Hints and tips:
Related Special Reports
...Led by pension funds and endowments, big investors sold 99 per cent of their private equity holdings at or below their net asset value on the secondary market last year, according to Jefferies, the most...
...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...
...Calpers’ allocation for [public] equity will go to 37 per cent of the fund and fixed income will be reduced to 28 per cent....
...the fund and notes from its board meeting....
...Drawdown funds provided by insurers and platforms, or model portfolios from wealth managers, are all vulnerable to this because they hold a mix of equities and bonds....
...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....
...The strategy has risen in prominence as these giant funds have tied up a larger and larger share of their assets in illiquid investments such as private equity, infrastructure and real estate....
...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....
...Even within equities, US asset managers say mutual funds retain significant advantages in areas such as international and small company stocks....
...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....
...Eton College — Britain’s most famous “public” school — has educated 20 prime ministers, plus more than its fair share of princes, aristocrats, murderers and traitors....
...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....
...equities, to lower risk assets including bonds....
...“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...
...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....
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...They are among the firm’s largest creditors and their unfunded retirement benefits are being paid out of the partnership’s cash flows....
International Edition