PERSist

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How Your Public DB Plan Compares At Year-End 2025
How Your Public DB Plan Compares At Year-End 2025

This article provides public Defined Benefit (DB) plan fiduciaries with the data to benchmark their plans compared to peer plans, over time and by size. Continue Reading

Date posted06/8/2026


Safeguarding Pension Assets in Turbulent Markets Through Affordable Housing
Safeguarding Pension Assets in Turbulent Markets Through Affordable Housing

The article argues that investing in affordable housing can generate market rate returns, especially as downside protection in a turbulent market. Affordable housing is emerging as a resilient, alpha-generating real estate strategy due to powerful economic and demographic trends. Continue Reading

Date posted06/3/2026


Modernizing Retirement and Pension Administration: From Complexity to Agility
Modernizing Retirement and Pension Administration: From Complexity to Agility

Modern retirement and pension administration is under pressure from changing demographics, regulation, cybersecurity, and digital expectations, exposing the limits of legacy systems and business processes. Continue Reading

Date posted06/1/2026


Cost Efficiency and Investment Governance for Public Pension Plans
Cost Efficiency and Investment Governance for Public Pension Plans

Public pension plans can improve net returns and fiduciary outcomes by adopting a rigorous Total Cost of Ownership (TCO) framework that uncovers hidden fees, optimizes costs across the full investment value chain, and strengthens governance through data‑driven oversight and ongoing compliance. Continue Reading

Date posted05/29/2026


Closing Loopholes in Investment Policy Statements
Closing Loopholes in Investment Policy Statements

The article examines how multi‑layer asset allocation ranges can help institutional investors close unintended risk gaps in their investment policy statements. Continue Reading

Date posted05/28/2026


The Strategic Case for Lower Middle Market Asset-Backed Finance
The Strategic Case for Lower Middle Market Asset-Backed Finance

Learn why lower middle market asset backed finance may be a compelling addition to pension fund portfolios, offering attractive yields, granular collateral, and embedded downside protection. Continue Reading

Date posted05/26/2026


Why Real-Time Mortality Is Essential
Why Real-Time Mortality Is Essential

Real-time mortality verification helps financial institutions avoid costly errors by ensuring they stop payments promptly when individuals pass away, reducing fraud, compliance risks, and administrative burden. Continue Reading

Date posted05/21/2026


Board Governance and System Modernization: A Shared Oversight Framework for Public Pension Leaders
Board Governance and System Modernization: A Shared Oversight Framework for Public Pension Leaders

Public pension systems face growing operational, cybersecurity, and reputational risks as legacy platforms lag behind rising member expectations, regulatory scrutiny, and workforce constraints, making modernization unavoidable. Continue Reading

Date posted05/18/2026


Why Japan's Structural Story Has Years to Run
Why Japan's Structural Story Has Years to Run

Learn about Japan’s structural transformation and explore thematic opportunities for investors. The article also highlights the potential of active management in a market riddled with inefficiencies. Continue Reading

Date posted05/15/2026


Beyond U.S. Exceptionalism
Beyond U.S. Exceptionalism

In today’s volatile markets, pension funds can strengthen portfolio resilience by diversifying alternative credit allocations across geographies and asset classes, reducing overreliance on any single market. Continue Reading

Date posted05/11/2026


Building Conviction in a World of Shifting Narratives
Building Conviction in a World of Shifting Narratives

By: Chandan Khanna, William Blair Investment Management Portfolio Manager Chandan Khanna explains why William Blair believes global markets present a landscape of opportunity for equity investors despite macroeconomic headwinds. Global markets present a landscape of opportunity for equity... Continue Reading

Date posted05/1/2026


A Structured Approach to AI Implementation Ensures Success
A Structured Approach to AI Implementation Ensures Success

Public retirement systems are moving AI from experimentation to execution. This article highlights how thoughtful planning, training, and project discipline can develop an AI strategy that helps to produce real results without relying on a single tool or vendor. Continue Reading

Date posted04/29/2026