Understand the ‘J-Curve’ Effect of Program Maturity on Private Equity Fund Fee Benchmarking

Understand the ‘J-Curve’ Effect of Program Maturity on Private Equity Fund Fee Benchmarking

The question of whether program maturity distorts private equity fee benchmarking has important implications for how institutional investors interpret cost comparisons across peers. This research paper examines how the age and deployment stage of private equity...
Understand the ‘J-Curve’ Effect of Program Maturity on Private Equity Fund Fee Benchmarking

Understanding Two Distinct Sources of Data for U.S. Defined Contribution Retirement Plans

The question of which data source to trust for retirement plan cost benchmarking has significant implications for plan sponsors’ fiduciary decisions. This research paper compares two commonly used data sources—the US Department of Labor’s Form 5500...
Understand the ‘J-Curve’ Effect of Program Maturity on Private Equity Fund Fee Benchmarking

The Impact of Service Models on Pension Administration Costs: A Global Perspective

The cost of administering benefits for large Defined Benefit (DB) pensions varies significantly worldwide, from an average of £34 per member in the U.K. to an average of $180 CAD in Canada. This whitepaper quantifies these cost differences, considering factors like...
Understand the ‘J-Curve’ Effect of Program Maturity on Private Equity Fund Fee Benchmarking

Should Canada Require its Pension Funds to Invest More Domestically?

This report examines the domestic vs. international breakdown of investments for Canadian pension funds, and barriers to domestic investment. It finds the proportion of Canadian listed equity and fixed income holdings is relatively high compared to the global share of...