Practical analysis for investment professionals

pension plans


The Seven Kinds of Asset Owner Institutions

There's never been a better time to be an end investor. Thomas Brigandi and Sloane Ortel explore the seven kinds of asset owner organizations that are shaping the market.

Pension Trustees: Corporate Governance and the Behavior Gap

Good governance is not only important, but it also drives real results. Christopher K. Merker, PhD, CFA, explains.

Weekend Reads for Investors: Family Businesses, Pensions, and the Gekko Effect

Most studies of the impact of family ownership indicate that, on balance, family control is a good thing for stockholders. Family-controlled firms typically maintain a long-term perspective and strong balance sheets, and boast corporate cultures that have won the admiration of Warren Buffett. Credit Suisse has added to the body of research on family-controlled firms with the recent release of The Family Business Model, a global study which sought to better understand why family-run businesses outperform.

Moral Hazard and Tax Benefits as Drivers of Corporate Pension Plans (Podcast)

In the first five days of October 2008, large corporate pension funds lost more than $100 billion of pension assets. And at the end of 2011, the aggregate funding shortfall for Fortune 1000 companies amounted to $343 billion. In examining the decisions that defined benefit plan sponsors made, Xuanjuan Chen, Tong Yu, and Ting Zhang argue that moral hazard and tax benefits play a significant role.

The US Retirement Crisis: Essential Reading and Resources

Financial advisors have an increasingly important role to play in building sustainable retirement income strategies for their clients. But as is the case with most investment advice, there is no one-size-fits-all approach. To help advisors and investors sort through the issues here is a list of essential reading and resources.

The Canadian Model: Ontario Teachers’ Turns Pension Investing on its Head

Three key insights on successful pension fund investing from Institutional Investor magazine's profile of the C$117 billion Ontario Teachers’ Pension Plan.



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