In The News
Why Pension Bonds Are Creeping Back Into The Conversation

Proponents say the timing is right, while critics summon up memories of Blago’s misbegotten POB.

10.19.20
In The News
Think tank Calls For New York City To Overhaul Its Pension System

Manhattan Institute recommendations include paring back “unusually generous” benefits and transitioning new employees toward a defined-contribution system.

10.19.20
In The News
Does Government Legislation Favour DB Pensions Over DC Plans?

Looking back at all of the pension legislation stories we’ve written up during the coronavirus pandemic, I’ve noticed federal and provincial governments definitely favoured defined benefit plans over defined contribution plans in their various temporary regulations.

10.19.20
In The News
Next Generation Of Investors May Be Willing To Sacrifice Some Returns For Social Responsibility: Wealth Managers Should Take Note

A new more left leaning administration could help drive an uptick in demand for ESG investment products.

10.19.20
In The News
Market Volatility Drives Negative Return On NU Foundation Endowment

Although it reported broad support that drove fundraising to $320 million last year, the University of Nebraska Foundation reported a net loss on its main $1.3 billion endowment.

10.16.20
In The News
Billionaire Robert Smith Admits Evading Taxes For Years

Billionaire Robert F. Smith has been hailed as a brilliant investor who built Vista Equity Partners into a private equity powerhouse and a generous philanthropist lauded for paying off the student debt of Morehouse College’s entire graduating class last year.

10.16.20
In The News
State Of Luzerne County Employee Pension Fund Discussed

Luzerne County’s employee pension fund has largely bounced back from a first-quarter coronavirus blow, the adviser reported at Thursday’s virtual county Retirement Board meeting.

10.16.20
Daily Feed
Northwest County Selects Investment Advisor

A county in the Northwest will renew its contract with its current investment advisor.

10.16.20
Searches And Hires
California Sanitation Plans Seek Investment Advisor

Two California sanitation districts are seeking an investment advisor to handle their $620 million in assets.

10.16.20
In The News
Better Stock Selection Boosted ESG Funds, Research Suggests

Nine of the 10 largest sustainable ETFs and mutual funds outperformed in H1.

10.16.20