Opinion

  1. Russia: Assessing the risks and opportunities

    trueRussia has been dominating global headlines in recent months and not for the reasons you'd like to see as an investor or potential investor.

    Articles

  1. Higher yields, without increased risk

    trueWith equity markets at a historical peak and interest rates still low, rebalancing a portfolio is a painful proposition. Rather than investing in traditional fixed income, however, institutional investors can allocate to private credit, which offers higher yields without added risk

    Articles

  2. A new DC plan to replace current patchwork system

    trueOur nation needs to replace its existing retirement system — now.

    Articles

  3. An asset owner meets challenges of cost, performance

    trueIn reaction to criticism of costs and performance, Karl Koch, chief investment officer of the $27.65 billion Iowa Public Employees' Retirement System, Des Moines, posted on its website the following response on the use of active and passive investment management as well as performance and fees. The ...

    Articles

  4. Risk allocation must replace asset allocation

    trueThe investment industry has made great strides in using technology to modernize the investment process. The growth of exchange-traded funds is testimony to the desire to increase liquidity and transparency, and lower transaction and management costs. Transaction fees are ever shrinking. Information ...

    Articles

  5. Investors should address aggressive corporate tax planning

    trueSustainable, well-run businesses should pay a fair level of tax, and avoid the reputational, legal and financial risks posed by aggressive tax planning.

    Articles

  6. Taking a wide-angle view of the outsourced CIO

    trueIt pays to hire an OCIO who understands the priorities and workings of the institution first and only then develops a custom investment strategy to fit.

    Articles

  7. Keeping the PBGC from being the next bailout recipient

    trueA series of recently issued reports have addressed various governance and financial challenges facing the Pension Benefit Guaranty Corp. The takeaway from all of them is that unless changes are made in the way the federal pension insurance system is governed and financed, there is a heightened risk ...

    Articles

  8. Changing priorities could weaken retirement system

    trueIt's no secret the U.S. retirement system needs to evolve, but this year we are seeing an unprecedented perfect storm.

    Articles

  9. Inflation protection — better to be safe, not sorry

    trueSometimes it takes a crisis to make us all realize that, yes, inflation can always be lurking just over the horizon.

    Articles

  10. Rerisking without regret

    trueWith new actuarial tables threatening lower funding status, pension investors should consider reversing the course of de-risking embedded in their glide paths and increasing their allocation to return-seeking assets.

    Articles

  11. Navigating the fixed-income market: The calm before the storm

    trueThere are no safe harbors at present in fixed-income investing.

    Articles

  12. Emerging market portfolio globalization: The next big thing

    trueOne of 2014's great investment surprises has been emerging markets equity performance. Notwithstanding negative news (from Ukraine to China, Turkey to Thailand) and record foreign investor outflows, MSCI EM equity is up 5% in the first half of the year in line with MSCI All Country World Index ...

    Articles

  13. Co-investments: More bang for your buck

    truePrivate equity has been producing superior risk-adjusted returns, enticing investors to look no further than the asset class to get more bang for their buck. And, private equity fund sponsors are capitalizing on this to convince investors to put more dollars behind them. The strategy which is ...

    Articles