Pension funds

Dutch pension fund PFZW has dropped a $17 billion mandate with BlackRock, citing concerns over climate risk and sustainable investing priorities.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

"It would be irresponsible for us to ignore factors that can fundamentally impact the long-term viability of investments," said CalPERS interim Chief Investment Officer Dan Bienvenue of climate risks.

Nationwide found that women struggle to understand what to do with their savings once they hit retirement.

A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.

Ben Meng’s downfall raises questions about who would succeed him in a job that attracts so much unwelcome attention, not to mention navigate a pandemic.

The framework provides asset managers with a set of recommended actions, metrics and methodologies to help them meet the “net-zero emissions” goal by 2050.

The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.

The S&P CoreLogic Case-Shiller home price index hasn't yet reflected the impact of the coronavirus, but an independent market maker has some thoughts on how it might.

The fund ditched its tail-risk protection weeks before the coronavirus sent stocks into a tailspin, according to people familiar with its decision.

“We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.

Managers of the funds became increasingly involved with private debt last year; boosting their median allocation to 2.9% from 2.1%, data show.

In two weeks since the Tiburon Conference, there have more than $2.7 billion withdrawals from Fisher Investments.

The asset managers and a U.S. family office collectively bought a 14.4% position in the company ahead of its IPO, a person familiar with the matter says.

Asset managers are increasingly seeking new sources of returns as more than a quarter of investment grade bonds experience negative yields.

If reached, the deal would precede a potential IPO of the $52 billion firm, which oversees asset allocations of domestic and offshore pension funds.

Unfortunately, physical and cognitive decline are among potential side-effects.

The appointment comes after an earlier announcement of broad leadership changes at the firm.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

Grave risks give advisors even more reasons to make retirement planning a priority.