PERSist

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Modernization Without Disruption: A Practical Roadmap for Mid-Market Public Pension Plans
Modernization Without Disruption: A Practical Roadmap for Mid-Market Public Pension Plans

Public pension plans can achieve meaningful modernization by addressing their most inefficient workflows first, then strengthening data governance, automation, and digital self-service. This approach enables continuous improvement while preserving operational stability and fiduciary focus. Continue Reading

Date posted10/27/2026


Understanding the Complexity Premium in Lower Middle Market Asset-Backed Specialty Finance
Understanding the Complexity Premium in Lower Middle Market Asset-Backed Specialty Finance

Learn why wider spreads in lower middle market asset-backed finance may reflect a complexity premium — not necessarily higher expected losses — and what that means for pension fund portfolios. Continue Reading

Date posted10/23/2026


Retirement Security Starts With Reliable Participant Data
Retirement Security Starts With Reliable Participant Data

How accurate participant data helps protect retirement security and ensure promised benefits are delivered. Participants move, change jobs, retire, and experience other life changes. Each change presents pension administrators with the same challenge: keeping participant records accurate. Continue Reading

Date posted10/21/2026


The Market in Transition
The Market in Transition

Markets have remained resilient in 2026, supported by strong global growth. But beneath the surface, leadership is shifting and inflation remains a source of uncertainty. Continue Reading

Date posted10/19/2026


Five Ways Public Retirement Plans Can Help Strengthen Their Members’ Retirement Readiness
Five Ways Public Retirement Plans Can Help Strengthen Their Members’ Retirement Readiness

The benefits public retirement systems provide are the foundation of retirement security, but preparation matters too. Effective education, planning tools and support resources can help members make informed decisions, set realistic goals and confidently prepare for the transition to retirement. Continue Reading

Date posted10/15/2026


The Limits of Knowledge and Financial Trust
The Limits of Knowledge and Financial Trust

While AI can improve planning through data analysis, risk monitoring, and operational efficiency, it cannot overcome the fundamental uncertainty of investing or reliably predict the future. Continue Reading

Date posted09/14/2026


Is Pension Capital the Missing Piece in U.S. Infrastructure Investing?
Is Pension Capital the Missing Piece in U.S. Infrastructure Investing?

There is a generational opportunity for U.S. governments to partner with investors of Australian pension capital to build the infrastructure that Americans will rely on into the future. Continue Reading

Date posted09/11/2026


The Sorites Paradox and Pension Governance: When Does a Small Problem Become a Big One?
The Sorites Paradox and Pension Governance: When Does a Small Problem Become a Big One?

Even stable pension plans are continually evolving as participants relocate, retire, and experience life changes. While each event may seem minor, their cumulative impact can significantly affect data accuracy and plan governance. Continue Reading

Date posted09/9/2026


The Intelligence Dividend: What AI Means for Portfolios
The Intelligence Dividend: What AI Means for Portfolios

As AI reshapes the macroeconomic landscape, pension fund leaders should understand how this investment cycle is influencing inflation, employment, and fixed income markets. Continue Reading

Date posted09/7/2026


Rethinking How Large Investors Benchmark Private Markets
Rethinking How Large Investors Benchmark Private Markets

Large pension systems should move beyond evaluating private markets solely against public market benchmarks and incorporate peer-based and PME benchmarking to better assess manager skill, portfolio construction and governance effectiveness. Continue Reading

Date posted09/4/2026


The Case for Listed Infrastructure
The Case for Listed Infrastructure

Infrastructure exposure is often associated with private (unlisted) funds that own assets directly. But listed infrastructure — the equities of publicly traded companies that own and operate similar essential, long-lived assets — can be an effective complement to private exposures. Continue Reading

Date posted08/31/2026


Total Portfolio Approach and Strategic Asset Allocation: Governance, Trade-Offs, and Considerations
Total Portfolio Approach and Strategic Asset Allocation: Governance, Trade-Offs, and Considerations

The Total Portfolio Approach (TPA) represents a shift from rigid asset allocation to a flexible, opportunity-driven framework that can improve agility and capital efficiency, but requires strong governance, culture, and investment capabilities to succeed. Continue Reading

Date posted08/28/2026