How 401(k) could transform private equity

$14 billion pension seeks secondaries for new PE mandate. The fund is setting aside 3% of its portfolio for private equity and is soliciting proposals to build the exposure. #Secondaries #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/ee3mtXx8

Is Fiduciary Management still relevant for smaller pension schemes nearing endgame? As schemes approach endgame, the need for agility, oversight, and governance support becomes even more critical. This article explores how Fiduciary Management can help smaller schemes stay responsive to market shifts, manage funding positions more effectively, and navigate increasing regulatory pressures. 👉 Read the full article: https://bit.ly/46tdAV4 Investment involves risk

For small schemes approaching endgame, the need for oversight and governance support is increasingly crucial. In my colleague Chris Haywood's article below, we consider how Fiduciary Management is as beneficial now for small schemes as it ever was - if not more so! If you have a small scheme that you think we might be able to help with, I'd love to have a conversation with you.

It's been 6 months since I joined Charles Stanley and I've noticed some interesting benefits to the fiduciary model - in particular for smaller schemes nearing endgame - that I perhaps didn't fully appreciate before moving across. I wanted to highlight a few of these in a short blog below - enjoy!

401(k)s meet Private Equity More choice = more potential growth. But also = more complexity. See the full breakdown in EisnerAmper’s article: https://okt.to/wNp4Dz #401k #RetirementPlanning #Investments

A new KKR whitepaper is out, and it’s a must read, particularly for the forward-thinking CIOs working to future-proof portfolios through alternative credit solutions. The piece examines how U.S. corporate pension plans have entered a new era. With many plans now fully funded or close to it, my colleagues share a framework for CIOs to help shift from defense to offense through alternative credit solutions that can maintain strong downside protection while positioning portfolios to sustain returns in today's dynamic interest rate environment. https://go.kkr.com/4gq64h8

Funding Trend Alert 🚨 Public pension funds just cut private credit allocations by 18%. That’s not just a number—it’s a signal. When institutions with long-term obligations step back, it’s a reminder for all of us: ✔️ Don’t chase the hottest asset class. ✔️ Diversify across strategies. ✔️ Remember that discipline IS strategy. Private credit is still powerful, but smart capital knows when to lean in—and when to pull back. What’s your take: Are investors being cautious or smart? #FundingTrends #PrivateCredit #CREFunding #BusinessFunding #SmartCapital #KimCNDuncan #DigitalFinancialTechnology"

A new KKR whitepaper is out, and it’s a must read, particularly for the forward-thinking CIOs working to future-proof portfolios through alternative credit solutions. The piece examines how U.S. corporate pension plans have entered a new era. With many plans now fully funded or close to it, my colleagues share a framework for CIOs to help shift from defense to offense through alternative credit solutions that can maintain strong downside protection while positioning portfolios to sustain returns in today's dynamic interest rate environment. https://go.kkr.com/4pjMYgD

Innovation is welcome—discipline is non-negotiable. With big firms exploring ways to add private assets (like private equity or private credit) into default retirement options such as 401(k) target-date funds, there’s both excitement and responsibility. If this shift happens, plan sponsors and managers must safeguard three essentials: ✅ Suitability & glidepaths – making sure investments match people’s age, goals, and retirement timeline. ✅ Fee discipline – keeping costs fair so returns go to savers, not just managers. ✅ Liquidity stress tests – ensuring people can access their money when they need it. At Blu Capital, our approach is simple: 📊 Evidence-based allocation 📝 Clear and transparent reporting 🤝 A fiduciary duty to always put clients first Because innovation only matters when it truly serves investors. #Fiduciary #RiskManagement #PortfolioConstruction #ImpactInvesting

A new KKR whitepaper is out, and it’s a must read, particularly for the forward-thinking CIOs working to future-proof portfolios through alternative credit solutions. The piece examines how U.S. corporate pension plans have entered a new era. With many plans now fully funded or close to it, my colleagues share a framework for CIOs to help shift from defense to offense through alternative credit solutions that can maintain strong downside protection while positioning portfolios to sustain returns in today's dynamic interest rate environment. https://go.kkr.com/48gjpq5