Analysis

Podcast of MMR’s April 24 issue

Listen to the Money Management Report team bottom-line the top stories from the April 24 issue

Editorial Staff 21 April, 2017

Pensions looking toward ESG bonds

CalSTRS has led the way with a $5m investment in a social bond issued by the International Finance Corporation

Ben Shapiro 21 April, 2017

TDF fee battle intensifies

The launch of several low-cost products over the last year has pushed prices further down for both passive and active series

Michelle Zhou 21 April, 2017

Investors’ appetite for fixed income reawakens

Fixed-income allocations increased in 2016 as all other asset classes declined or remained flat

Michael Paterakis 13 April, 2017

Sustainable investments hit record highs

Driven by client demand and international efforts to save the environment, global assets invested in SRI strategies grew by 25% over two years

Michelle Zhou 10 April, 2017

Podcast of MMR’s April 10 issue

Listen to the Money Management Report team bottom-line the top stories from the April 10 issue

Editorial Staff 7 April, 2017

The big retrenchment: consultants exit recordkeeping

The low margins of the business have led consultants to abandon the market, opening up space for competitors

Michael Paterakis 7 April, 2017

California investors increase HF assets as fee tax proposal looms

The state has signaled it may now tax the fees hedge fund managers receive from investors

Sam Dale 7 April, 2017

Corporate pension funding rises again in March

Bolstered by a drop in liabilities, the aggregate funded ratio of U.S. corporate pension plans increased for the seventh consecutive month

Michelle Zhou 4 April, 2017

Pension plans move to higher fixed-income allocations

Increase triggered by corporate DB plan concerns over higher PBGC premiums

Michael Paterakis 31 March, 2017

Embattled money funds eye modest resurgence

Higher interest rates may lure investors back to prime funds but not all will return

Joseph Kellard 29 March, 2017

Tax reform spooks retirement space

The looming specter of tax reform is haunting the defined contribution world

Max Viscio 28 March, 2017

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