CalPERS' new value equity firms outperformed terminated managers

Kovaleski, Dave
March 2001
Pensions & Investments;3/19/2001, Vol. 29 Issue 6, p36
Reports the outstanding performance of the hired managers by the trustees at the largest pension fund in Sacramento, California. Termination of managers by CalPERS; Details on the performance of managers; Comparison of the managers; Concern of clients on departure of Brinson founder.


Related Articles

  • Springfield 911 Approves Consultant Search.  // Investment Management Weekly;4/9/2010, p3 

    The article reports on the Springfield Police Officers' & Firefighters' Retirement System Board of Trustees' approval of the search for an investment consultant.

  • Weekly Leads.  // Investment Management Weekly;12/5/2005, Vol. 18 Issue 46, p7 

    A list of U.S. pension trusts searching for fund managers for the week ending November 30, 2005 is presented. Data is given for the size, mandate and consultant of the funds.

  • Outsourcing investment policy. Shackleton, Karen // Pensions: An International Journal;Nov2011, Vol. 16 Issue 4, p266 

    This article focuses on the development of outsourcing arrangements by pension trustees, evolving from different types of providers into what is commonly known today as fiduciary management. This evolution is put into a historical context, with its beginnings in the United States, progression in...

  • Navigating stormy seas. Taylor, Damon // Super Review;Jun2008, Vol. 22 Issue 5, p16 

    The article discusses the outlooks of asset consultants and fund trustees to the superannuation market trend in Australia in 2008. Asset consultants believe that the superannuation market will become more challenging in the current year. Meanwhile, fund trustees see outperformance in the...

  • Investment Committee Training. Manganaro, John // Plan Adviser;Jun2014, p9 

    The article reports on the responsibilities of retirement plan investment committee members. Topics discussed include the need for defined contribution retirement plan advisors to train committee members, legal risks of fiduciaries or trustees not following the fiduciary framework laid out by...

  • Adding children may not be good idea. Cain, Alexandra // Australian Financial Review (0404-2018);7/23/2015, pS4 

    The article reports that investment advisors have claimed that adding children under the age of 18 to self-managed superannuation funds may not be a good investment move. Topics discussed include the legal responsibilities of SMSF members, the reasons why some families add children to SMSFs and...

  • Regulatory induced herding? Evidence from Polish pension funds. Kominek, Zbigniew // Economic Change & Restructuring;Feb2012, Vol. 45 Issue 1/2, p97 

    The paper documents herding among pension fund managers in Poland. Herding occurs despite the lack of an economically significant link between fund performance and the flow of new capital or members. To explain this phenomenon, the paper outlines a model that attributes herding to performance...

  • DIY super -- know your client's limitations. Burgess, Peter // Money Management;5/6/2004, Vol. 18 Issue 15, p38 

    Focuses on the importanc of ensuring client's understanding of responsibilites associated by being a superannuation fund trustee in Australia. Consideration of investment flexibility and tax planning in choosing a DIY fund; Separation of the assets of the fund from own personal asset; Duties of...

  • Being seen but not heard. Taylor, Mike // Money Management;3/10/2011, Vol. 25 Issue 8, p13 

    The article reports that the role of superannuation fund members is limited in the management of superannuation fund balances in Australia which are rebuilding to levels not seen since before the global financial crisis started in 2007-08. As reported, if the trustee boards of superannuation...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics