Experts at the Best of PSNC 2018 event in Boston reviewed plan sponsors’ use of different fund types and fee structures, offering up tips for better analysis of...
They are focused on reducing risk, which Connecticut State Treasurer Denise L. Nappier says is a priority for institutional investors who have a fiduciary obligation to invest pension...
Fifty-five percent of U.S. investors have their global equity allocation in active, alpha-seeking strategies, and the planned allocation to these strategies in three years is 61%, research found.
J.P. Morgan anticipates labor supply constraints in developed countries starting in the next decade; while global growth expectations are modestly good, the firm urges policymakers to consider the...
Corporate ERISA plans, at 1.9%, trailed behind other institutional investors due to their allocation towards longer duration fixed income. Despite this lag, Northern Trust overall marks the performances...
Continuing a trend that began in 2012, criteria related to climate change and carbon emissions remained the most important environmental issue for U.S. institutional investors.
ICI created a prototype of a recommended summary shareholder report, tested it, and found the majority of investors agreed that the more concise document made it easier to...
There is still not very much discussion in the U.S. about fixed-income investments pursuing ESG themes, according to BlueBay Asset Management’s My-Linh Ngo, but there are some compelling...
A new white paper offers a few important warnings for institutions thinking about using ETFs and trying to understand ETF liquidity relative to other investment vehicles.
A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha and risk mitigation, and more institutional investors overall...