Blog
Archive March 2025
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What's New from NCPERS?
With spring in the air here in our nation's capital, we're spotlighting new resources, announcements, and upcoming events from NCPERS for pension leaders and stakeholders across our membership.
Meet Jessica Ransome, NCPERS’ Education Associate
Jessica plays a critical role in shaping educational content for the public pension community.
Best Practices for Monitoring Your Securities Portfolio in 2025
By: Adam Savett, Wolf Popper
Your investment portfolio will suffer a loss as a result of corporate fraud or mismanagement. It is a question of when, not if, your portfolio will suffer such a loss. This is true whether your portfolio is invested in public equities or fixed income instruments. As fiduciaries, institutional investors have a responsibility to monitor their investment portfolios, protect and maximize their assets, and ensure that no money that should have been awarded to their funds are left unclaimed.
Creative Ways to Use AI for Member Communications
By: Jon Stuckey, Segal Benz, a member of the Segal family
Public retirement systems often need to convey intricate and detailed information about benefits in member communications. This article discusses how embracing generative AI in member communications offers a wealth of opportunities to enhance engagement, clarity, and efficiency.
Behind the Scenes with FPPA CIO Scott Simon: Investment Opportunities and Challenges for Public Pensions
- By: admin
- On: 03/21/2025 09:48:00
- In: Public Pension Profiles
- Comments: 0
Strategies for Addressing Common SEC Fair Fund Recovery Challenges
By: Michael Lange, Financial Recovery Technologies
To participate in SEC Fair Funds, public pension funds must navigate strict documentation and procedural requirements, which can make recovery opportunities more difficult – but also potentially significant if adhering to best practices. Proper planning, communication, and understanding of SEC policies are crucial for maximizing participation and successful claims.
Artificial Intelligence and Plan Governance Considerations
By: Scott Miller, Segal
Even with the rapid adoption of Artificial Intelligence, many plans are delaying taking action to incorporate AI guidance into their governance documents. Learn why that is a potential problem and what steps plans should take right now – even if they do not want to adopt AI as a tool.
Cut and Run? Not So Fast... Private Credit and the Fed
By: Andrea Picard, Golub Capital
This piece helps investors understand what impact future Fed actions may have on the direct lending asset class, given its floating rate structure, and makes the case for maintaining a core direct lending allocation throughout the interest rate cycle.
Efficient Credit Hedging With the Quality-Junk Factor
By: Michael Green, CFA, Portfolio Manager & Chief Strategist David Berns, PhD, CIO & Cofounder, Simplify Asset Management
The credit crisis that emerged in the mortgage market in 2007-2008 brought credit hedging into the spotlight, revealing both its potential and its pitfalls. While instruments like Credit Default Swaps (CDS) once promised asymmetric returns, regulatory shifts and policy changes have diminished their effectiveness. With high costs and underwhelming results, investors are left questioning whether credit risk can still be hedged efficiently. This blog explores how a long-short approach to the quality-junk (Q-J) factor could offer a more effective solution in today’s challenging credit environment.
Upcoming Public Pension Plan Mortality Study
When public pensions have accurate data on the average life expectancy of their participants, they have a clearer picture of the plan's fiscal health and funded levels. This in turn allows for more informed decision-making that will ultimately contribute to the long-term sustainability of public pensions across the country.