October 2026
02Oct

How Population Ageing and Pension Insurance Shape Household Risk Investment: Evidence from China

By Xueyao Que, Zhen Wang & Chu Chen Against the backdrop of rapid population ageing and the ongoing expansion of China’s multi-tiered pension insurance system, understanding how to promote household risk investment has become increasingly important for fostering the development of the silver economy and improving household wealth allocation. Using data from the 2019 China Household Finance Survey (CHFS), this study empirically examines the effects of population ageing and pension insurance on household risk investment behaviour and explores the underlying...

October 2, 2026
Aging, Articles, , ,
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01Oct

UK’s Nest pension picks Wellington in £3.5 billion emerging market active equity shift

Britain's largest workplace pension scheme Nest has moved its entire £3.5 billion ($4.6 billion) in emerging ​market equities to US active manager Wellington Management, ending a focus on index investing to better manage sustainability risks, ‌an executive told Reuters. Nest, the £68 billion scheme into which more than 14 million workers are automatically enrolled, had invested the money passively for more than a decade, echoing a global market trend in which trillions of dollars have followed suit to save on...

October 1, 2026
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September 2026
30Sep

U.S. pension funds seen selling $33 billion in stocks in near-term: Goldman

Large institutional investors are moving in different directions this week as the month draws to a close, according to Goldman Sachs's trading desk. U.S. pension funds are projected to sell approximately $33 billion in stocks as September ends, Goldman Sachs said in a note Monday. This selling flow ranks in the 98th percentile of the firm's data dating back to 2000. At the same time, commodity trading advisors are positioned to buy around $11.5 billion in stocks globally if markets remain flat...

September 30, 2026
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30Sep

Pension funds urged to rescue Nigeria’s ailing healthcare system

With foreign funding for healthcare declining, pension funds and other domestic investors have been urged to put more money into Nigeria’s healthcare sector to help close the country’s growing financing gap. The call was made at a private markets and healthcare roundtable organised by HealthCap Africa in Lagos, where pension fund managers, regulators, development finance institutions, healthcare investors and operators examined ways to mobilise more private capital for healthcare. The meeting, with the theme ‘Healthcare as an Asset Class,’ identified pension...

September 30, 2026
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29Sep

New Sierra Club Analysis Shows U.S. Public Pensions Hold Billions in Fossil Fuel Bonds

Today, Sierra Club released a new analysis of public data published by Urgewald on fossil fuel bond holdings across 40 U.S. public pension funds, finding that fossil fuel debt remains embedded in public pension portfolios and available bondholding data are significantly incomplete. The analysis underscores that even if a public pension has a climate policy, emissions target, or other climate risk-management framework, it can still maintain substantial exposure to the debt of companies pursuing activities that contribute to systemic...

September 29, 2026
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29Sep

The ‘one thing worth doing this month’ if you’re near or in retirement, says the head of Ally Invest

National inflation has hovered above the Federal Reserve’s 2% target for the past five years. For retirement savers, this financial pressure has created a unique set of savings challenges, says Kunal Vaed, head of Ally Invest. One of the first steps? “It’s important to build a financial plan and revisit it regularly to dynamically adjust with the market. Many of our customers find it valuable to work with a financial adviser who can help craft their financial plan and make...

September 29, 2026
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28Sep

Why resilience should define pension scheme investment strategy in an uncertain world

For much of the past two decades, the task facing trustees and investment teams of defined benefit (DB) pension schemes was clear: repair deficits, manage risk and achieve funding stability. That discipline remains vital. But the world pension schemes now operate in has changed fundamentally, and so too must the way we think about investment strategy. The defining challenge today is not risk in the traditional sense. Risk can be modelled, hedged and priced. What schemes increasingly face instead is uncertainty:...

September 28, 2026
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25Sep

PSCA’s Annual 401(k) Survey

By PSCA PSCA's Annual Survey of Profit Sharing and 401(k) Plans, now in its sixth decade, offers the most comprehensive look at the defined contribution industry. The annual survey is used by plan sponsors to benchmark their plans and ensure they are meeting participants' needs and creating a competitive benefit. It is also used by advisors and providers to help plan sponsors evaluate their plans and by legislators and government officials when evaluating the impact of new regulations. Get the report...

September 25, 2026
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25Sep

Natural Buyers? Pension Funds and Treasury Exposure

By Aleksandar Andonov, Kristy Jansen & Joshua D. Rauh Long-maturity Treasury issuance reduces government rollover risk but depends on investors with structural demand for duration. We examine whether U.S. public pension funds, a $7 trillion sector, provide such demand, as is often presumed given their liabilities. Using security-level holdings, we show that Treasuries account for only 6% of pension assets and that total Treasury exposure, including derivatives, has a maturity of 8.0 years, only 1.3 years longer than marketable Treasury...

September 25, 2026
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24Sep

US. Public Pension Funds Commit $100B to Private Equity Strategies in 2025

Despite a slowdown in distributions from private equity funds to their limited partners, public pension funds are increasing their commitments to the asset class year-over-year. According to a report published this week by Nasdaq eVestment, public pensions committed $100.9 billion to private equity strategies in 2025, a 24% increase from $81.2 billion in commitments public pension funds made the year before. Through the first half of 2026, public plans had committed $31.9 billion to private equity. PE manager firm Advent International L.P.,...

September 24, 2026
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