All Letter from the US articles – Page 4
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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.
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Opinion Pieces
Letter from the US: Investors adjust to Trump
Are financial markets too optimistic about the impact of Donald Trump’s administration? That is a big unanswered question in the aftermath of his surprise victory in the presidential election
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Opinion Pieces
Letter from the US: State boost to pensions
Next year will start with a new initiative in the US pension fund industry – the launch of the first retirement savings plan created by a state for private-sector employees. Washington State is the pioneer with its Small Business Retirement Savings Marketplace, and it will be followed by other states.
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Opinion Pieces
Letter from the US: Endowment rethink
Should other university endowments follow the Yale model or is it time to rethink how they invest and take a simpler approach, such as an indexed 60/40 portfolio? That is the big question for NP ‘Narv’ Narvekar, who becomes the CEO of Harvard Management Company (HMC) in December.
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Opinion Pieces
Letter from the US: Pension equities ebb
The defined benefit (DB) pension funds of the companies in the S&P 500 index are in deficit. At December 2015, these were $376.6bn (€337bn) underfunded, according to Citigroup’s chief US equity strategist Tobias Levkovich.
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Opinion Pieces
Letter from the US: Pensions dreamland?
The two presidential candidates disagree on everything except on Social Security, the US federal programme that guarantees basic pension benefits
