Plan Sponsors’ Weak Returns

Institutional plan sponsors are charged with investing trillions of dollars on behalf of pension plans, endowments and foundations. As a result, the quality of the investment decisions made by these plan sponsors is of great interest and importance to a great many people.

Over the years, I’ve met with many institutional plan sponsors to discuss their investment strategy. These plan sponsors all have a fiduciary duty to their beneficiaries, and they take their jobs seriously. In my experience, they also all believe they are adding value through their investment decisions.

Are they right? Unfortunately, the evidence demonstrates that their decisions persistently destroy value.

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