Industry Voices

  1. Long-term value investing requires a business owner's mindset

    trueFor disciplined investors, sustainable excess returns can be generated by investing with a longer-term time horizon, reducing speculation, and by finding shareholder-oriented management teams that allocate capital wisely.

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  2. Investing in alternatives to fossil fuel stocks

    trueInstitutional investors are under increasing pressure to consider divestment from fossil fuel companies whose activities are leading contributors to climate change. While much of the attention has been focused on whether to divest, the discussion is evolving to include ways to manage a multifaceted ...

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  3. Investment implications of China's reform agenda

    trueWith the Chinese Communist Party's new leadership now in power, the next important cycle of structural reform is beginning to take shape in China.

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  4. Why I left Verizon

    trueJust over 10 years ago, when I took over the Verizon Savings Plans, I found what has become the biggest passion of my lifetime: helping hard-working folks put enough money aside in their 401(k) plans and assisting them to make good decisions about how to invest that money so they can achieve a ...

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  5. Stay the course

    trueAlthough markets are less predictable than river currents, the investors most likely to reach their long-term destinations are those who remain invested and avoid short-term decisions that may take them off course.

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  6. Bad data can derail plan sponsors

    trueFor plan executives, accurate data has always been vital for effective day-to-day operations. Yet, many fail to make data management a priority. With the recent industry shift toward programs to derisk the balance sheet in defined benefit plans and to limit risks and lower costs in defined ...

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  7. Well-placed intermediaries

    trueCentral securities depositories can leverage their securities management expertise as well as technology to support securities lending and repurchase agreements.

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  8. Succession planning is a key area of focus for managers

    trueSuccession planning is a key element of an investor's due diligence process and, while it has always been important, it has become increasingly more so in recent years as more industry leaders near retirement age.

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  9. Doing the homework on fossil-fuel divestment

    trueThe past year has seen a sharp increase in activity by students across the United States advocating for divestment from fossil fuels by school endowments. For the investors struggling to address these requests, there are no easy answers.

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  10. Operational opportunities to reduce hedge fund expenses

    trueAs the hedge fund industry has grown, so has the cost of running a fund complex. The upsurge in expenses has hastened in recent years, as firms have begun to invest in new technology and additional staff to deal with the issues of a quickly changing landscape. Regulations and investor needs have ...

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  11. Cash balance plans challenge 401(k) plans but require intelligent investing

    trueCash balance plans are the fastest growing of the defined benefit pension plan universe and could become as numerous as 401(k) plans within the next few years. But while the benefits of plan portability, reduced longevity and investment risks, and improved legal clarification are deservedly ...

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  12. Brazil pensions must diversify globally

    trueAs the world's sixth largest economy with a sizable portion of its workforce moving to the middle class from lower-wage, lower-skilled positions, Brazil is in a position to learn from generations of pension evolution in other parts of the world.

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  13. Defined contribution lifetime income strategies: time for new thinking

    trueDefined contribution plan executives are grappling with a wide variety of issues today as they confront the problem of poor investment returns and demographic trends that make it clear millions of people could be placed in the position where they outlive their retirement savings.

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  14. Six guidelines for pension cashout success

    trueThe news about Ford and GM making lump-sum offers last year led to a flurry of speculation that the DB cashout option would gain momentum as a risk-management strategy for many more companies.

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