dakota’s Post

Stay ahead in the dynamic world of Public Pension investments with our April 2024 Public Pension Brief! 📝 This comprehensive edition provides key insights from over 125 public pension funds, offering a deep dive into recent commitments, asset allocations, and strategic shifts within major pension systems nationwide. 🌟 Highlights include significant moves in private equity, real estate, and infrastructure investments, and crucial leadership changes. ➡️ Stay informed on the latest trends affecting pension funds, gain actionable insights for your investment strategies, and access detailed commitments across all asset classes. Download your copy here! https://hubs.ly/Q02wp0wP0 #PensionFunds #InvestmentTrends #PublicPensions #AssetManagement #FundraisingNews

🌟 August 2024 Public Pension Brief is Here! 🌟 💼 Dakota has compiled the latest updates from over 125 public pension funds across the U.S. and beyond. With key insights into new commitments, asset allocation updates, and manager reviews, this edition is packed with valuable information for industry professionals! 📊 Download your copy of the Pension Brief here: https://lnkd.in/exEX4urp #PublicPensionInsights #FundraisingNews #InvestmentManagement

It's great seeing our latest pension performance data from the Nasdaq eVestment Peer Benchmarking solution being referenced by Pensions & Investments! If you are an institutional investor interested in knowing how your performances ranks relative to your peers (total portfolio or asset class), feel free to send me a message. Congrats to Debbie Gregory, CFA, the visionary behind this new launch and to the team that helped make it happen (Danny Bendelac Hugh Flynn)! #pensions #institutionalinvesting #benchmarking #publicplans

📈 We're thrilled to share the latest Q2 2024 Alternatives Pension Summary Report! This quarter saw a remarkable 10% increase in funds allocated by pension funds, reaching an impressive $38.4 billion. Key highlights include: ▶ Major investments by top pension funds like California Public Employees’ Retirement System and New York State Common Retirement Fund ▶ A strong interest in infrastructure investments, with $5.7 billion allocated in this sector ▶ Significant allocations in private equity, private credit, real estate, and more 🔍 Discover the trends and insights that can help shape your investment strategy. Download the full report now and stay ahead of the curve: https://lnkd.in/eKDBCG8z #FundraisingNews #PensionFunds #InvestmentInsights #PrivateEquity #RealEstate #VentureCapital #HedgeFunds

The funded ratio of the 100 largest U.S. corporate defined benefit pension plans rose to 103.4% in April, according to the Milliman 100 Pension Funding Index. But this success doesn't mean pension plans should take their eyes off their liability-driven investing strategy. Learn more. https://lnkd.in/eUYJWEEz

The funded ratio of the 100 largest U.S. corporate defined benefit pension plans rose to 103.4% in April, according to the Milliman 100 Pension Funding Index. But this success doesn't mean pension plans should take their eyes off their liability-driven investing strategy. Learn more. https://lnkd.in/edCRqZm7

Don’t miss our virtual roundtable on enhancing the presentation and disclosure of investments for pension plans! EN session: Sept 9 FR session: Sept 10 ✅ Share your insights directly with AcSB representatives and influence the future of pension plan reporting. Register now: https://ow.ly/82xy50SEiPI #AcSB #PensionPlans #VirtualRoundtable

Don’t miss our virtual roundtable on enhancing the presentation and disclosure of investments for pension plans! EN session: Sept 9 FR session: Sept 10 ✅ Share your insights directly with AcSB representatives and influence the future of pension plan reporting. Register now: https://ow.ly/k0Th50SvYQR #AcSB #PensionPlans #VirtualRoundtable

Great to see the views of The Society of Pension Professionals, as per our response to the Pensions Investment Review Call for Evidence, getting picked up in the media today, especially in PensionsAge, Professional Pensions and Corporate Adviser. https://lnkd.in/eKUJhX8g Our response highlights that we are keen to help find solutions that best serve the interests of all involved parties – policymakers, the UK economy and savers.  ·       As we have said previously, past performance is not a guide to future performance, but it is instructive when investing in the UK - the FTSE All Share Index grew by 63% between 31 December 2013 to 31 December 2023 whereas the MSCI World Index produced cumulative returns of 215% over the same ten-year period ·       The SPP agrees that scale can deliver improved investment but there are risks ·       Legislative change is necessary to better facilitate consolidation ·       LGPS asset pooling has been successful but there is more to do and the belief that consolidating into fewer, larger LGPS Funds will result in increased investment in UK assets is not guaranteed You can read The Society of Pension Professionals response to the Call for Evidence in full here: https://lnkd.in/edc956ia #pension #pensions #retirement #investment #investing #productivefinance #spp #government #policy #finance

SIPP Case Studies 📚 Case studies are a great way to illustrate specific self invested personal pension (SIPP) scenarios and highlight salient points. Each of our case studies demonstrates how our services can help at every stage of the SIPP pension life-cycle. See more 🔗: https://lnkd.in/eEB2Ruqz