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...One example is the $137bn New York State Teachers’ Retirement System, which sold 34 private equity holdings with $3.5bn in total commitments on the secondary market at the end of last year....
...College endowments with more than $5bn in assets reported an average return of 2.8 per cent in the year to June 2023, according to the National Association of College and University Business Officers....
...British retirement funds hold more than £1tn in assets on behalf of tens of millions of savers but they have come under fire from policymakers and City asset managers for allocating more cash to global equity...
...Retirement-focused investors have poured more than $20bn into US exchange traded funds that cap gains but limit losses over the past two years, posing a competitive challenge to established offerings from...
...The bet investors make, then, is that the extra return from the leverage will outweigh the private equity funds’ fees....
...the fund and notes from its board meeting....
...If the drawdown fund or portfolio sells across both of the investment classes every month, you’re always selling equities and bonds to make the income payments....
...Which is why I do lie awake worrying about my retirement portfolio — even on honeymoon last week (we have been married eight months already) — in particular my overweight position in Asian equities and my...
...Last year, the firm committed to offering equity-sharing programmes to all employees in the takeover deals coming from its $19bn North American private equity fund and in all future funds in the region....
...That is particularly the case for real estate funds, but it is also seen in private debt and private equity portfolios....
...Calstrs, formally the California State Teachers’ Retirement System, has for six years in a row put more money into private equity than it has received back, according to filings....
...According to data from investment platform Hargreaves Lansdown, funds such as Fundsmith Equity, Lindsell Train Global Equity and Rathbone Global Opportunities — growth-focused actively managed funds — featured...
...Concord, which is controlled by investor Alchemy Copyrights and is ultimately majority owned by US pension fund Michigan Retirement, has been an acquirer of music rights and companies....
...The headwinds for mutual funds have also been much stronger in equities than in other types of assets....
...I view my own stocks and shares Isa as a flexible retirement fund which I’m hoping to leave invested for decades to come....
...Any discussion about how to attract more investment into UK infrastructure, start-ups or equities now involves Britons’ retirement savings....
...Of those pension assets, 98 per cent are held in “Target Return Funds” — hedge funds — rather than long dated index-linked bonds to match pension payments....
...Britain’s £1.4tn DB retirement system serves about 10mn retired and current private-sector employees....
...Private equity stakes unloaded at a discount as investors seek exits Pension funds may be starting to find that their private equity gold rush has some strings attached....
...The study assumes that the hypothetical couple saves 10 per cent of gross income, and then starts off draining 4 per cent of those funds a year at retirement....
...“People in London and the south would do so at a slightly earlier stage in life, because there’s more equity to be unlocked,” said Cook....
...The company’s fund managers have taken a bearish view of equity markets, taking a defensive stance with investments in long-dated, inflation-linked bonds, while betting against growth stocks through short...
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...GT has calculated a net present value for the retirement payments every former partner is owed....
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