May 6, 2024
Archives
Pension Design
- Nov, 2024
How Do We Pay Better Pensions To More People? Why The Variable Payment Life Annuity May Be Our Best Answer
- Apr, 2024
Providing Lifetime Income In A DC World: The Long And Winding Road
- Dec, 2023
Better Pensions For More People: The Road Ahead
- Dec, 2022
Pension Plan Design And Management In The 21st Century: Why And How We Need To Change The Conversation About Pension Reform
- Sep, 2022
'Your Hundred Year Life': A Film That Explains Why And How We Should Retire 'Retirement'
- Nov, 2021
Improving The Globe's Retirement Income Systems: How Are We Doing....And How Can We Do Better?
- Jun, 2021
Transforming Capital Accumulation Plans Into Lifetime Income Plans: From Hope To Reality At Last
- Nov, 2020
Benchmarking The Quality Of The Globe's Retirement Income Systems: What Are We Learning?
- Aug, 2020
Has A 'Sustainable DB Plan' Become An Oxymoron? Lessons From Canada, The UK, And The Netherlands
- Jun, 2020
Pension Plans And The 'Duty Of Impartiality' Rule: Implications For Plan Design
- Feb, 2020
Rethinking Retirement......Davos Style
- Jan, 2020
Return, Risk, Time-Horizon, And Pension Plan Design: Another Look
- Jul, 2019
Beyond DB And DC: Towards Retirement Income Plans For The 21st Century
- Oct, 2018
Saving Retail Retirement Savers: What It Will Take
- Aug, 2018
Can The Actuarial Profession Innovate? Another Look.....
- Mar, 2018
Solving The Annuity Puzzle: Towards Practical Solutions Benefitting All
- Nov, 2017
The Terms 'DB' And 'DC' Are Barriers To Pension Innovation: Time To Stop Using Them
- Apr, 2017
Integrating Pension Solidarity And Sustainability: Lessons From The Netherlands And Canada
- Nov, 2016
Designing And Delivering Effective Workplace Pension Plans: What The Financial Services Industry Could, And Should Be Doing
- Sep, 2016
Can The Actuarial Profession Innovate?.....Should It?
- Jun, 2016
Attaching Income-For-Life 'Back-Ends' to DC Pension Plans: Why The Time Has Come
- Feb, 2016
Solving the 'Annuity Puzzle: It's All In How You Ask The Question
- Oct, 2015
Improving Pension Plan Design: Rethinking Risk-Sharing
- Jun, 2015
Designing 21st Century Pension Plans: We're Making Progress!
- Jan, 2015
What Are 'Target Benefit Plans' And Why Should You Care?
- Oct, 2014
Personalizing Pension Design And Delivery: The Next Frontier
- Jun, 2014
Defining 'Defined Ambition' Pension Plans: Conclusions From An International Conversation
- May, 2014
Pension Plans For The Masses: Canada's Ontario Province Answers The Call
- Feb, 2014
Pension Plans For The Masses: Good Idea Or Pipe Dream?
Pension Governance
- Feb, 2024
Thoughts On Building An Effective Pension Governance Function: Two Differing Points Of View
- Oct, 2023
The Pension Governance Education Program Is Alive And Well: Why It Continues To Receive High 'Value For Money' Ratings
- Sep, 2023
Climate Models Built By Economists: Are They Materially Underestimating Climate Change-Related Risks?
- Jul, 2023
Will Artificial Intelligence Replace Me? What CHATGPT Knows About Pension Design, Governance, And Investing
- Jun, 2023
Do You Know How Much It Costs To Run Your Pension Organization?
- Apr, 2023
From Integrated Reporting To Value-Creating Organizations: How The Medium Is (Slowly) Becoming The Message
- Mar, 2023
Investing Retirement Savings: Do Pension Plan Member ESG/Sustainability Preferences Matter?
- Jan, 2023
Governance In The New Interdependent Instability Era: Is It Up To The Task?
- Jul, 2022
The Future Of Pension Management: Are We There Yet?
- May, 2022
'Asymmetric Information' Is The Biggest Problem In Pension Finance: Implications For Pension Design, Regulation, And Governance
- Apr, 2022
The Future Of Stakeholder Communications: Where Do Pension Organizations Go From Here?
- Feb, 2022
Scale And Governance: New Insights Into The Drivers Of Pension Fund Performance
- Dec, 2021
Now That COP26 Has Come And Gone: What's Next For Pension Organizations?
