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The Elusive Search For Alpha?
Svea Herbst-Bayliss and Lawrence Delevingne of Reuters report, Some hedge funds post mega-gains, brighten industry gloom:Hedge funds have suffered a steady drumbeat of bad news this year: poor...
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Canada's New Masters of the Universe?
Theresa Tedesco and Barbara Shecter of the National Post report, Inside the risky strategy that made Canada’s biggest pension plans the new ‘masters of the universe’:They are among the world’s most...
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The Future of Retirement Plans?
Lee Barney of Plan Sponsor reports, A Pension Plan That Makes No Promises (h/t, Suzanne Bishopric):Variable benefit plans are a type of defined benefit (DB) plan that have been around for decades,...
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Liberals Attack on Public Pensions?
The Public Service Alliance of Canada (PSAC) put out a press release, Liberal bill an attack on pensions:The Liberal government is following the Conservatives’ lead by introducing legislation that will...
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Harvard's 'Lazy, Fat, Stupid' Endowment?
Michael McDonald of Bloomberg reports, Harvard Called ‘Lazy, Fat, Stupid’ in Endowment Report Last Year (h/t, Johnny Quigley): Harvard University’s money managers collected tens of millions in bonuses...
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Lessons For Harvard's Endowment?
Nicholas A. Vardy, Chief Investment Officer at Global Guru Capital, wrote a comment for MarketWatch, How one man in Nevada is trouncing the Harvard endowment:This past weekend, I attended a gala...
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PSP Seeds European Credit Hedge Fund?
Kirk Falcomer of the PE Hub Network reports, PSP Investments commits €500 mln to European credit platform (added emphasis is mine):Canada’s Public Sector Pension Investment Board (PSP Investments) has...
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ATP Bucking the Hedge Fund Trend?
Peter Levring of Bloomberg reports, Hedge Funds Haven’t Lost Appeal for Biggest Danish Pension Fund:As a number of prominent pension funds stop using external managers they say charge too much in...
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Pensions Lukewarm on Canadian Infrastructure?
Jacqueline Nelson of the Globe and Mail reports, CPPIB head cautious on Canadian infrastructure: The head of Canada Pension Plan Investment Board is taking a cautious approach to infrastructure...
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America's Brexit or Biotech Moment?
Patti Domm of CNBC reports, Jobs growth expected to be better, but Trump, Clinton could weigh on market:October's jobs report showed a gain of 161,000 jobs in October, and while it won't have an...
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Till Death Do Us Part?
Ben Steverman of Bloomberg reports, Americans Are Dying Faster. Millennials, Too:Death awaits all of us, but how patiently? To unlock the mystery of when we’re going to die, start with an...
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Canada's New Infrastructure Boss?
Robert Benzie of the Toronto Star reports, Infrastructure Ontario to get new boss after CEO moves to public pension corporation:The head of Infrastructure Ontario (IO) has quietly left the government...
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Ontario's New Pension Leader?
Robert Benzie of the Toronto Star reports, Infrastructure Ontario to get new boss after CEO moves to public pension corporation:The head of Infrastructure Ontario (IO) has quietly left the government...
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Will Pensions Make America Great Again?
Everett Rosenfeld of CNBC reports, Donald Trump wins the presidency, hails 'beautiful and important' win:Donald John Trump will be the 45th president of the United States, capping a historic and...
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Sell The Trump Rally?
Sam Ro of Yahoo Finance reports, How Wall Street is trying to make sense of the stunning stock market rally:Stock prices crashed as it became clear that Donald Trump would be elected the next President...
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Is Trump Bullish For Emerging Markets?
Oliver Fratzscher, founder of EM Leaders, posted an interesting comment on LinkedIn, Trump Going to China? (added emphasis is mine):President-elect Trump may plan his first foreign visit to China, 45...
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The Global Pension Storm?
Timothy W. Martin, Georgi Kantchev and Kosaku Narioka of the Wall Street Journal report, Era of Low Interest Rates Hammers Millions of Pensions Around World (h/t Ken Akoundi, Investor DNA):Central...
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Canada Courts Big Funds on Infrastructure?
Bill Curry and Jacqueline Nelson of the Globe and Mail report, Trudeau touts Canada as safe option for infrastructure investment:Justin Trudeau is billing Canada as a stable option for international...
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Prince of Bridgewater in Montreal?
Bob Prince, co-CIO of Bridgewater Associates, was in Montreal last night to discuss macro trends and Bridgewater's culture with Roland Lescure, CIO of the Caisse, at a CFA Montreal event. Before I get...
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CalSTRS Sets Standard on Fee Disclosure?
Robin Respaut of Reuters reports, CalSTRS calculates total fees in likely first for public pension:The California State Teachers' Retirement System announced on Wednesday that it had calculated the...
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