Retirement funds

Retirement funds

⁘ Retirement funds

We've analysed over 22 conversations from 7 companies.

Here's what you need to know about the sector of Retirement funds:

The overall message seems to be that while there has been recent volatility, experts generally advise maintaining long-term strategies for retirement savings¹ rather than reacting to short-term market movements. However, it's also important to be aware of changing economic conditions and adjust expectations accordingly.²

Real Estate Portfolio Update:

Outperformance: Despite negative return, top quartile performance over 5 years.

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Public Equity Portfolio Adjustments:

Regional Weights: Increase allocation to US and non-US developed markets.

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Private Markets Annual Update:

Regional Weights: Increase allocation to US and non-US developed markets.

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Real Estate Portfolio Update:

Sector Focus: Underweight office, focus on industrial and multifamily.

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ENRI Performance Review:

Alpha Generation: 430 basis points of alpha in energy and infrastructure sectors.

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Recent conversations:

On the market of Retirement Funds

FV

Investment committee meeting Q2 2024

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FV

Investment committee meeting Q1 2024

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FV

Investment committee meeting Q4 2023

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FV

Investment committee meeting Q3 2023

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FV
FV

But anyway, long time partner with the firm. It's been, it'll be 18 years next week. It's been 6 years since I've worked with you all, and I'm very excited to be back.

We discussed artificial intelligence, the value factor and investing in value stocks, emerging markets investing, as well as Europe.

We have before us the proposed minutes of the May 2024 Investment Management Committee meeting. Are there any recommended changes to the minutes as presented?

But anyway, long time partner with the firm. It's been, it'll be 18 years next week. It's been 6 years since I've worked with you all, and I'm very excited to be back.

✦ On retirement funds:

The retirement funds sector is a critical part of the financial services industry, focused on helping individuals save and invest for their retirement. It includes a variety of funds and plans, such as pension funds, 401(k)s, IRAs, and target-date funds, each with its own structure and benefits. These funds pool contributions from individuals, employers, or both, and invest in a diversified portfolio of assets like stocks, bonds, and real estate to grow the savings over time.

The sector is regulated to ensure the protection of participants' funds and offers tax advantages to encourage long-term saving. It plays a vital role in providing financial security for retirees, reducing the reliance on government social security programs.

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