All Letter from the US articles – Page 4
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Opinion PiecesIs BlackRock set to revive annuities?
What can happen if the largest global asset manager teams up with the largest software company, which also happen to be the first and second largest companies in the world by market cap?
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Opinion Pieces
Letter from the US: REITS a good long-term bet, says study
Investors have lost some of their enthusiasm for US REITs – real-estate investment trusts – after their poor performance in the third quarter. From July to September, the FTSE Nareit All Equity REITs index gained 0.5%, compared with a 7.6% return for S&P 500 over the same period. The return of the REITs index has trailed behind S&P 500 by more than seven percentage points for the first three quarters of the year.
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Opinion PiecesLetter from the US: Controversial nomination for PBGC
How do you fix a pension programme that has liabilities of $67.3bn (€58.4bn) and assets of only $2.3bn?
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Opinion Pieces
Letter from the US: Insurers back new annuities rules
Insurance companies hope to play a greater role in 401(k) retirement savings plans if congress approves new rules on annuities
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Opinion Pieces
Letter from the US: No panic as investors stay the course
Some 59% of US defined contribution (DC) plans’ assets and 47% of Individual Retirement Accounts (IRAs) are invested in mutual funds, with a total of $8.8trn (€7.5trn). Overall, the US mutual fund industry manages about $22trn on behalf of more than 100m investors.
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Opinion PiecesLetter from the US: Harvard gets down to business
It has been a busy 18 months for NP ‘Narv’ Narvekar, who became CEO of Harvard Management Company (HMC) in December 2016. At the end of this month, he will complete HMC’s first fiscal year completely under his responsibility
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Opinion PiecesLetter from the US: All eyes on Oregon’s auto enrolment
The US pension fund sector is looking at how Oregon progresses with its OregonSaves programme
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Opinion PiecesLetter from the US: Gun stocks and passive funds
Could the massacre at a Parkland, Florida, high school be the turning point in the debate about state pension funds’ investments in gun makers?
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Opinion PiecesLetter From The US: ESG strategy not just divestment
ESG investing is a hot topic in the US pension fund industry. “One dollar out of five from institutional investors is going into ESG investing”
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Opinion PiecesLetter from the US: Plans act on Trump tax reform
The tax reform signed by President Donald Trump last December is having quite an impact on the US pension industry
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Opinion PiecesLetter from the US: DC plans shift from mutual funds
An increasing number of DC plans, including 401(k) schemes, are choosing CITs in the US, according to the latest report from Cerulli Associates
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Opinion Pieces
Letter From The US: 401(k) in the crosshairs of reform
Since their launch in 1981, 401(k) plans have become the preferred employer-sponsored defined contribution retirement plan
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Opinion PiecesLetter from the US: Tide turning against divestment
Will the movement in favour of divesting from fossil fuels slow down among US pension funds?
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Opinion PiecesLetter from the US: Tax benefits boost rise of HSAs
Will HSAs become the new IRAs? Some operators in the US retirement industry say so
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Opinion Pieces
Letter from the US: Firms happy to retain say-on-pay
One of President Donald Trump’s promises has been to loosen regulation on all businesses to boost the economy. A casualty could be shareholders’ right to vote on executive compensation
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Opinion Pieces
Letter from the US: High fees but strong returns
Some US pension funds say they may be paying too much for their investments in private equity and are seeking different approaches
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Opinion PiecesLetter from the US: Risk transfer hots up
With interest rates rising, the US pension risk transfer market is expected to grow substantially
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Opinion Pieces
Letter from the US: Further uncertainty
The US retirement industry faces uncertain times after the Department of Labor decided in March to delay by 60 days the implementation of the so-called fiduciary rule. But many companies have already executed the new rule, and will not go back
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Opinion Pieces
Letter from the US: Boomer balancing act
In the US, the oldest baby boomers recently turned 70. That is also a turning point for the US pensions industry. In fact, Americans at that age have to start withdrawing from tax-deferred savings plans, or face a penalty
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Opinion PiecesLetter from the US: Irresistible incentives?
Global pension funds are looking with interest at the $1trn (€960bn) Trump Private Sector Financing Plan for infrastructure construction. It could offer an opportunity for investors seeking stable, cash-generating investments.
