PERSist

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How Could AI Help Public DC Plans?
How Could AI Help Public DC Plans?

When people hear “AI,” they often think of large language models and virtual assistants. But for public Defined Contribution (DC) plans, AI may prove just as valuable in areas like prediction, pattern recognition, workflow automation, and decision support. Continue Reading

Date posted06/29/2026


Strategies for Retaining Late-Career Employees
Strategies for Retaining Late-Career Employees

Due to the current labor market, many government employers are looking to provide older employees with incentives to work longer rather than retire. This article outlines several possible strategies to achieve this goal. Continue Reading

Date posted06/25/2026


The Overlap Between Missing Participants and Unidentified Deaths
The Overlap Between Missing Participants and Unidentified Deaths

This article highlights how integrating death identification and participant location efforts strengthens oversight, reduces risk, and supports more defensible fiduciary and supports more defensible fiduciary decision-making. Continue Reading

Date posted06/23/2026


A Governance Imperative: Why Pension Funds Need a Dynamic AI Policy
A Governance Imperative: Why Pension Funds Need a Dynamic AI Policy

The rapid advancement of AI creates new fiduciary, operational, and governance risks for pension systems. Developing a dynamic, principle-based AI governance is essential to protecting beneficiaries’ data, while safely streamlining efficiencies and enhancing returns. Continue Reading

Date posted06/15/2026


From Volatility to Stability: A Macro Hedging Approach for U.S. Pension Systems
From Volatility to Stability: A Macro Hedging Approach for U.S. Pension Systems

This report from Ortec Finance examines how macroeconomic developments, particularly declining interest rates, can translate into balance‑sheet risks for U.S. pension funds. Continue Reading

Date posted06/12/2026


Discount to Fair Value: How to Strengthen Pension Portfolio Resilience through Tech Secondaries
Discount to Fair Value: How to Strengthen Pension Portfolio Resilience through Tech Secondaries

This article explains how pension funds can access best‑in‑class, high‑growth, late‑stage private technology companies at significant discounts to public market valuations through a small-ticket secondaries manager. Continue Reading

Date posted06/10/2026


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