November 2024
22Nov

Global Investor Insights Survey: Pension funds results

By Schroders The Schroders Global Investor Insights Survey analyses the investment perspectives of global financial professionals on a range of topics including macro themes, sustainability and public and private markets. The respondents represent a spectrum of institutions, including pension funds which are the focus of this report.​ The field work was carried out by CoreData Research via an extensive global survey during June–July 2024. The 420 pension fund respondents were split as follows: 28% Corporate DB, 14% Corporate DC, 13% Corporate Hybrid...

November 22, 2024
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22Nov

US. Public pension funding ratios drop in October, first dip since April — Milliman

The overall estimated funding ratio of the 100 largest U.S. public pension plans fell in October, the first such decline since April, according to the Milliman 100 Public Pension Funding index. The drop in the funding ratio to 81.2% as of Oct. 31 from the estimate of 82.8% as of Sept. 30 was primarily the result of negative investment returns. It was the first decline after five straight months of increases due to strong market returns. Before that streak had begin,...

November 22, 2024
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21Nov

US. Soaring Corporate Pensions Boost Retirement Security

Corporate pensions in the United States have been experiencing their strongest performance in over a decade. According to data from Aon, pension plan funding has consistently improved since the Great Recession. As of September 21, the pension-funded ratios of public companies on the stock index averaged 102%, signifying that pension funding had reached its highest point since late 2011, when the ratio was approximately 78%. A funded ratio is used to assess the health of a pension plan by...

November 21, 2024
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20Nov

‘Golden Girls’ no more: How America’s concept of old age became outdated

The idea of retirement is losing its luster The stereotype of retirement as a time to play golf, travel and relax is a relatively new concept in American history. But by now, even that idea is outdated as more older adults work longer and grapple with the need for purpose in their older years. Also, with people living longer and healthier, there may be several chapters in their lives to pursue different jobs, vocations and hobbies. In the new book, "Golden...

November 20, 2024
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19Nov

EEUU. El Fondo de Pensiones de la Ciudad de Nueva York (NYCERS) se suma a la alianza de propietarios de activos con emisiones netas cero de 9.5 billones de dólares

NYCERS se compromete con la Alianza de Propietarios de Activos Net-Zero de la ONU, alineándose con los esfuerzos globales para lograr emisiones netas cero para 2050. Fortalece su estrategia de inversión sostenible, reforzando el liderazgo en la mitigación del riesgo climático. Colabora con inversores que gestionan 9.5 billones de dólares, amplificando el impacto en las iniciativas climáticas globales. El Sistema de Jubilación de los Empleados de la Ciudad de Nueva York (Los neoyorquinos) se ha unido a la Net-Zero...

November 19, 2024
Noticias,
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19Nov

US. Strategic insights from pension funds – Global Investor Insights Survey

The Schroders Global Investor Insights Survey highlights pivotal shifts in pension fund investment strategies across US$13 trillion in assets. Nearly all respondents (94%) are either invested in or moving into private markets especially in areas like private debt, private equity, and renewable infrastructure – as pension funds seek long-term opportunities aligned with the energy transition and technological innovation. Indeed, the energy transition is a top priority for pension funds worldwide, with 93% of respondents already investing or planning to soon. The demand for...

November 19, 2024
News, Uncategorized,
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19Nov

N.Y. State Common Retirement Fund makes $4.6 billion in alternative investment commitments

The New York State Common Retirement Fund, Albany, has made 15 commitments totaling $4.6 billion to alternative investments, according to a notice posted on the website of Thomas P. DiNapoli, the state comptroller and sole trustee of the $267.7 billion pension fund. All commitments were made in September. The pension fund made five opportunistic absolute return strategy commitments for a total of $1.8 billion. The commitments are: TPG Solutions (A), managed by TPG Capital, for $500 million. This fund “invests exclusively”...

November 19, 2024
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15Nov

US. October Sees Gain in Corporate Pension Funded Status

An increase in discount rates helped corporate pensions by offsetting both a decline in asset values and weak investment returns. The funded ratios of corporate pension plans in the U.S. mostly improved in October, according to numerous trackers, continuing a near-perfect streak of month-over-month funded status improvement for more than a year. Despite weaker investment returns, most trackers found that declines in asset values were offset by increases in the discount rates used to value pension liabilities. According to Mercer,...

November 15, 2024
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14Nov

Four Questions to Narrow the Field of Retirement Income Solutions

The ranks of retirement income solutions are already impressive and continue to grow as participants’ needs evolve and providers innovate. It may seem like a tall task for defined contribution (DC) plan sponsors to home in on the solutions that warrant a closer look—even as the growing demand for lifetime income adds urgency to the effort. We think working through four critical questions, which address aspects such as the location, income certainty and accessibility of solutions, can help bring the...

November 14, 2024
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12Nov

US. Why do workers yearn for defined-benefit pension plans?

A closer look at the Boeing negotiations only makes the question more puzzling Boeing Co. unionized workers recently voted to accept the aerospace company's third contract offer and end their strike. The agreement does not include reopening the Boeing (BA) defined-benefit pension plan, which was cited as the major reason that the union rejected the second offer. Even though the strike is over, I find the fact that reopening the pension plan played such a prominent role in the negotiations really...

November 12, 2024
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