In The News

In The News
Forensic Investigation Of Ohio Teachers’ Pension Reveals Widespread Failures And Mismanagement

Earlier this month, the forensic investigation of the $90 billion-plus State Teachers Retirement System of Ohio, commissioned by the Ohio Retired Teachers Association and performed by my firm, was completed.

06.30.21
In The News
Tennessee's State Pension System Among The Nation's Most Sound

Tennessee has the healthiest state public pension system in the country based on the amount of unfunded liability per capita.

06.30.21
In The News
Record Partners With UBS On Emerging Market Fund

The Record Emerging Market Sustainable Finance Fund size at launch would be around $750 million.

06.29.21
In The News
Fidante Launches EM Fund Manager

Former Platinum Asia portfolio manager Dr Joseph Lai will lead Ox Capital Management, which aims to launch a long-only and a long-short EM equity fund later this year.

06.29.21
In The News
Ex-Head Of Canada’s Largest Pension Fund Joins Singapore VC Firm

Former head of the Canadian Pension Plan Investment Board joins a Singapore-based venture capital group and plays his first role after leaving the fund after deciding to fly to the Middle East to get the Covid-19 vaccine.

06.29.21
In The News
For Beleaguered Pension Fund, Mixed Messages From A $400,000 Consultant

Even before a failed effort to oust leaders of Pennsylvania’s giant PSERS pension fund showed a deep split on the plan’s board, the panel was fracturing.

06.29.21
In The News
Beware Of ‘ESG Bubble,’ Warns Ex-Chair Of World’s Biggest Pension Fund

The former head of the board of governors at the worlds largest pension fund said that Japanese fund needs to consider how much ESG assets contribute to returns.

06.29.21
In The News
CI Financial Continues To Feast On Blind Squirrels' Membership Like A Cache Of Stored Nuts

The Toronto serial acquirer is adding study group member Radnor Financial Advisors’ $2.6 billion to the bigger haul from Balasa Dinverno, RGT and Brightworth.

06.29.21
In The News
Taurus Private Markets Raises $112 Million Debut Private Equity Fund

The fund secured capital commitments from a diversified investor base including public pension plans, Taft Hartley plans, and family offices.

06.29.21
In The News
The New Math Of Socially Responsible Investing

Investors are putting a lot more money into ESG funds. They also expect a lot more in return.

06.28.21