Investment Metrics

The number of employees contributing to their 403(b) plans hit a record high of 79.9% last year, according to a survey released by the @PSCA401. ➡️ pionline.com/defined-contrib… #investmentmanagement #plansponsor #403b #retirement #definedcontribution @pensionsnews

#AssetManagers hold an optimistic outlook for #emergingmarkets and #thematicinvestments in technology and pharmaceutical stocks in 2024, revealed Universal Investment's annual survey. funds-europe.com/news/promis… #investmentmanagement #emergingmarkets #2024outlook @fundseurope

What's in store for Europe's #equities investment landscape in 2024? From digitalization and sustainability, experts from several well-known #investmentmanagers make their predictions. funds-europe.com/news/equiti… #assetmanagement #Europe #investmentmanagement @fundseurope

70% of #institutionalinvestors plan to increase their allocations to actively managed #fixedincome strategies over the next 24 mos. to take advantage of higher #interestrates, per a recent report by @cerulli_assoc: ➡️ pionline.com/investing/fixed… #investmentmanagement @pensionsnews

#HedgeFunds as an industry is changing. High-profile retirements, consolidation & investor focus on strategies offering high liquidity & capital efficiency could shift hedge funds' role in portfolios and the market. ai-cio.com/news/hedge-fund-i… #investmentmanagement @ChiefInvOfficer

As #assetmanagers prepare to launch tokenized versions of their funds, key challenges, such as a lack of industry collaboration and regulation, remain as hurdles, according to a recent @InvAssoc survey. investmentweek.co.uk/news/41… #investmentmanagement #tokenization @InvestmentWeek

Investors want stronger reporting standards amid #greenwashing concerns. The @PwC 2023 #GlobalInvestor Survey says 94% believe corporate reporting on #sustainability performance contains unsupported claims: institutionalassetmanager.co… #ESG #investmentmanagement @InsAssetManager

Are corporate #DBplans making a comeback? As IBM reopens its #pensionplan still on their books, others may follow to help workers with #guaranteedincome in #retirement. pionline.com/pension-funds/r… #assetmanagement #retirement #definedbenefitplan #DBplan #pensionplan #corporateDB

78% of US private-sector #plansponsors said their long-term objective is something other than #pensionplan termination, according to @Aon_plc's recent US Global #PensionRisk Surveys. pionline.com/pension-funds/a… #investmentmanagement #corporatepension @pensionsnews

US #inflation fell to an annualized rate of 3.2% in October, below expectations of 3.3%, according to the Bureau of Labor Statistics on Nov. 14th, signaling the "prospect of a #softlanding ever more likely." investmentweek.co.uk/news/41… #investmentmanagement @InvestmentWeek

The @CFAinstitute has published new definitions for #sustainablefinance terms to standardize terminology & enable #institutionalinvestors, regulators & participants to precisely communicate #ESGinvesting & #responsibleinvesting. rpc.cfainstitute.org/-/media… #ESG #assetmanagement

College & university #endowments had single-digit positive returns for the fiscal year ended June 30 due to #privatemarkets dragging down the performance of some of the largest endowments while #publicequities recovered. pionline.com/endowments-and-… #assettmanagement @pensionsnews

Nearly 75% of #institutionalinvestors will increase their allocations to #privatedebt & #structuredcredit in the next year in response to challenging economic conditions, per @AeonInvestments research. funds-europe.com/news/resear… #assetmanagement #assetallocation @fundseurope

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Equity markets sold off triggered by a rapid rise in bond yields. Our Q3 2023 Plan Universe Allocation & Return Analysis Snapshot uncovers the impact on Plan Sponsor returns. bit.ly/3Q2vq7Y #planuniverse #assetallocation #definedbenefits #plansponsors

In @pgim Investments' latest study of 210 #assetallocators with AUM of $1B or more, #fixedincome was the most popular asset class with 58% expecting to increase investment in fixed income. investmentweek.co.uk/news/41… #assetmanagement @InvestmentWeek

NorAm #assetmanagers were hit hard by 2022’s #marketvolatility, losing 14.2% of their total AUM in just a year. The decline was mainly spurred by a decline in the #globalmarkets driven by #inflation and higher #interestrates. institutionalinvestor.com/ar… #investmentmanagement @iimag

Click for the full video where we unpack what happened in the marketing in Q3 bit.ly/400WQzP #FactorPerformance #FactorInvesting

The Investment Metrics All Defined Benefit Plan Sponsor Universe posted a median net return of -2.9% for the third quarter. Click to see details. bit.ly/3Q2vq7Y #planuniverse #assetallocation #definedbenefits #plansponsors

Will public-sector #definedbenefitplans face a similar fate as corporate #DBplans? @EquableInst's State of Pensions 2023 says a standard #pensionfund has only a 50% chance to earn 5.6% over the next 10 yrs or 6.3% in the next 20. pionline.com/pension-funds/l… #pensions @pensionsnews