Institutional Investors Encourage Corporate Board Diversity
February 28, 2013 (PLANSPONSOR.com) – Institutional Investors have filed shareholders’ resolutions with 20 companies with no women on their boards...
Administration
Smoothing May Distort Financial Picture for DBs
February 27, 2013 (PLANSPONSOR.com) – Understanding the financial status of a defined benefit (DB) plan requires understanding how smoothing methods...
Multiemployer Plan Health Declined in 2012
February 27, 2013 (PLANSPONSOR.com) – Segal’s Survey of Plans’ 2012 Zone Status indicates overall multiemployer pension plan health declined in 2012.
Calif. Controller Calls for Prefunding OPEB
February 26, 2013 (PLANSPONSOR.com) – A report shows the unfunded actuarial accrued liability of providing other postemployment benefits (OPEB) for state retirees is projected to be $63.84 billion...
New Mexico Recovers $24M for Pensions
February 25, 2013 (PLANSPONSOR.com) – The New Mexico State Investment Council (NMSIC) has recovered more than $24 million as part...
Social Media a Financial Education Source for Many
February 22, 2013 (PLANSPONSOR.com) – One-quarter (26%) of U.S. adults use social media for personal finance and investing purposes, according to Cogent research.
2013 Brings Investment Opportunities—and Risks
February 20, 2013 (PLANSPONSOR.com) –Institutional investors should have one eye on the opportunities that could arise from a tentative economic...
Fund Managers More Optimistic About Equities
February 19, 2013 (PLANSPONSOR.com) – Fund managers have turned more optimistic about the prospects for equity returns while remaining...
Health Care Organizations Need to Adjust Investments
February 15, 2013 (PLANSPONSOR.com) – Health care organizations should adopt a more diversified endowment model, reducing the heavy bond and cash allocations that dominate their investable asset pools.
Pension Risk Transfer Attractiveness Improves
February 14, 2013 (PLANSPONSOR.com) – As of February 1, 2013, the Dietrich Pension Risk Transfer Index increased from its prior month level of 84.92 to 86.71.
Alternatives Continue to Attract Institutional Assets
February 13, 2013 (PLANSPONSOR.com) – Institutional investors continue to diversify their investment portfolios into alternative assets, according to Towers Watson.
DB Lump-Sum Offerings Will Continue in 2013
February 13, 2013 (PLANSPONSOR.com) – More employers plan to decrease their pension risk exposure by offering participants a one-time, lump-sum pension payout in 2013.
Institutions Increasingly Considering Outsourced CIO
February 12, 2013 (PLANSPONSOR.com) – A growing number of small and midsized U.S. institutions are considering outsourcing discretionary control of...
Adviser to Detroit Pensions Guilty in Pay-to-Play Scheme
February 11, 2013 (PLANSPONSOR.com) – A former investment adviser to the two City of Detroit pension funds pleaded guilty to...
Master Trusts End 2012 on Positive Note
February 11, 2013 (PLANSPONSOR.com) – The median return of the BNY Mellon U.S. Master Trust Universe was 1.95% for the fourth quarter of 2012.
Conn. Moves to Shore Up OPEB Assets
February 8, 2013 (PLANSPONSOR.com) – The Connecticut State Treasurer announced that $87 million set aside to fund the Other Post-Employment Benefits (OPEB) Trust Fund has been included among...
School Endowments Post Poor Returns in 2012
February 8, 2013 (PLANSPONSOR.com) – Data gathered from 831 U.S. colleges and universities show their endowments returned an average of...
Target Maturity Funds Outperformed Indexes in Q412
February 7, 2013 (PLANSPONSOR.com) – Target maturity funds continue to see total assets climb to all-time highs.
2013 Pension Funded Status: What to Expect
February 6, 2013 (PLANSPONSOR.com) – If equities perform well this year, credit spreads could tighten and threaten the funded status of pensions again.
Pension Plans Unlikely to Achieve Return Targets
February 6, 2013 (PLANSPONSOR.com) – Pension plans and other institutions are not expected to achieve their target returns of 7%...