News and video about Investing/portfolio strategies from Pensions & Investments
eVestment: Equity strategies post first quarter of inflows in more than 2 years
trueInstitutional equity strategies experienced net inflows for the first time since the first quarter of 2012, eVestment’s quarterly report on global institutional asset flows shows.
Cambridge Retirement System seeks first emerging markets debt manager
trueCambridge (Mass.) Retirement System is searching for an emerging markets debt manager to run about $30 million.
AutoNation adds 3 investment options, target-date funds
trueAutoNation Inc., Fort Lauderdale, Fla., is adding three investment options and a new target-date fund lineup, and removing four investment options and its company stock fund in its 401(k) plan following a review by the company’s benefits committee.
S&P Dow Jones Indices: Evidence supports Santa Claus rally is real
trueS&P Dow Jones Indices conducted an analysis to test the theory of a “Santa Claus rally” and found evidence supporting the phenomenon actually exists.
Kemper taps Northern Trust for global small-cap equity strategy
trueKemper Corp. hired Northern Trust Asset Management to run its global small-cap “engineered equity” strategy for the company’s defined benefit plan.
Shareholders propose that Exxon Mobil return capital to offset climate change risk
trueA shareholder proposal filed Tuesday calls for Exxon Mobil Corp. to return capital to shareholders to protect investor value from potential risk of stranded fossil-fuel assets from climate change disruption.
Chicago Metropolitan Water Reclamation District to add 2 bond managers
trueChicago Metropolitan Water Reclamation District Retirement Fund is searching for two active global fixed-income managers to run about $50 million each.
NAPF: More U.K. pension funds screen money managers' stewardship
trueEighty percent of pension funds in the U.K. screen money managers for stewardship activity — that is, the active monitoring of and engagement with companies, as well as exercising their voting rights, the National Association of Pension Funds found in its annual engagement survey, published Monday.
Imperial County in invitation-only search for new bond manager
trueImperial County Employees' Retirement System is conducting an invitation-only search for a domestic fixed-income manager to run $84 million.
American University nixes fossil-fuel divestment measure, plans search for green fund
trueAmerican University's board of trustees rejected divesting fossil-fuel holdings from the Washington-based school's $550 million endowment fund, concluding the move would raise costs and not satisfy fiduciary responsibility standards, a trustees' memorandum stated.
Analysts say PIMCO could survive a further $350 billion asset drain
truePIMCO could withstand an asset drain of up to $350 billion in the next two to three years — about 10% to 15% of its total assets — before its portfolio management operations could be affected, analysts say.
BlackRock, TCW, others gaining from PIMCO turmoil
trueBlackRock, TCW, Vanguard, Baird Advisors and DoubleLine saw the largest inflows to their bond mutual funds in October, following William H. Gross' departure from PIMCO on Sept. 26, Morningstar Inc. reported.
Impact investors shifting gears to accommodate specific goals
trueThe trend of impact investing — into companies, organizations and funds with the aim of investing for social and environmental good, as well as a financial gain — is becoming more specific.
Outgoing Calvert CEO Krumsiek honored for her work on SRI
trueBarbara J. Krumsiek, chairwoman, president and CEO of Calvert Investments Inc., won the 2014 SRI Service Award at the 25th annual SRI Conference on Nov. 11 in Colorado Springs, Colo.
University of British Columbia faculty eyes fossil-fuel divestment for endowment
trueUniversity of British Columbia Faculty Association members early next year will vote on whether to ask the university's board of governors to divest its C$1.35 billion (US$1.19 billion) Vancouver-based endowment's holdings in fossil-fuel stocks within five years.