4.4% just isn't enough

June 2012
Pensions & Investments;6/11/2012, Vol. 40 Issue 12, p10
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.


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