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Resources

IPFI Issue Brief: Behind BlackRock’s ESG Shift

BlackRock, the world’s largest private asset manager, has over the past two years begun to shift its investment strategy, placing a much greater emphasis on environmental, social, and governance (ESG) factors and boosting the presence of ESG funds in its portfolios. In a newly released issue brief, the Institute for Pension Fund Integrity delves into […]

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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

Boston Mayor Marty Walsh Tapped to Lead Department of Labor

January 21, 2021

Continuing with his anticipated array of high-profile appointments, President Biden has tapped Boston Mayor Marty Walsh to serve as Secretary of Labor in the new administration. Serving as Mayor since 2014, Walsh has established a proven track record of supporting workers across the income spectrum, fighting to raise the minimum wage in Boston, boost apprenticeship […]

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Gary Gensler Reportedly Picked to Run SEC in Biden Administration

January 14, 2021

With one week until the inauguration, and tumult and impeachment drawing most of the attention of those in Washington, President-Elect Biden has continued to staff out his administration. While current events have kept many of the potential appointments off the front page, these picks are telling of the priorities and policies that may come to […]

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Two Countervailing Forces: Public Pensions and Climate Change

December 17, 2020

Times are changing, and the American public is realizing its role in contributing to climate change. One of President-elect Biden’s policy issues is climate change, saying that “We’re going to invest $1.7 trillion in securing our future so that by 2050 the United States will be a 100% clean energy economy with net-zero emissions.”  Biden’s […]

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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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