Each year, Amundi and CREATE interview pension plans to highlight topics shaping the pension ecosystem. As pension investors transition to a new regime, this year, one question is at the top of everyone’s minds: where will the returns come from? The 2024 survey takes a closer look at two of the potential answers in this…

Marcie covers their relatively large weighting to non-US equities, approach to PE/debt, and why their infrastructure allocation is likely to increase. She also shares her own story of ascending up the ranks as a woman without a university degree.

In this webinar, we will review new PGIM research that takes a broader lens to consider asset classes not typical in DC portfolios. We will give examples of two alternative asset classes, commodities and real estate, that are currently underutilized and explain how taking a longer-term perspective may lead to more optimal…

Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund manager.

In this episode, the CEO of the world's biggest educator-only pension fund discusses their allocation strategy and how it's evolving in 2023.

The Auto IRA concept has been one of the most influential proposals to address gaps in the current US retirement system, namely the persistent coverage gap for small private-sector employers.

In this episode, we’re joined by David C. Brown, Associate Professor of Finance at the University of Arizona, for a deep dive into the mechanics, performance, and pitfalls of target date funds (TDFs)—the most common investment vehicle in U.S. retirement accounts.

Joined by Sue Brake, former CIO of the Future Fund and Board member at NZ Super Fund and Stephen Gilmore, Chief Investment Officer at CalPERS, we unpack the practical and cultural changes required to implement TPA, from breaking down silos to fostering joined-up thinking.

Vanguard’s Janel Jackson discussed the firm’s strategic initiatives in the ETF market and more with Bloomberg.

Jon Glidden is the CIO of Delta Air Lines, where he oversees the company’s $16 billion pension fund. Jon joined Delta in 2011, when the plan had $7.5 billion in assets, a $13 billion underfunded liability, and the highest actuarial expected rate of return (9%) of any company in the S&P 500. Despite funded status that…

Brad Briner is the leading candidate for the Treasurer of North Carolina in the upcoming November election, a role that includes managing the state’s $115 billion pension fund. Brad put himself in the ring for the seat after twenty-five years of investment experience, serving most recently as Co-CIO of Willett Advisors,…

Jase Auby is the Chief Investment Officer of the Teacher Retirement System of Texas, where he oversees the $200 billion pension fund that’s the fifth largest in the U.S.

Building retirement security for generations to come will require not only a solution to the Social Security funding crisis, but continued support for the broader retirement savings system. Are changes coming to the US retirement age, tax deductions, or other government policies? In this episode, The Outthinking Investor…

PGIM’s podcast, hosted by Josh Cohen, Head of DC Client Solutions, explores the origins, evolution & trends within the employer-based retirement system.

David Eichhorn is the CEO and Head of Investment Strategies at NISA, a $400 billion employee-owned asset manager of risk-controlled fixed income and derivative overlays that is widely respected for its highly collaborative client relationships. The firm is one of the largest derivative overlay managers in the world and the…

Julija Kod, Senior Investment Consultant and Defined Contribution expert, shares Wilshire's mid-year update on the current regulatory landscape plus key trends in the defined contribution (DC) plan industry.

An in-depth look at the 401(k), with Ted Benna, father of the 401(k), and Richard Stanger, author of the insert to the US tax code that changed retirement.

As we wrap up season 2 of the podcast, Josh Cohen and guest co-host Michael Kreps come full circle to discuss alternative approaches to the U.S.’s employer-based retirement system. Instead of employers playing the role of the plan sponsor, what if the Federal Government stepped in? Or, what about the private sector? We…

The future of defined contribution retirement savings will be marked by two key concepts: putting individual investors first and constantly innovating.

The next time you’re browsing through your 401(k) statement, consider this: If not for the collapse of a once-iconic car company in the 1960s, your retirement plan may look dramatically different.