September 2026
23Sep

US. NYC Pensions Eye Private Markets in $5 Billion Green Allocation

New York City Comptroller Mark Levine unveiled a plan to steer billions of dollars into private markets, characterizing the move as a shift designed to help the investor meet its climate-related goals while safeguarding returns. The Comptroller's Office's Bureau of Asset Management said the proposal targets three of the City's public pension funds: New York City Teachers' Retirement System (TRS), Employees' Retirement System (NYCERS) and Board of Education Retirement System (BERS), according to a statement on Wednesday. In all, the...

September 23, 2026
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23Sep

Private equity tops the table in CFA Institute retirement modelling

A 10 percent allocation to any one of five private market asset classes lifted the mean annual Sharpe ratio of a modelled target-date fund above an equities-and-bonds baseline over a 40-year accumulation period. Private markets in retirement plans: Returns, risks, and the importance of plan design, published in September by the CFA Institute Research and Policy Center, ran 10,000 Monte Carlo accumulation pathways for a stylised defined contribution plan using US-dollar return data from 1 January 2010 to 31 December...

September 23, 2026
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22Sep

US. Average Number of Retirement Plan Investment Options Growing

The average number of investment options in a retirement plan lineup has been increasing slowly over the last few years, according to data from PSCA’s Annual Survey. For years, the conversation was around reducing the number of options available so as to not overwhelm employees with too many choices which can lead to them not making a choice at all. The average number slowly decreased and then hovered at about 19 options for many years — about five years ago...

September 22, 2026
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21Sep

US. AI Boom Forces Pension Funds and Sovereign Wealth Funds to Reassess Portfolio Exposure

The AI rally is disrupting traditional diversification strategies at pension funds and sovereign wealth funds, with risk spreading beyond technology stocks into private equity, corporate bonds, and infrastructure. According to ChainCatcher, institutional investors are now re-evaluating their overall portfolio exposure to AI. Goldman Sachs estimated that AI infrastructure-related companies account for about 40% of the S&P 500's total market value, while Apollo data showed AI-related issuance has made up nearly half of investment-grade bond issuance this year and 87% of...

September 21, 2026
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18Sep

US. NYC pension funds make $300M affordable housing investment to help solve apartment shortage

Four New York City municipal pension funds are investing $300 million into a trust connected to the country’s biggest alliance of labor unions in an attempt to address a dire housing shortage in the five boroughs, Comptroller Mark Levine announced Thursday. The new investment in the AFL-CIO Housing Investment Trust marks the first allocation of its kind since Levine announced a plan to direct $4 billion in city pension funds over the next four years to build more apartments. “This is...

September 18, 2026
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15Sep

Chile pension reform: A new opportunity for investment managers

Pension reform in Chile, one of the most advanced retirement benefit markets in Latin America, is gathering pace. After the Chilean National Congress approved landmark pension reforms in January 2025, more detailed draft guidelines for their implementation are expected soon. These moves could, over time, lead to a hefty surge in assets under management (AUM) as contributions build, potentially creating new business opportunities for investment managers and their service providers. Launched in the 1980s, Chile’s private pension system is currently based on...

September 15, 2026
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15Sep

US. AFSCME and labor allies say ‘no’ to crypto in our pensions

AFSCME, other labor unions and pro-retiree allies are fighting back against the cryptocurrency lobby’s efforts to pass a dangerous measure called the CLARITY Act. This bill would make it easier for highly unstable and unregulated cryptocurrency to infect millions of workers’ pensions and 401(k) accounts – even if the workers don’t intend to invest in crypto. The CLARITY Act is a serious threat to our retirements and a threat to our entire economy. By making it easier for the crypto industry...

September 15, 2026
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11Sep

The world’s largest pension funds 2026

By Thinking Ahead Institute The Global Top 300 Pension Funds is Thinking Ahead Institute’s annual deep-dive into the world’s largest pension funds, produced with Pensions & Investments. For well over two decades, it has served as a rare longitudinal record of how these giants are evolving, and what that means for the industry at large. Get the report here    

September 11, 2026
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11Sep

What Drives Institutional Asset Allocation? Survey Evidence from Pension Fund Advisors

By Carolina Salva & Tim Alexander Kroencke We survey 28 leading Swiss pension fund consultants and asset managers to understand the factors and their ranking driving institutional asset allocation decisions. The risk tolerance of pension fund boards, target returns, and risk-free rates emerge as the most influential factors, while traditional portfolio theory predictors such as expected returns, volatility or individual risk aversion show limited practical relevance. Finally, we find that individual risk aversion of beneficiaries plays a limited role. Our...

September 11, 2026
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11Sep

Canada. Teachers pension plan pledges $10-billion in new investment in Canada by the end of 2027

Ontario Teachers’ Pension Plan is aiming to invest an additional $10-billion in Canada by the end of 2027, increasing the size of its $100-billion domestic portfolio. The $303-billion pension fund announced Friday that it intends to add new investments in both publicly traded equities and private assets. Early next week, hundreds of the world’s top financial sector CEOs and senior executives will gather in Toronto for the inaugural Canada Investment Summit, where Prime Minister Mark Carney will try to attract more...

September 11, 2026
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