China-friendly firms manage public pension funds
Mississippi and Connecticut retain investment advisers friendly to Chinese military-linked holdings to manage international assets in their public pension funds, public records show.The exact ...
Pensions
Research and Policy Center 10 Most Popular Articles of 2023
“Future State of the Investment Industry” resonates. CFA Institute launched its Research and Policy Center (RPC) this year to be a positive influencing force in the global ...
Research and Policy Center Five Most Popular Articles of 2023: Capital Markets
The “Mercer CFA Institute Global Pension Index 2023” takes the top spot. The CFA Institute Research and Policy Center (RPC) focuses on four forward-looking research themes to ...
Plan Sponsor Priorities for 2024: A Seven-Item Checklist
Defined contribution (DC) plans are among the most common ways for US workers to save for retirement. US DC plan programs totaled $9.6 trillion in assets as of the third quarter of ...
Rethinking the Institutional Mandate: A Compilation from Enterprising Investor
Institutional investors are operating in an environment where traditional approaches are under strain and long-held assumptions no longer hold. Yet within these challenges lies an ...
Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives
Public pension funds allocate on average 30% of their assets to expensive alternative investments and as a result have underperformed passive index benchmarks by 1.2% per year since ...
Aging Populations Demand Urgent Pension Reforms: Are We Prepared?
The world is aging at a much faster rate than we previously anticipated, even 10 years ago. Following the pandemic, life expectancies are continuing to rise around the world. That ...
Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions
Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes with a hidden cost that can significantly impact returns. Predictable rebalancing ...
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