Oregon makes fees work
The $77. 3 billion Oregon Public Employee Retirement Fund has continued to achieve top decile returns at the same time as de-risking and reconstituting half its giant portfolio.
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LUCRF’s member profile drives strategy
Leigh Gavin, CIO at Australian industry-fund pioneer LUCRF Super, takes care to match portfolios and costs with the needs of the fund’s low-balance membership. In recent years, this has meant taking on additional risk and questioning fee models in private equity.
2018 CIO sentiment survey
The annual Chief Investment Officer Sentiment Survey, conducted by conexust1f.flywheelstaging.com and Casey Quirk, a practice of Deloitte Consulting, has revealed a global asset owner community that is less tolerant of risk and more interested in negotiating fees.
Strong partnerships and brown M&M’s
In the debut of this new regular series, we examine the relationships that evolved as Textron’s pension fund and Palisade Capital Management developed a new bespoke investment strategy.
Cost-templates pilot begins in UK
The Cost Transparency Initiative has entered its pilot phase, in which five of its templates will be tested in coming weeks. Data from the testing will be used to rationalise templates across the industry. The idea is to provide consistency of clarity of fees and costs, so trustees can compare funds easily.
Seeing pension costs should be easy
How much does it cost? It should be the most basic of questions from pension fund trustees when decisions are made about how to invest members’ assets, yet it appears this is often not the case. A lawsuit originating in the US state of Kentucky has the potential to change matters for the better.
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