equity Firms’ ‘Predatory’ Behaviors Impacting Investors
Mounting criticism from high-profile political figures is influencing thinking.
Endowments and Foundations Sticking It Out with China
Despite volatility, long-term institutional investors see no reason to change strategy, NEPC study says.
CIO’s Transition Management, LDI Surveys Extended
Surveys to remain open until Sept. 20.
Respond to CIO’s Transition Management Survey Today
Survey tracks best practices and vendor experience/capabilities.
Research
Endowments Increasingly Dour About Economy
Survey finds number of foundations fearing slowdown has tripled.
CFOs Are Optimistic about the Near-Term Future, Survey Says
In Deloitte poll, some 58% say now is a good time to take risks.
Standards and Professionalism Outrank Returns in Trust-Based Survey
Surveyed investors prefer advice from human interaction versus AI, whereas tech is preferred as strategy tool.
Survey: Fewer Expect to Rely on Employers for Financial Security
Respondents also said they prefer a better benefits package over a larger salary.
Natixis: Institutional Investors Shrug Off Volatility, Eye Active Management in 2018
59% of investors believe that the significant asset flows into passive products is suppressing market volatility.
NEPC: Overfunded DB Plans Rise 10%
Survey finds 19% of defined benefit plans have a funded status higher than 101%.