Coverage, charts, video and research on Explainers for universal owners.
U.S. public pension systems show wide dispersion in funded status, from well-capitalized plans to structurally underfunded systems. Real-time tracking requires careful attention to actuarial assumptions and asset valuation methods.
British Columbia Investment Management Corporation (BCI) manages CAD 230 billion in retirement assets across four public sector pension plans, making it Canada's third-largest pension fund administrator and a critical institutional anchor for public sector retirement security in British Columbia.
A clear guide to the North Dakota Legacy Fund: its roughly US$13 billion in oil-tax savings, the constitutional 30% deposit rule, the 8% earnings payout, and who manages it.
A clear guide to the New Mexico State Investment Council: the roughly US$70 billion Land Grant and Severance Tax permanent funds, how oil royalties feed them, and how payouts fund public schools.
A clear guide to Trinidad and Tobago's Heritage and Stabilisation Fund: its dual mandate, its roughly US$6 billion size, how deposits and withdrawals are triggered, and who runs it.
A clear guide to the Timor-Leste Petroleum Fund: its size, the 3% sustainable-income rule, its Norway-style governance, and why overspending threatens to exhaust it by the mid-2030s.
A clear guide to the Brunei Investment Agency: the size of its reserves, how it is funded, and why it is one of the least transparent sovereign wealth funds in the world.
Say on pay allows shareholders to vote on executive compensation packages. This non-binding mechanism has become a critical governance tool for institutional investors to express views on pay alignment with company performance.
Shareholder rights form the foundation of corporate governance, granting investors voting authority and information access. Institutional holders increasingly exercise these rights through proxy engagement and stewardship initiatives.
Shareholder resolutions are formal proposals that institutional investors—pension funds, asset managers, and endowments—submit to corporations for voting at annual shareholder meetings. They serve as a mechanism for long-term capital owners to address governance gaps, sustainability practices, and s
Beta activism leverages the concentrated market power of index-tracking portfolios to influence corporate behavior. Unlike traditional activism, it relies on scale and coordination rather than concentrated stakes.
Proxy season represents the critical window when long-term asset owners exercise voting rights on corporate governance. Understanding shareholder voting mechanics and escalating engagement expectations is essential for institutional investors.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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