TITLE

4.4% just isn't enough

PUB. DATE
June 2012
SOURCE
Pensions & Investments;6/11/2012, Vol. 40 Issue 12, p10
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article looks at the level of institutional tax-exempt assets under management in the U.S., primarily pension trusts along with endowments and foundation monies. It discusses concerns signaled by the drop in that asset total in 2011. The author summarizes projections by Christopher Brightman of the investment firm Research Affiliates of investment returns for 2011-2021 and says at that rate of return, pension systems will be unable to meet their obligations.
ACCESSION #
76902572

 

Related Articles

  • Is It Too Late for Institutions To Be Contrarian? Reeve, Nick // AiCIO News;2015, p40 

    The article reports on the argument of market research firm Research Affiliates LLC that institutional investors are plagued with an organizational behavioral bias problem, despite predictable factor returns.

  • State Board of Investment: Notice to Institutional Investment Management Firms for Consideration to Potentially Manage a Portion of the Pension Assets and Other Accounts.  // Minnesota State Register;9/24/2012, Vol. 37 Issue 13, p452 

    The article presents a notice to institutional investment management firms for consideration to potentially manage a portion of the pension assets and other accounts from the Minnesota State Board of Investment.

  • Strong pension fund growth good news.  // Business Insurance;4/16/2007, Vol. 41 Issue 16, p8 

    The author reflects on the strong large-employer pension plan funding in the U.S. He argues that the strong pension plan funding is driven by several consecutive years of double-digit investment returns. He asserts that one of the important questions companies should be asking is which type of...

  • Unconstrained bond strategies not for the button-down types. BAERT, RICK // Pensions & Investments;6/23/2014, Vol. 42 Issue 13, p22 

    The article examines unconstrained investment policies of institutional investors such as pension trusts, endowments and foundations related to asset allocation of fixed-income securities in which investors purchase higher-risk alternative bonds as well as traditional bonds. An increase in...

  • Tax-exempt but tax conscious.  // Pensions & Investments;4/28/2014, Vol. 42 Issue 9, p10 

    The author offers opinions on U.S. corporation tax law. It is argued that the relatively high U.S rates of corporate income tax have a negative impact on the portfolios of institutional investors such as pension funds, as those taxes limit corporate profits, thus also limiting the rates of...

  • P&I Events Calendar.  // Pensions & Investments;1/11/2010, Vol. 38 Issue 1, p30 

    A calendar of events related to several pensions and investments programs to be held in U.S from January 12 to October 26 is presented which includes, annual meeting of Institutional Investments Forum, East Coast Defined Contribution Conference and Transition Management Conference.

  • Pension plan funding levels are on rise. Geisel, Jerry // Crain's Cleveland Business;10/14/2013, Vol. 34 Issue 41, p0008 

    The article reports on the rise of funding for the pension plans in September 2013 in Ohio. It states that the funded status of large employers-sponsored pension plans was able to cross the 90% threshold for the said month, according to the analysis released by Mercer LLC. It adds that the rise...

  • Alternatives.  // Investment Management Weekly;10/27/2003 Supplement, Vol. 19 Issue 42, p4 

    Presents a list of alternative institutional investments in the U.S. as of October 27, 2003. Brookline Retirement System; Creighton University; Earlham College.

  • Other.  // Investment Management Weekly;10/27/2003 Supplement, Vol. 19 Issue 42, p5 

    Presents a list of institutional investments in the U.S. as of October 27, 2003. New Orleans Employee Retirement System; Wisconsin SIB.

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