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...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...
...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 California Public Employees’ Retirement System has named a former top executive at the New Zealand sovereign wealth fund to direct the largest US public pension plan’s investments following the abrupt...
...More than half of BlackRock’s $10tn in assets under management are retirement savings, including institutional pension funds, corporate defined contribution plans known as 401(k)s and individual accounts...
...(NZ Super Fund), a sovereign wealth fund owned by the New Zealand government and valued at more than $73 billion (NZD)....
...“That’s why a lot of over-65s historically invested a lot in income funds — so they can supplement their income in case of health issues.”...
...The plan is designed to alleviate pressure on a pension system that is expected to come under huge strain in the next few years as a whole generation of “baby-boomers” born in the 50s and 60s enters retirement...
...Most Gen Xers have 401k plan balances that are woefully inadequate to fund a long retirement....
...The growing reliance on illiquid assets has also introduced new challenges in terms of cash flow for defined benefit style funds, such as Calstrs and others public retirement systems, which must pay regular...
...the fund and notes from its board meeting....
...“The two new independent board candidates which Shah Capital has recommended should be nominated immediately for their wealth of relevant knowledge, experience and a proven track record,” the hedge fund...
...Related: Bond fund giant Pimco told the FT it was holding a smaller than usual position in US Treasuries and preferred the bonds of countries such as the UK and Canada. 2....
...and US fiscal and economic, and health policy....
...health treatments and clinics, according to three people familiar with discussions....
...In a bid to plug a €310mn deficit to the scheme caused by disappointing investments, inflation and the longevity of its members, the parliament last year raised the retirement age from 65 to 67 and ended...
...Funds such as the Pension Protection Fund, the UK’s £32bn-in-assets retirement scheme lifeboat, and Border to Coast Pensions Partnership, a £60bn local authority pool, are among those looking for bargains...
...Chancellor Jeremy Hunt on Saturday announced measures aimed at improving returns for millions of retirement savers by forcing pension funds to publish data comparing their performance to rivals, a requirement...
...UK pension fund values plunged by around £425bn in 2022 as bond market turmoil sparked by Liz Truss’s “mini” Budget led to forced asset selling by retirement schemes, according to a new regulatory analysis...
...And remember, while higher rates helps private credit funds through higher payments from borrowers, those funds also carry debt of their own, to amplify returns....
...Ruffer, which manages about £22bn for institutions and private clients, was in the spotlight last year over its connections with fund manager Crispin Odey, who was facing allegations of assault or harassment...
...The rising costs of retirement were underlined last week in revised estimates for the minimum annual income required for a “comfortable” or “moderate” retirement by the Pensions and Lifetime Savings Association...
...In England and Wales, however, the LGPS is divided into 86 individual funds. This is a problem....
...Most large 401k and other retirement accounts are already set up to use mutual funds, and within such accounts, there is no particular tax advantage to using an ETF....
...The Sacramento-based pension fund on Tuesday said it picked Stephen Gilmore, a former chief investment officer of the New Zealand Superannuation Fund, as the new CIO of the largest US public pension fund...
...plans or retirement account agreements, Pimco said in the filing....
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