Investment Rating - The industry investment rating is "Recommended (Maintained)" [1] Core Insights - The report focuses on the non-bank financial sector, particularly pension management and investment strategies [6][7] - Key players in the pension management space include CalSTRS, Brookfield, and NYSRF, with specific investment strategies and performance metrics highlighted [8][9] Summary by Sections Pension Management - CalSTRS has implemented risk-mitigating strategies with a target return of 7.7% for 2024 [6] - Brookfield Wealth Solutions is noted for its significant assets under management, with a focus on occupational pension funds [7] Pension Investment - The report highlights various pension funds' performance, including CalSTRS at 7.7%, HOOPP at 9.7%, and 407 ETR at 7.51% [8][9] - The investment strategies of major pension funds are discussed, emphasizing their allocation to public equities and other asset classes [9]
非银金融行业周报：海外养老金资讯跟踪半月刊：加拿大PSP Investments收购407高速公路部分股权
兴业证券·2025-03-21 13:43