Enterprising Investor
Practical analysis for investment professionals

Pensions


Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions

Rebalancing may help portfolios stay on target, but its predictability comes at a cost.

Aging Populations Demand Urgent Pension Reforms: Are We Prepared?

The world is aging at a much faster rate than we previously anticipated, even 10 years ago. Are we prepared?

Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives

Insitutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”

Plan Sponsor Priorities for 2024: A Seven-Item Checklist

What topics in particular should defined contribution (DC) plan sponsors keep front of mind this year?

Research and Policy Center Five Most Popular Articles of 2023: Capital Markets

What are the most popular top five articles of 2023 published under the Capital Markets theme by the CFA Institute Research and Policy Center?

Research and Policy Center 10 Most Popular Articles of 2023

What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?

Asset Owner Perspectives: Building Investment Organizations Fit for the Future

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

China’s Enterprise Annuities: “Long-Term Money, Short-Term Investment”

The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.

Market Resiliency, Capital Formation, and Investing for Our Future

The story of the markets over the last 10 years has been one of remarkable change. Yet economies are still struggling.

Institutional Portfolio Benchmarks: Slow Rabbits?

When it comes to their benchmarking practices, US public pension funds need to find faster rabbits to chase.