Tag Archives: pension funds
Closing the Retirement Gap with Indices
How can indices help retirees achieve retirement income goals? Nobel Laureate and Resident Scientist at Dimensional Fund Advisors, Dr. Robert Merton joins S&P DJI’s Dan Draper and Aye Soe for a deep dive into the U.S. retirement ecosystem.
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401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, Financial Advisors, fixed index annuities, indexing, insurers, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
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- 401k, Aye M. Soe, Dan Draper, DB plans, DC Plans, defined benefit plans, defined contribution plans, Dr. Robert Merton, ESG indices, FIAs, Financial Advisors, fixed index annuities, indexing, insurers, LDI, Liability driven investing, multi-asset indices, multi-factor indices, passive investing, retirement annuities, retirement planning, S&P 500, S&P Dow Jones Indices, S&P Stride, SECURE Act, Target Date, target date indices
Pension Fund Industry in Mexico: Analyzing the S&P/BMV Mexico Target Risk Index Series across Different Economic Crises
It is unnecessary to give an update on today’s economic situation since most already have a wealth of information over the repercussions of the COVID-19 pandemic. I will instead focus on another major concern: how have pension funds performed, and furthermore, are there similarities in how they have performed during other crises? After the S&P/BMV…
The World’s Largest Pension Fund Engages in Carbon Disclosure
This blog post was co-authored with Dr Richard Mattison, Chief Executive Officer, Trucost, part of S&P Global On Sept. 25, 2018, Japan’s Government Pension Investment Fund (GPIF)—the world’s largest pension fund—announced its selection of two new low-carbon indices, the S&P/JPX Carbon Efficient Index and the S&P Global Ex-Japan LargeMid Carbon Efficient Index, with an allocation…
ESG Meets Behavioral Finance: Part 1
Behavioral economics has had a transformational effect on the fortunes of millions of people saving for retirement through the introduction of auto enrollment, default plans, and “save more tomorrow” schemes. In a series of blogs, I will explore how insights from behavioral economics could be used to revolutionize ESG investing, providing critical levels of capital…
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New Year’s Resolution: Lose Weight…in Carbon
Global emissions of carbon dioxide (CO2) would have to fall by about 60% by 2050 to limit the increase in average temperature to 2°C above pre-industrial levels. Over the last 40 years, CO2 emissions have mostly risen or remained flat, and fallen only following major economic crises. Add to this a global population that is…
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New ESG concepts evolved; Decarbonization was the word in 2015
New concepts of ESG are evolving The biggest shift since the beginning of 2015 has been that the asset owner ideology has changed to involve concepts such as “Impact Investing”, “Natural Capital”, and “Universal Owner”. We have seen initiatives from pension investors that provoked a visible shift away from a purely financial viewpoint to one…
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