Asset Allocation
The Big Shift
How consolidation and other forces changing the asset management industry are affecting different categories of institutional asset allocators.
News Archive: Feb - 2026
Asset Allocation
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
Corporate Moves
AT&T Agrees to Allow Shareholder Proposal Submitted by NYC Pension Funds
Four New York City pension funds will drop their complaint after AT&T agreed to allow its shareholders to vote on workforce demographic disclosures at its annual meeting.
Newsmakers
Former Alaska Permanent Fund CEO Joins Star Mountain Capital
Angela Rodell will be a senior adviser at an employee-owned investment firm managing approximately $4.5 billion in assets.
Pensions
Equities, Gold Drove Wyoming Retirement System’s 17.8% Return in 2025
WRS assets surpassed $13.1 billion at the end of the year.
Regulation
Senate Democrats Introduce Bill to Bar Institutional Investors From Buying Single-Family Homes
The legislation came on the same day President Donald Trump, in his State of the Union speech, said: ‘We want homes for people, not corporations.’
Corporate Moves
Victory Capital Makes Competing Bid for Janus Henderson
The consideration of $57.04 per share is 16% greater than Trian’s acquisition bid.
Asset Allocation
MFS President: We Are Seeing Unintended Consequences of Passive Investing
Citing Vanguard’s Jack Bogle, Carol Geremia told investors that a better balance between active and passive investments is needed.
Research
Insurers Plan to Increase Alts Allocations
Carriers have an optimistic outlook but are also signaling caution by reducing risk, according to Conning.
Pensions
OMERS Returns 6% in 2025, Dragged by Private Equity
The assets of the Ontario Municipal Employees Retirement System rose to $106 billion at the end of December, as equities and real estate gained.
Asset Allocation
Commercial Real Estate Investors See a Rebound Ahead
Leasing activity is picking up for a sector emerging from several years of headwinds.
Asset Allocation
Private K-12 Schools See Double-Digit Returns, Uptick in OCIO Use
Independent school endowments saw an average 11.5% return in fiscal 2025, with more than half outsourcing various investment functions, according to Commonfund.
Regulation
Markets Welcome Supreme Court Decision Striking Down Tariff Authority
The court dealt a blow to President Donald Trump’s economic agenda, with markets largely reacting positively.
Pensions
La Caisse Renews Plan to Help Québécois Companies Adopt AI
The pension fund is partnering with applied artificial intelligence firm Vooban to support growth and productivity in the province.
Regulation
SEC Proposes Easing Fund Reporting Requirements, Extends Compliance Deadlines
The changes would reduce ‘reporting burdens,’ according to the agency.