Wharton Professor Olivia S. Mitchell dubious that pension funds should move massively into private equity investments, via Chief Investment Officer. [Registration required]…Read More
How Much Private Equity Is Too Much for a Public Pension?
pensions
Why ESG Matters for Pension Fund Strategies and Outcomes
Though ESG considerations in pension fund investment practices vary, more transparency & better information will drive future investment choices & help investors engage more, advise Stéphanie Lachance of Fiera Comox in Canada & Judith Stroehle of Oxford’s Saïd Business School via RetireSecure Blog. …Read More
Conservative Group Seeks to Block State Pensions from ESG Efforts
Should pensions invest in ESG? Without tools to clearly identify “politically motivated” investments, many struggle to find balance between social responsibility and fiduciary duty, notes Wharton’s Olivia S. Mitchell via Fundfire. …Read More
Understanding the Emerging Micropensions Market in India
Micropensions could help informal sector workers in developing countries as willingness to contribute is high and access is valued, report Profs. Olivia S. Mitchell of The Wharton School and Anita Mukherjee of the University of Wisconsin-Madison via Innovations for Poverty Action.…Read More
Financial Wellness: A Diversity & Inclusion Perspective
Understanding the effects of age, gender, and ethnicity on financial wellness can help employers offer solutions that better meet their employees’ financial needs, write Surya Kolluri, Kai Walker, and Anna Potts at the RetireSecure blog.…Read More
Integrated Retirement Planning Is Long Overdue
Retirement plans that integrate financial asset management, deferred annuities, and reverse mortgages can provide more spendable funds over a retiree’s lifespan, according to Jack Guttentag on the RetireSecure blog.…Read More
Can Pension Funds Integrate Environmental, Social, and Governance Principles?
If pension funds are to incorporate ESG principles in their investment decisions, they must consider several risks and challenges. Wharton Prof. Olivia S. Mitchell and Shankar Parameshwaran provide takeaways from the PRC 2021 Symposium.…Read More
Senate Throws a Pension Curveball
Many multiemployer pensions were already severely underfunded; the just-passed budget bill reduces penalties for employers withdrawing from those plans. Aharon Friedman believes potential consequences will be dire. Via the RetireSecure blog.…Read More
Trump budget could lead federal workers to put less money in Thrift Savings Plan
Administration’s proposed 2021 budget identifies $92B+ in savings by 2030, including retirement benefit cuts for federal workers. Changes may prompt employees to defer retirement, explains Prof. Olivia S. Mitchell of Wharton to InvestmentNews.…Read More
GE’s Pension Freeze: Will It Help — or Hurt?
Wharton Professors Olivia S. Mitchell and Marshall Meyer put GE’s pension freeze/buyout in context and discuss potential fallouts: @WhartonKnows journal & podcast here. Image courtesy of Jeff Turner on Flickr.