G7 Investors Unite on Global Initiatives?
Nathalie Wong and Josh Wingrove of Bloomberg report, Caisse and Ontario Teachers Unveil G-7 Investor Alliance:A pair of Canadian pension funds and Prime Minister Justin Trudeau’s government announced...
View ArticleAre Macro Gods Staging a Comeback?
Miles Johnston of the Financial Times reports, Alan Howard hedge fund gains 37% in May on market volatility:A new $2.3bn macro hedge fund run by billionaire British investor Alan Howard gained 36.7 per...
View ArticleThe Economy's Wile E. Coyote Moment?
Jeff Cox of CNBC reports, Economic growth for second quarter is on track to double 2017's full-year pace:The U.S. economy is heating up as the year progresses, with the second quarter pointing towards...
View ArticleOMERS Reviewing its Indexing Policy?
Ryan Murphy of Benefits Canada reports, OMERS looking at indexing as part of plan review:As part of a comprehensive plan review, the Ontario Municipal Employees Retirement System is looking at a number...
View ArticleCPPIB Issues Green Bonds?
Jennifer Thompson of the Financial Times reports, CPPIB to become first pension fund to issue green bond:The Canada Pension Plan Investment Board has announced plans to become the first pension fund in...
View ArticlePSP Investments Gains 9.8% in Fiscal 2018
Benefits Canada reports, PSP Investments posts 9.8 per cent return for fiscal 2018:At the end of its 2018 fiscal year, the Public Sector Pension Investment Board posted a net return of 9.8 per cent,...
View ArticleOntario's New Kid on the Block?
Rick Baert of Pensions & Investments reports, Ontario provincial manager sees progress made, more work ahead:Imagine an institutional money management startup — one seeded with about C$56 billion...
View ArticleWho's to Blame For Bumpy Markets?
Jeff Cox of CNBC reports, Trump's contradictions are swinging the stock market this year:Looking for a reason why the market's been so bumpy this year? Blame Trump. Looking for a reason why the market...
View ArticleThe Great Pension Train Wreck?
John Mauldin wrote a comment recently that caught my attention, The Pension Train Has No Seat Belts:In describing various economic train wrecks these last few weeks, I may have given the wrong...
View ArticleCalPERS Gears Up CalPERS Direct?
Arleen Jacobius of Pensions & Investments reports, CalPERS gears up for private equity portfolio changes:Private equity was a big theme at CalPERS' investment committee meeting on Monday.The $356.5...
View ArticlePrivate Equity's Diversity Problem?
Sabrina Willmer of Bloomberg reports, TPG Scolded for ‘Stunning’ Lack of Diversity by Pension Official:Jim Coulter, the billionaire co-founder of the giant private equity firm TPG, was in a Portland...
View ArticleBlackRock's Pan-European Pension Push?
Crina Boros of the Investigate Europe reports, How a US firm pushed for EU €2.1trn pension fund:The European Commission is about to create a private pension fund, worth €2.1trillion - justifying their...
View ArticleAnother Dangerous Tech Mania?
A couple of weeks ago, Kellie Ell of CNBC reported, The tech sector now is reminiscent of the 1990s dotcom bubble:Warning signs in today's tech sector are reminiscent of the dotcom boom of the late...
View ArticleOTPP and IMCO Beef Up Senior Ranks?
Rick Baert of Pensions & Investments reports, Ontario Teachers picks new CIO:Ziad Hindo was named chief investment officer of the C$189.5 billion ($142.7 billion) Ontario Teachers' Pension Plan,...
View ArticleIs Your Pension Cyber-Secure?
The Canadian Jewish News reports, Fund invests $30 million in Israeli cybersecurity firm:Claridge Israel, an investment firm founded by Stephen Bronfman and the Quebec Deposit and Investment Fund, is...
View ArticleOPTrust vs BCI on Climate Change?
Benefits Canada reports, OPTrust sets out climate change action plan:The OPSEU Pension Trust is setting out a climate change action plan, including eight areas of focus that aim to make the pension...
View ArticleJawboning the Fed?
Greg Robb of MarketWatch reports, It’s been decades since the White House has warned the Fed the way Kudlow just did:It has been a long time —the early 1990s in fact— since a White House tried to...
View ArticlePension Funds Taking Aim at Private Equity?
Heather Perlberg, Sabrina Willmer, and John Gittelsohn of Bloomberg report, Buyout Firms’ Profit-Goosing Scheme Spurs Backlash From Clients:Pension funds are taking aim at private equity firms for...
View ArticlePSP Upping the Dosage of Private Equity?
Benefits Canada reports, PSP part of consortium taking majority share in Italian pharmaceuticals group:The Public Sector Pension Investment Board is joining a consortium of investors to purchase the...
View ArticleUS Corporations Behind Rally in Treasurys?
Ben Eisen and Daniel Kruger of the Wall Street Journal report, Tax Wrinkle Spurs Pension Funds to Buy More Treasurys:U.S. companies are funneling extra money into their pension funds to take advantage...
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