Pensions and Retirement

Dismayed by managers that last year locked up, gated, froze or otherwise restricted redemptions, institutional investors are actively investigating moves into hedge investment vehicles that guarantee…

Top-performing equity managers
Large-cap strategies and those focusing on value and blend styles dominated the top 10 equity portfolios in Morningstar Inc.’s Separate Account/Collective Investment Trust database.

Volatility forces new currency strategies
Currency managers are adding strategies and tweaking their systematic models after currency volatility hit historic heights in 2008.

New twist on annuities in 401(k)s
Several money managers are scrambling to design investment options embedded with annuities or income guarantees in what they hope will be the next major evolution in defined contribution plans.

Cadbury’s pension issues may leave suitors with a bad taste
Any potential suitor pursuing Cadbury PLC will also inherit a heavy pension burden along with the British chocolate empire.

Managers to pick up the check?
Money managers could be forced for the first time to pay for oversight by the Securities and Exchange Commission under legislation expected to be considered by the House Financial Services Committee…

Quotable quotes
U.S. policymakers and sovereign wealth funds debate the ownership of foreign assets by state-owned entities.

Private equity exits, values expected to keep falling
The number and value of European private equity exits fell dramatically in 2008 and further declines are expected this year because of tough market conditions, according to a study published by…

No celebrating in painful year
Fidelity had the most internally managed active domestic equity assets for U.S.

Tough year for top players
The world’s largest 300 retirement funds shrank 12.6% in 2008 to $10.4 trillion, according to the annual survey conducted by Pensions and Investments and Watson Wyatt Worldwide.

Comments are closed.