- Sep, 2021
Business Strategy For Pension Organizations: Priorities For The Next Decade
- Aug, 2021
Making Your Next Annual Report 'Clear, Concise, And Compelling': A Practical 'To Do' List
- Jul, 2021
Pension Funds And Organizational Reporting Frameworks: After A Year Of Good Progress.....What's New?
- Apr, 2021
The ‘Canadian Pension Model’: Past, Present, and Future
- Mar, 2021
The New Global Pension Transparency Benchmark: What Is It And Why Should You Know?
- Jul, 2020
Asset Owners And Organizational Reporting Frameworks: Time To Consolidate, Simplify, And Innovate
- May, 2020
Managing Pensions Through And Beyond The COVID-19 Pandemic: How Scenario Thinking Can Help Us
- Apr, 2020
Making Good Decisions In A Radically Uncertain World: The Case Of COVID-19
- Mar, 2020
Governance In Asset Owner Organizations: Still Room For Improvement
- Jun, 2019
Canada's Expert Panel Report On Sustainable Finance: What's In It For Asset Owners?
- May, 2019
Moving Asset Owner Organizations To Sustainable Investing: Advice From A Truly Expert Panel
- Apr, 2019
Creating Value For Stakeholders And For The Greater Good: How CBUS Super Uses The Integrated Reporting Framework To Tell Its Story
- Mar, 2019
Rethinking Asset Owner Performance Measurement: Insights From The Integrated Reporting Framework
- Feb, 2019
Is The Move To ESG Investing Fake Or Real? How Asset Owners Should Address This Question
- Jan, 2019
Telling Their Value-Creating Stories: Why Asset Owners Should Use The Integrated Reporting Framework
- Dec, 2018
The 'Canadian Pension Model' Under Attack: Can It Survive And Prosper?
- Nov, 2018
Is Your Fund Tobacco-Free Yet?
- Jun, 2018
Asymmetric Information, Investing, And Plan Member Wealth Extraction: New Evidence From Sweden And Australia
- May, 2018
The State Of Integrated Reporting In Pension Organizations: The Cases Of California Teachers' And Ontario Teachers'
- Dec, 2017
Is The Curriculum For The CFA Credential Fit For Purpose?
- Oct, 2017
Why Your Fund Should Be Tobacco-Free
- Aug, 2017
The 'Canada Model' For Pension Fund Management: Past, Present, And Future
- Jun, 2017
Managing Balance Sheet Risk: Do Pension Funds Know What They Are Doing?
- Feb, 2017
Australia's 'Value For Money' Benchmarking Recommendations: How Their Implementation Could Be 'Fast-Tracked' Around The World
- Dec, 2016
Good Governance Really Matters: New Evidence
- Oct, 2016
Governor Carney On Climate Change: Why Pension People Should Pay Attention
- May, 2016
Workers and Efficient Retirement Saving: Why 'Fiduciary Rules' Are Not Enough
- Mar, 2016
The Future of Pension Management: Integrating Design, Governance and Investing
- Aug, 2015
Does 'Culture' Matter In Pension Organizations?
- May, 2015
Measuring 'Value for Money' in Private Markets Investing
- Feb, 2015
Does Better Governance Produce Better Outcomes? New Evidence From The Corporate Sector
- Dec, 2014
The Evolving Meaning of 'Fiduciary Duty': Is Your Board Of Trustees Keeping Up?
- Nov, 2014
Measuring 'Value-For-Money' In Pension Organizations: A New Look
- Aug, 2014
Pension Funds and Integrated Reporting: A Progress Report
- Jul, 2014
Fixing the Pension Governance Deficit: Taking the Next Step
Pension Investing
- Oct, 2024
The New CFA Institute Treatise On Net-Zero Investing: The Missing Part Of The Story
- Sep, 2024
'Pension Fund Capitalism' And 'Ownership Investing': Are These Lofty Ideas Useful In Practice?
- Aug, 2024
A Pragmatic Theory Of 'Pension Fund Capitalism': Implications For Managing Pension Organizations
- Jul, 2024
Climate-Related Risks, Time Horizon, And Investment Policy: How Are They Best Integrated?
- Jun, 2024
Should Canada Require Its Pension Funds To Invest More Domestically?
- May, 2024
The Total Portfolio Approach To Institutional Investing: Fact Or Fiction?
- Mar, 2024
Travelling The Road To 'Pension Fund Capitalism': A Progress Report
- Jan, 2024
Improving Investment Models For Pension Funds: How Are We Doing?
