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...Public pension funds in North America allocated an average of 11 per cent of their assets to private equity last year, up from 8 per cent three years ago, according to Preqin, a financial data provider....
...He said the sector needs to “bring to bear” broader forms of insurance capital including from pension funds and sovereign wealth funds through a growing insurance-linked securities market....
...The finance ministry forecasts the size of the fund to reach €200bn by the mid-2030s and returns on investments will enable distributions of €10bn a year to the statutory pension fund from 2036....
...BlackRock’s LifePath Paycheck, which rolls out in April, also combines target date funds with annuities, but the guaranteed payments can start sooner, allowing participants to keep the rest of their pension...
...The average top 200 US corporate pension fund now has 105 per cent of the assets needed to fund its benefits, the highest ratio in 15 years, according to BlackRock, which has urged its corporate pension...
...Any pension fund passed on at death falls outside the total assessed for inheritance tax....
...The pension system, in which workers pay into individual accounts managed exclusively by private investment funds, forms the backbone of capital markets that have helped the country become one of Latin America...
...The regulation also discourages investments in alternative assets, which is ill-conceived considering the long-term horizon of pension funds’ portfolios....
...Charles said the firm’s recent fundraising was a sign of strong appetite among institutional investors, including insurers, pensions funds and family offices, to put money into the sector....
...Among larger investors, Swedish pension funds have long owned domestic equities....
...Private equity executives need to “share the wealth” they create with workers at the companies they buy, according to the investment head of Calstrs, the giant US pension fund that is one of the world’s...
...The Pension Protection Fund’s Purple Book — the UK’s almanack of private sector defined benefit pensions — dropped on Wednesday....
...But he added that it would not be right for pension funds to simply invest in home markets due to ministerial pressure....
...The reason was the combining of my two employee pensions into a self-managed fund last year. This muddied historical comparisons. Hence the focus on headline returns in my quarterly reviews....
...Ailman’s departure means two of the biggest pension plans in the US are searching for new investment chiefs....
...More deals are expected as pensions and sovereign wealth funds increasingly favour one-stop shops....
...the inheritance tax advantages of pensions — you will need to spend the money)....
...Mutual funds got another boost in the 1980s, as big companies started shifting away from defined benefit pensions....
...EQT historically has invested in mid and large sized companies across Europe and North America in the healthcare, technology and services sectors....
...The $13.3bn in withdrawals includes last week’s announcement by the Texas Permanent School Fund that it would pull $8.5bn at the end of April, the largest removal to date by Republican-run pension funds....
...Glenn Hegar, the state’s Republican comptroller, went further in late 2022 when he named 10 firms and more than 300 funds targeted for divestment by Texas pension funds and other state endowments such as...
...Wall Street’s blue-chip S&P 500 index captured its highest share of global equity exchange traded fund flows for at least a decade last year, as the rise of the so-called Magnificent Seven reshaped benchmarks...
...America will lose what makes it America,” he wrote....
...Traditional pensions and endowments have broadly been tapped at scale....
...Mark Swindell, chief executive of rosco Rock Rail, said the industry had brought billions of pounds of pension fund and other institutional investors’ money into the railway industry....
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