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Fiduciary Responsibility Paper

Fiduciary Responsibility

As Baby Boomers retire daily and the American population continues to age, one thing becomes clear: public pensions are poorly underfunded. States and cities are facing an impending funding crisis that will burden future generations and taxpayers for years to come. Beyond this, pension fund fiduciaries are increasingly pressured by outside stakeholders to manage the […]

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Pension Gap Calculator

Select your state of locality below and adjust the assumed rate of return and predicted mortality rate to see the effect of these changes upon their pension gap. Read about the Pension Gap Calculator Tool here.

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Blog

PRESS RELEASE: Pension Funds Should Not be Used as Leverage for Social Movements

May 8, 2019 | IPFI USA

FOR IMMEDIATE  RELEASE May 8, 2019            Pension Funds Should Not be Used as Leverage for Social Movements   The Institute for Pension Fund Integrity hosted a morning breakfast discussion on public pensions, proxy advisory firms, and the ESG investing with all participants ultimately agreeing that “pension funds should not be used as leverage for […]

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Public Pensions, Proxy Advisory Firms, And ESG Investing: Join IPFI for a breakfast discussion – May 8, 2019

May 1, 2019 | IPFI USA

You’re invited! Join IPFI for a breakfast discussion on Wednesday, May 8, 2019 at 8:15 am. RSVP Required. America’s public pensions are faced with increasing pressure from outside stakeholders to influence their investment strategies. This pressure includes everything from urging pensions to divest from various holdings, to the outsized influence that proxy advisory firms leverage […]

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IPFI Opposes NY Fossil Fuel Divestment Act

March 29, 2019 | IPFI USA

Institute for Pension Fund Integrity Opposes New York Senate Bill 2126, the Fossil Fuel Divestment Act   The Institute for Pension Fund Integrity has authored a letter of opposition to New York State Senator Liz Krueger and New York Assembly Assistant Speaker Felix Ortiz to express the organization’s position against the proposed Fossil Fuel Divestment […]

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Core Principles

Adherence to Fiduciary Responsibility

The Institute believes that officials residing over pension funds should be held to a high degree of fiduciary responsibility, consistently making decisions on investment that will benefit the long-term growth and security of the fund. Consistent dividend yield, resistance to market flux and strong corporate credit ratings are just a few variables that must be taken into account by these individuals. Often times outside interests have pressured pension funds and other entities to divest from certain investments under political pressures, which would subject pension funds to lower financial returns. This divestment would violate a pension fund’s fiduciary responsibility.

Balanced Economic, Social, and Governance (ESG) Factor Investment

Accounting for ESG factors in investments can prove to be advantageous with greater transparency and consistently high returns. With more than 80% of all corporations releasing ESG factor reports, options are plentiful for the investment of pension funds into holdings with positive ESG outlook. ESG factors should not dictate a political agenda for guiding public investment decisions.

Long term Pension-Fund Return

When investing with pension funds and other long-term payout entities it is imperative that long-term stock stability be sought after in the investment process. Part of the responsibility of the managers of pension funds is to identify long-term, low market volatility investments that will allow for prolonged growth and a sustaining of pension budget health for years on end.

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