Special Coverage: Succession Planning

How public and corporate asset owners are finding the professionals to take over when veteran CIOs move on.

see updates from our news team >

Shop Talk February 1, 2023

Best Practices for CIO Succession Planning Require Long-Term Preparation

Carrying out executive transitions smoothly requires thoughtful processes established well in advance.

Special Coverage: Succession Planning

How public and corporate asset owners are finding the professionals to take over when veteran CIOs move on.

see updates from our news team >

Newsmakers February 2, 2023

More Than 100 Investment Organizations Sign CFA’s Diversity Code

Top-flight entities, from CalPERS to Cambridge Associates, pledge to boost DEI and track their progress.

Newsmakers February 2, 2023

Peter Branner Hired to Assume CIO Role at Abrdn

Abrdn, the Scotland-based global investment company, has appointed Peter Branner as CIO, effective May 1.

Manager Selection February 2, 2023

CalSTRS Promotes 2 to Senior Investment Director Roles

Geraldine Jimenez will be responsible for public markets, while Mike DiRe will oversee private markets.

Newsmakers February 2, 2023

LACERA Issues RFP for System’s Real Assets Emerging Manager Program

The $67.6 billion pension system is seeking a discretionary separate account manager to implement the Real Assets Emerging Manager Program.

Newsmakers February 1, 2023

Preparing an Internal Successor Requires ‘Looking to the Future’

A case study on internal CIO succession, with Carol Tusch replacing Bob Hunkeler at International Paper.

Shop Talk February 1, 2023

Inside or Outside? Where Do Successful CIO Candidates Come From?

Three looks at the different paths investment chiefs took to reach their present berths.

 

Pensions February 1, 2023

Canadian DB Pension Plans Lost Estimated 10.3% in 2022

The median loss was the highest reported since the 2008 financial crisis.

Risk January 31, 2023

Ackman Applauds the Trashing of Adani, but Won’t Bet Against It

Famed activist investor lately is backing away from aggressive battles.

Regulation January 31, 2023

PBGC Supplements Aid to Newspaper, Painter, Graphic Communication Pension Plans

The three pension plans had additional SFA packages approved Friday.

Research January 31, 2023

Slumping Leveraged Loans Are Expected to Rebound Late in 2023

M&A activity should come back in the second half, and so should this favorite borrowing instrument, according to JPM and Morgan Stanley.

Pensions January 31, 2023

PIMCO Investment Managers Tell SCERA They Expect Debt to Bounce Back in 2023

The $3.2 billion Sonoma County Employees’ Retirement System’s investment committee heard a discussion about the current state of fixed income.

Newsmakers January 31, 2023

Bloomberg Settles SEC Charges of Misleading Pricing Disclosures

Firm pays $5 million fine related to its BVAL service’s fixed-income pricing.

Pensions January 30, 2023

How to Boost Diversification, From 2 Wise CIOs

Investment chiefs Jonathan Grabel of LACERA and Thomas Richards of the University of Missouri explain how they have broadened their portfolios’ range of investments.

Research January 30, 2023

M&A Deals Predicted to Increase in 2023, Survey Shows

Katten survey indicates that with companies holding large amounts of unallocated capital, middle-market private equity dealmakers see financial services, technology and insurance acquisitions as big opportunities for 2023.

Pensions January 30, 2023

Swiss Pension Fund Publica Lost 9.6% in 2022

The $47.8 billion fund, which still outperformed its benchmark, blamed the decline on ‘massive upheaval’ of global financial markets.