In The News

In The News
Is James Gorman Of Morgan Stanley The Next King Of Wall Street?

Jamie Dimon has long been considered the King of Wall Street for running the nation’s largest bank, JPMorgan Chase, for 15 years — profitably and for the most part scandal-free. But there’s competition afoot for the crown, and it’s coming from an unlikely source.

10.19.20
In The News
NM Investment Scandal Winds Down

Approval of settlement means state will never recover most of its losses.

10.19.20
In The News
ESG Funds Forecast To Outnumber Conventional Funds By 2025

New EU rules and growing investor focus on sustainability will fuel rapid growth, says PwC.

10.19.20
In The News
Milwaukee Pension Fund Sues Allianz Over $286 Million Loss

A pension fund for Milwaukee city employees sued Allianz Global Investors in Wisconsin federal court Friday, claiming the investment manager took a self-interested gamble early in the pandemic that cost the workers hundreds of millions of dollars of their pension savings.

10.19.20
In The News
Why Pension Bonds Are Creeping Back Into The Conversation

Proponents say the timing is right, while critics summon up memories of Blago’s misbegotten POB.

10.19.20
In The News
Think tank Calls For New York City To Overhaul Its Pension System

Manhattan Institute recommendations include paring back “unusually generous” benefits and transitioning new employees toward a defined-contribution system.

10.19.20
In The News
Does Government Legislation Favour DB Pensions Over DC Plans?

Looking back at all of the pension legislation stories we’ve written up during the coronavirus pandemic, I’ve noticed federal and provincial governments definitely favoured defined benefit plans over defined contribution plans in their various temporary regulations.

10.19.20
In The News
Next Generation Of Investors May Be Willing To Sacrifice Some Returns For Social Responsibility: Wealth Managers Should Take Note

A new more left leaning administration could help drive an uptick in demand for ESG investment products.

10.19.20
In The News
Market Volatility Drives Negative Return On NU Foundation Endowment

Although it reported broad support that drove fundraising to $320 million last year, the University of Nebraska Foundation reported a net loss on its main $1.3 billion endowment.

10.16.20
In The News
Billionaire Robert Smith Admits Evading Taxes For Years

Billionaire Robert F. Smith has been hailed as a brilliant investor who built Vista Equity Partners into a private equity powerhouse and a generous philanthropist lauded for paying off the student debt of Morehouse College’s entire graduating class last year.

10.16.20