Investor Profile

PGB talks private equity fees as Dutch funds feel the squeeze

Dutch funds are feeling the squeeze of private equity fees, especially as beneficiaries face a cost of living crisis. Pensioenfonds PGB spends less on fees than others but CEO Harold Clijsen questions the options open to investors.
Sarah RundellAugust 25, 2022
Equities

Shift to positive stock-bond correlation could increase risk, reduce return

Ben HurleyAugust 19, 2022
Sustainability

As inflation batters, TRS eyes natural gas

Sarah RundellAugust 18, 2022
Investor Profile

Real assets a haven in likely stagflationary environment

Amanda WhiteAugust 16, 2022
Asset Allocation

GPIF feels equity’s wrath; active equity reboot

Sarah RundellAugust 8, 2022
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Investor Profile

Maryland’s record year prompts actuarial rate reduction

Maryland State Retirement  and Pension System is the latest fund to record an historical performance for the 2021 financial year, returning a best ever 26.7 per cent. Again public and private equities were the star performers with an exceptional 51.85 per cent return in private equity and 44.54 per cent in public equities  But in recognition there might be a bill to pay for those higher returns in the future the fund has lowered its actuarial rate of return.
Amanda WhiteSeptember 9, 2021
Equities

CalPERS reduces equities universe

In the first story of an exclusive series examining investment portfolio innovation at CalPERS, Amanda White looks at the global equities portfolio where the universe of stocks was recently halved.
Amanda WhiteAugust 19, 2021
Equities

Fiduciary duty in dysfunctional markets

Phil Edwards and Paul Woolley argue that if asset owners exhibit a more effective application of fiduciary duty to curb performance-chasing by verifying the implicit time horizon of the strategies adopted by the asset managers they employ, they could incentivise a shift towards longer horizons within financial markets with both private and social benefits.
Philip Edwards and Paul WoolleyJune 22, 2021
Equities

Large tech companies must be broken up

Concentrated power by monopolistic companies is a systemic problem in the US economy, according to Matt Stoller, director of research at the American Liberties Project, but investors have little power to change it.
Amanda WhiteApril 28, 2021
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