TITLE

Diversity in asset allocation

AUTHOR(S)
Brown, Robert
PUB. DATE
April 2008
SOURCE
Pensions: An International Journal;Apr2008, Vol. 13 Issue 1/2, p79
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Pension funds have historically relied on investment in equities to generate most of their return and therefore equities have also been the main contributor to risk relative to their obligations. This paper identifies the benefits that should follow from including a wider range of asset classes (subject to acceptable levels of valuation) in an investment portfolio and the changes in thinking and practice required to effect this.Pensions (2008) 13, 79–81. doi:10.1057/palgrave.pm.5950064
ACCESSION #
33414714

 

Related Articles

  • Is active management of mandatory pension funds in Croatia creating value for second pillar fund members? MATEK, PETAR-PIERRE; RADAKOVIĆ, MAŠA // Financial Theory & Practice;2015, Vol. 39 Issue 3, p245 

    This paper analyses Croatian mandatory pension funds' investment returns during the 2005-2014 period using performance attribution methodology. Results from active investment management are compared to a long-term policy return. Such analysis is essential to shed light on the contribution of...

  • Ohio Police & Fire Pick Up GTCR Fund, Posts 13% Return. Giardina, Michael // Investment Management Mandate Pipeline;8/29/2013, p2 

    The article reports that the Ohio Police & Fire Pension Fund (OP&F) Board of Trustees has invested 50 million dollars into the GTCR Fund XI of private equity firm Golder, Thoma, Cressey, Rauner Inc. (GTCR), during its meeting held on August 27-28, 2013. According to the plan, although its...

  • Bay Area Pension Plan Nears A/L Study Finale. Lewis, Jakema // Investment Management Mandate Pipeline;9/17/2013, p4 

    The article reports that East Bay Municipal Utility District (EBMUD) Employees' Retirement System has started the process of studying its asset allocation hiring consultant Pension Consulting Alliance (PCA). EBMUD has an asset of 1 billion dollars and has asset allocation mix consisting of 50%...

  • True to label. Mason, Russell // Super Review;Sep2005, Vol. 19 Issue 8, p24 

    The article reports that the recent introduction of choice of fund legislation has resulted a growth in the performance of superannuation fund. Research carried out by Mercer indicates that a wide spread in the investment returns will be resulted from a huge range of underlying asset allocations...

  • Portfolio management in the real world. McCormick, Dominic // Money Management;8/20/2009, Vol. 23 Issue 30, p16 

    In this article, the author discusses the significance of strategic asset allocation (SAA) on investors in Australia. He is critical on the capability of this strategy to provide high returns to investors amidst the volatility of the world market. He provides an overview of the flaws of SAA and...

  • Lone Star State Fund Maps FY14 Real Estate Plans. Lewis, Jakema // Investment Management Mandate Pipeline;5/22/2013, p1 

    The article reports on the detailed arrangement of the Employees Retirement System (ERS) of Texas' private real estate objectives for fiscal year 2014, allocating 780 million dollars, as discoursed during the employee pension plan's Board and Investment Advisory Committee meeting on May 21,...

  • Miami Beach Pension Plans New Alts, High Yield Allocations. Giardina, Michael // Investment Management Mandate Pipeline;11/12/2013, p4 

    The article reports on the Miami Beach Employees' Retirement Plan (MBERP) Board which was slated to consider newly proposed portfolio policy in November 2013, The new policy seeks to lessen equity and fixed-income exposures in favor of high yielding bond and alternative vehicles. The MBERP Board...

  • Private Equity is Big Performer for Market Players. Braunschweig, Carolina // Investment Management Weekly;8/8/2005, Vol. 18 Issue 31, p6 

    Predicts that private equity investment might become the focus of pension trusts in 2006. Performance of the assets of California State Teachers' Retirement System and the California Public Employees' Retirement System that are in private equity; Importance of for new entrants in private equity...

  • Plans actively moving to passive strategies. Olsen, Kevin // Pensions & Investments;2/6/2012, Vol. 40 Issue 3, p0028 

    The article reports that large U.S. pension funds such as the Florida State Board of Administration are shifting domestic assets away from active management toward passive management. Comments from experts are presented, including Russell Ivinjack of consulting firm Hewitt EnnisKnupp, who notes...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics