Asset Allocation August 3, 2026

Asset Allocation Issues

Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.

Family Office Investing

Consideration of how this type of investor is institutionalizing and starting to compete with larger institutions for talent and ideas.

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Asset Allocation August 25, 2026

Emerging Markets Lead Strong Q2 Rebound for Canadian DB Plans

The 6% quarterly return was spurred by double-digit global equities gains, according to RBC Investor Services.

Pensions August 25, 2026

SpaceX Fuels Ontario Teachers’ 9.5% H1 Return

But the stake may be a drag on Q3 results, as its value has plummeted by nearly $2 billion in two months.

Asset Allocation August 25, 2026

Labels Are Changing, Goals and Risks Are Not

The terminology ‘ESG’ might have gone away, but investors remain focused on the material risks of climate change.

Regulation August 24, 2026

Trustees, Retirement Platforms Top Australian Regulator’s Priorities for Fiscal 2027

The Australian Prudential Regulation Authority will take extra care in the continued reaction to two 2024 master fund collapses.

Opinion August 24, 2026

Peers in Their Place: Performance, Pay, and the Risks of Copy-Paste Governance

To get compensation right, it takes judgment, responsibility and understanding the kind of behavior an organization needs to incentivize.

Corporate Moves August 21, 2026

T. Rowe Price Acquires Fixed-Income Asset Manager F/m

The approximate $19 billion in acquired assets under management will more than double T. Rowe Price’s fixed-income exchange-traded fund assets.

Pensions August 18, 2026

Maryland SRPS Returns 13.19% in Fiscal 2026

Assets of the State Retirement and Pension System rose to $82.1 billion.

Corporate Moves August 18, 2026

Stone Point, Genstar to Hold Equal Stakes in Ascensus

GIC will remain an investor in the recordkeeper.

Asset Allocation August 18, 2026

Total Portfolio Approach Is a Spectrum, Not One-Size-Fits-All

Different investors can take different approaches to adopting a holistic portfolio view, according to a CFA Institute white paper.

Market Moves August 17, 2026

Norges Bank CEO Warns Disasters, Crises Could Wipe Out $2.4T SWF

Despite the downbeat warning, Norway’s Government Pension Fund Global returned 9.4% in the first half of 2026.

Pensions August 17, 2026

OMERS Returns 4.8% in H1, Rotates Tech Stocks

The Canadian pension fund slashed its shares in Apple, Amazon, Microsoft and Nvidia, but boosted its stakes in Meta, Micron, Intel and AMD.

Pensions August 17, 2026

A New Story Underlies July Corporate Pension Funding Gains

High interest rates offset low equity returns.

Market Moves August 14, 2026

Family Offices Face a Turning Point

With one-third of family offices expecting to transfer control in the next five years, a new generation will enter the business.

Regulation August 14, 2026

PBGC Makes Coverage Assessments for Prospective Pension Plans Permanent

The new program will allow employers to seek guidance on PBGC insurance coverage before establishing a defined benefit plan.

Pensions August 13, 2026

La Caisse Returns 5.1% in First Half of Year

The Québecois pension fund reported strong returns in equities and infrastructure, but fell short of its benchmark.