The Winter 2019 edition of Market Group’s Quarterly Institutional Allocator is Here!

The Winter 2019 edition of Market Group‘s quarterly magazine, Institutional Allocator,  is here! Click here to download the magazine Welcome to Volume 2 Edition 1 of Institutional Allocator’s quarterly magazine. For this quarter’s cover story of IA, Editor Mark Fortune and Managing Editor Leslie Kramer took a look at the state of U.S. pension plans’ funding status, …

The Autumn 2018 edition of Market Group’s quarterly Institutional Allocator is here!

The Autumn 2018 edition of Market Group‘s quarterly magazine, Institutional Allocator,  is here! Click here to download the magazine Welcome to the second edition of Institutional Allocator’s quarterly magazine. It is my pleasure to introduce with this edition Market Group’s new 10-member Advisory Board, which boasts some very experienced institutional investment practitioners from varied corners of …

Verus Advances Ball on Emerging Manager, ESG initiative

Verus Investments, which last year kicked-off an effort to include more emerging and environmental, social and governance (ESG) managers on its approved-manager  list, is bringing  more thought to how it assists clients in identifying emerging managers and implementing their ESG mission-related initiatives, according to Eileen Neill, a managing director and senior consultant with the firm. …

Different Strokes for Different DB Plans: Corps, Publics Go Separate Ways

The world’s defined-benefit (DB) pension funds are moving  toward two very different futures, according to a recent report from BlackRock, based on a survey conducted for it by the Economist Intelligence Unit, titled Common Challenges, Diverging Paths: winding down and building up in global defined benefit pension. The report, which secures responses from 300 funds …

CalPERS Hopes Other Funds Will Follow its GIPS Adoption

Having achieved compliance with CFA Institute’s Global Investment Performance Standards (GIPs) for the first time, for the year ending June 30, 2017, the California Public Employees’ Retirement System (CalPERS) hopes its adoption of the standards will spur other U.S. state pension plans to follow suit. “One of the reasons this is a big deal is …

Dear Reader

It is Market Group’s great pleasure to bring you the inaugural edition of Institutional Allocator. Institutional Allocator is an exclusive weekly news and information service that delivers informed perspective on the world’s institutional investment industry. Tailored to the information needs of asset owners and delivered primarily to a community of Markets Group Forum attendees,Institutional Allocator …