Tag: Private equity

New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.

Street Corporation will work with Fidelity National Information Services (FIS) to distribute its GX Private Equity Index (PEI).

Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

If the pension plans included in the study, sponsored by NAREIT, had reversed their REIT and hedge fund allocations over the 1998 through 2014 period, at the end of 2014, they would have had plan asset balances that were 2% larger, the study report suggests.

This week Northern Trust announced enhancements to services for private equity investment clients, while Franklin Templeton expanded multi-asset solutions capability with new open architecture offering. 

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment trust series; and more.

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

The lawsuit also hints that certain “best practices,” in part, resulted in many participants being improperly invested.

Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.

John Hancock Investments is seeing defined contribution (DC) retirement plan clients add alternative mutual funds to their menu of investment options at a rapid pace.

Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Principal Enterprise Capital LLC hired David Gottschall as managing director and Emily Slovitt as investment manager.

Using broader and deeper analytics, Northern Trust has enhanced its ex-ante – or ‘forward looking’ – investment risk-reporting capabilities.

What happens on the first day of retirement? Prudential Financial Inc. shines a light on participant stories with the Day One target-date funds (TDFs).

The Securities and Exchange Commission (SEC) charged two investment advisers at Oppenheimer & Co. with misleading investors about the valuation policies and performance of a fund.