- Nov, 2023
Peter Drucker's Pension Revolution In Action: How 'Canadian Pension Model' Organizations Use Private Markets To Create Value
- Aug, 2023
Winning The Global Battle Against Heat: A Plan For How Geothermal Power Generation Can Still Play A Critical Role
- May, 2023
Really Integrating 'Net Zero' Into Pension Fund Investing: What It Will Take
- Feb, 2023
Another Look At The New Interconnected Instability Era: Integrating Demography Into The Narrative
- Nov, 2022
Investing In The New Interconnected Instability Era: Only 'Adaptive' Strategies Will Succeed
- Oct, 2022
Introducing The Interconnected Instability Era: A New Context For Decision-Making In Pension Organizations
- Aug, 2022
Fixing Global Warming: A Possible Solution Getting Too Little Attention From Pension Funds
- Jun, 2022
Rethinking Pension Fund Investment Strategy: Why And How
- Mar, 2022
Pension Organizations In The 21st Century: Is Your Investment Model 'Fit-For-Purpose'?
- Jan, 2022
Investment Luminaries And Their Insights: The CFA Institute's 'Vertin Award' Recipients Have Their Say
- Oct, 2021
Grappling With An Unknowable Future: Statistics Or Stories?
- May, 2021
Rethinking 'Investment Beliefs'.....My 50-Year Journey
- Feb, 2021
Stretching The Time-Horizons Of Capital Users And Capital Suppliers: A Debate
- Jan, 2021
Measuring Short-Termism: Is The FCLT Global's New Study Using The Right Metrics?
- Dec, 2020
The Accelerating Move To Sustainable Investing: Real Or Imagined?
- Oct, 2020
'Sustainable Investing - A Path To A New Horizon': A New Book That Addresses Mark Carney's 'Tragedy Of The Horizon'
- Sep, 2020
Future-Proofing Pensions: Integrating The Wisdom Of John Maynard Keynes And Peter Drucker
- Dec, 2019
What Is 'Threshold Investing' And Why Should You Know?
- Nov, 2019
ESG Schizophrenia..........How To Cure It
- Oct, 2019
What Is 'Sustainable Finance' And Why Should You Know?
- Sep, 2019
Pension Funding And Investment Policies Under 'Radical Uncertainty': The Cases Of The USA, Netherlands, And Canada
- Aug, 2019
Rethinking Investment Risk: Why We Need To Go Beyond 'Volatility'
- Sep, 2018
Short-Term Vs. Long-Term Investment Risk: Really Understanding The Difference
- Jul, 2018
Rethinking Corporate Purpose And Performance Measurement: Why 'Shareholder Value Maximization' Is Misguided And What Should Replace It
- Apr, 2018
Redefining And Assessing 'Risk' Over Long Horizons: A Practical Approach For Long-Term Investors
- Feb, 2018
Why Long-Term Investors Need To Rethink 'Risk'
- Jan, 2018
Investing For The Long-Term: Now For The Hard Part.....
- Sep, 2017
'Fostering Long-Termism' In Investing: Are We Approaching A Tipping Point?
- Jul, 2017
Estimating The Equity Risk Premium: A New Look
- May, 2017
Fostering 'Long-Termism' In Investing
- Mar, 2017
Is Corporate 'Sustainability' Predictable?
- Jan, 2017
Our Journey Towards 'Long-Termism': Getting To A 'Tipping Point'
- Aug, 2016
The 3% Alpha Puzzle: Why So Few Institutional Investors Can Solve It
- Jul, 2016
Investment Returns In A 'Mature Capitalism' Era: What Are 'Reasonable Expectations' Today?
- Apr, 2016
Focusing Capital On The Long Term: From Talking To Walking
- Jan, 2016
'Active Investing': Three Possible Paths
- Dec, 2015
Professor Fama's Folly: 'Financial Markets Are Efficient'
- Nov, 2015
The 'Risk Parity' Phenomenon: An Interpretation
- Sep, 2015
Investing for the Long-Term: How Should We Measure 'Performance'?
- Jul, 2015
From an 'Unknown' to a 'Known': Managing Climate Change Risk
- Apr, 2015
Investing for the Long-Term: From Saying to Doing
- Mar, 2015
Rethinking Investment Beliefs for the 21st Century
- Sep, 2014
'Long-Termism' As The Dominant Investment Paradigm: Making It A Reality
- Apr, 2014
Thomas Piketty's 'Capital In The 21st Century': Its Relevance To Pension Fund Management
- Mar, 2014
The Fama-Schiller Nobel Prize Paradox: Why You Should Understand It
- Jan, 2014
The Double Bubble Blues Era Has Ended: Now What?