Asset Allocation October 26, 2026

Insurers Find Greater Use for ETFs

Exchange-traded fund usage has reached a record high among general account investors that are using the vehicles for several purposes.

Institutional Use of ETFs

A review of how the continued growth of ETFs is affecting institutional investors’ use of the structure in their portfolios, and for what?

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Pensions October 29, 2026

U.K. Autumn Budget Advances DC Consolidation, Lifetime Income Reforms

The Treasury aims to make defined contribution plan mergers easier, as well as mandating retirement income for plan participants.

Asset Allocation October 29, 2026

The Popularity of Tax Alpha is Growing Among High-Net-Worth Investors

Recent IRS notices suggest federal regulators are taking a closer look at some tax-alpha strategies and could impose additional restrictions.

Research October 28, 2026

Demographics, Market Complexity are Changing Family Offices

As family offices grow, new offices and next-generation principals may require more cash, more education, Bank of America research found.

Opinion October 28, 2026

Analytical Transparency: A Practical Path Forward for Private Assets in the Total Portfolio Era

The standard for what constitutes a prudent fiduciary process for private assets in defined contribution plans remains to be defined.

Research October 28, 2026

Institutional ETF Usage By the Numbers

Data from a 2026 Coalition Greenwich study show ongoing growth of exchange-traded fund holdings in institutional portfolios.

Asset Allocation October 27, 2026

Yale Endowment Delivers 26.3% Investment Return for FY 2026

Assets of the institution rose to $54.5 billion at the end of June.

Pensions October 27, 2026

Canadian Pension Giant Takes 20% Stake in Australian Investment Manager

OMERS bought nearly 20% of La Trobe Financial from Brookfield.

Newsmakers October 27, 2026

Pictet Asset Management Names US Institutional Distribution Head

Rick Bisignano will lead client engagement with asset allocators in the region.

Corporate Moves October 27, 2026

AI-Native Research Platform for Allocators Launches

ProAllocate aims to make asset managers’ insights more easily accessible for institutional investors.

Corporate Moves October 26, 2026

Apollo to Take Stake in Abu Dhabi’s Mubadala Capital

As part of the deal, the affiliate of the Abu Dhabi government’s sovereign fund will receive $5 billion in commitments for alternative strategies.

Regulation October 23, 2026

Broker/Dealer Firms Receive Green Light on Projecting Investment Performance, Targeted Returns from SEC

The Financial Industry Regulatory Authority originally filed the new marketing rule in February.

Asset Allocation October 22, 2026

Dartmouth Endowment Returns 17.5% in Fiscal 2026

Assets managed by the college rose to $10 billion at the end of June.

Pensions October 22, 2026

PBGC Updates Premium Rates, Guarantee Limits for 2027

Both measures will rise slightly more than inflation next year.

Asset Allocation October 21, 2026

PSP Investments and Nuveen Launch $790M Commercial Real Estate Joint Venture

The two firms will acquire open-air shopping centers across the U.S.

Opinion October 21, 2026

Why the SEC Should Reverse Course on Shareholder Arbitration Clauses

About 1 year after the Securities and Exchange Commission authorized the controversial option, SpaceX is the only IPO to include one.