Larry Rothman

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Data Editor at Pensions & Investments

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Articles

Buyout funds top this year’s pension fund private equity hiring

5 days ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE June 03, 2025 01:54 PM Tweet Share Share Email More Reprints Print Pension funds have made 321 private equity hires totaling $41.2 billion through the first five months of the year, based on data collected by Pensions & Investments. That compares with 641 hires totaling $57.8 billion for all of 2024.
U.S. equities face challenging future - BlackRock Investment Institute

1 week ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 29, 2025 01:02 PM Tweet Share Share Email More Reprints Print The BlackRock Investment Institute recently published its quarterly capital market assumptions. Citing uncertainty created by a global economic transformation quickened by U.S. policy changes, it has created two sets of assumptions for the first time.
Private equity evergreen funds projected to grow rapidly

1 week ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 28, 2025 03:13 PM Tweet Share Share Email More Reprints Print Private equity drawdown funds (traditional closed-end funds with capital calls and a fixed lifespan) had $5.8 trillion in assets under management at the end of 2024, according to PitchBook. Evergreen funds, or open-ended funds with unlimited lifespans, had roughly $200 billion in AUM.
Most DC plan sponsors don’t offer ESG funds

2 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 23, 2025 11:55 AM Tweet Share Share Email More Reprints Print Three-quarters of defined contribution plan sponsors didn’t offer an environmental, social and governance fund, nor did they have plans to add one, based on responses to Callan Institute’s 2025 Defined Contribution Trends Survey that it conducted in late 2024.
Pension fund equity allocations favor information technology, financials

2 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 21, 2025 01:35 PM Tweet Share Share Email More Reprints Print The information technology sector had the largest weight in select pension funds’ aggregate equity portfolios as of March 31, accounting for nearly a quarter of the equity assets, based on Bloomberg’s analysis of 55 pension plans’ quarterly 13F filings with the SEC.
House bill projected to add trillions to U.S. deficit

2 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 20, 2025 01:50 PM Tweet Share Share Email More Reprints Print In January, before the Trump administration came into office, the nonpartisan Congressional Budget Office published its 2025-2035 Budget and Economic Outlook.
Timing of Fed’s interest rate move uncertain

3 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 23, 2025 10:24 AM Tweet Share Share Email More Reprints Print The Federal Reserve continued to pause interest rate cuts following this month’s meeting. While citing solid economic activity, the Federal Open Market Committee noted the uncertain outlook. Recently, Chair Jerome Powell stated in a speech that the U.S. may have more frequent supply shocks and volatile inflation.
Core real estate fund returns show signs of stabilizing

3 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 16, 2025 10:48 AM Tweet Share Share Email More Reprints Print Core real estate funds, measured by the NCREIF Fund Index–Open End Diversified Core Equity, posted about a 1.1% first-quarter gross return (0.9% net return). Prices were essentially flat, contributing roughly 0.1% to the gross return, while income accounted for 1%.
Active U.S. equity funds struggle to consistently outperform benchmarks

3 weeks ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 15, 2025 11:42 AM Tweet Share Share Email More Reprints Print The percentage of U.S. active exchange-traded funds and mutual funds that outperformed benchmarks annually drops dramatically with each passing year, according to S&P Dow Jones Indices’ SPIVA U.S. Persistence Scorecard.
Endowments and foundations continue favoring alternative assets

1 month ago | pionline.com | Larry Rothman

Breadcrumb Home INTERACTIVE May 08, 2025 12:41 PM Tweet Share Share Email More Reprints Print Endowments and foundations had more than 35% of their portfolios invested in alternative assets at the end of 2024, according to Preqin’s Institutional Allocation Study 2025. Private equity was the largest alternative asset class with a 16.9% allocation, followed by hedge funds at 12.9%.