Magazine Articles

Table of Contents |October 1993

Participant’s Preference

A new analytic tool, developed by JP Morgan Investment Management and four plan sponsors, attempts to quantify plan participants' priorities.
Table of Contents |October 1993

Funds and Games

Foundations and endowments are using mutual funds to extend professional money management over as much of their portfolios as possible.
Table of Contents |October 1993

Taking Aim

CALPERS' corporate governance team produces a target list of a dozen "low-performing" companies to work with every year. Here is how they do it.
Table of Contents |October 1993

Local Hero

David Bronner, Alabama's public pension chief, is a maverick investor and political kingpin. How far will he go?
Table of Contents |July 1993

A New Slate

PBGC head seeks balanced solution for underfunding
Table of Contents |July 1993

Beyond the Big Purse

Non-team sports, too, are making progress in the pension area. But they face a different set of challenges.
Table of Contents |July 1993

Quebec’s Heavyweight

Often regarded as the Canadian market's 500-pound gorilla, the Caisse de depot has emerged as a major global investor. In the process, it hopes to set a place...
Table of Contents |July 1993

Desperately Seeking Safe Harbor

404(c) now gives defined contribution plan sponsors limited safeguards against lawsuits by beneficiaries. But compliance standards are vague, and no one knows just how far the protections extend.
Table of Contents |July 1993

School’s In

Employee sophistication is a big concern for plans that want to qualify for 404(c) protection. Some are exploring more than one route to bring their participants up to...
Table of Contents |July 1993

One Big Pension Fund

Some leading multinationals are finding ways to consolidate their North American and foreign pensions.
Table of Contents |July 1993

The Case for Marketing Reps

A new industry has grown up to serve investment managers seeking tax-exempt business. How well they serve plan sponsors is another question.
Table of Contents |July 1993

Don’t Ignore Political Risk In Developed Markets

When institutional investors speak of political risk, they almost always have in mind the emerging markets of Asia, Latin America, Eastern and Southern Europe, the Middle East, and...
Table of Contents |July 1993

The Portability Problem

Beset by FAS 106 obligations, corporate benefit plans could use more help from their employees with funding. But without health benefit portability this may be hard to come...
Table of Contents |July 1993

Work In Progress

The Common Fund is trying to boost performance by College and university endowments in some new ways-through education, and by promoting global investing.
Table of Contents |July 1993

Team Work

Activist pension funds have some powerful new allies in unions like the Teamsters.
Table of Contents |July 1993

Northern Revolt

Taking a cue from their US Counterparts, Canadian public pension sponsors are learning to be shareholder activists.
Table of Contents |July 1993

Free Lunch Still Served

Amid a market that refuses to recover some Japanese pension funds are getting tough with their brokers and investment managers. But the network of cozy relationships is a...
Table of Contents |July 1993

The Numbers Game

Fixed-income analytics afford pension sponsors a more sophisticated knowledge of their portfolios. But few are ready to move up the curve.
Table of Contents |July 1993

Measurement Wars

Pension funds in search of improved performance measurement products now have new providers custodians. But the traditional providers, consultants, are fighting back.