Asset Allocation May 1, 2025

Market Volatility, Litigation Slow PRT Deal Flow

Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants.

DB Plans in Surplus

Large surpluses are leading corporate pension plan sponsors to evaluate options for the future of their plans.

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Surveys May 15, 2025

2025 CIO Outsourced Investment Manager Survey Now Open

A growing number of asset owners, plan sponsors, and institutional investors are turning to outsourced CIOs and 3(38) managers to support their investment oversight. We’re looking to better understand what drives these decisions and the value these arrangements provide.

Newsmakers May 15, 2025

PBGC Director Nominee Janet Dhillon Clears Senate HELP Committee

The Senate Committee on Health, Education, Labor and Pensions voted 12-11 to advance Dhillon's nomination to the full Senate. 

Regulation May 15, 2025

The Private Universities Affected by Proposed Tiered Endowment Tax

At least 41 colleges and universities would be subject to an expanded federal endowment tax, with several subjected to new, higher rates.

Manager Selection May 15, 2025

NBIM Commits $800M to Blackstone Logistics Real Estate Fund

The strategy will invest in warehouse properties across the U.S. and Canada.

Pensions May 15, 2025

British DC Pension Schemes Pledge 10% Alts Allocation by 2030

The U.K. Treasury’s Mansion House Accord aims to unlock more than $70 billion in domestic investments.

Newsmakers May 15, 2025

Chad Tredway Named Global Head of Real Estate at J.P. Morgan Asset Management

Tredway was promoted from his current position as head of real estate for the Americas.

Newsmakers May 14, 2025

Australia’s Future Fund Makes Leadership Appointments

Nancy Collins is joining as the fund’s new chief financial and chief risk officer.

Corporate Moves May 14, 2025

Neuberger Berman, PIF to Deploy $6B in Saudi Investments

The duo will launch a multi-asset program to support the growth of the asset management industry in Saudi Arabia.

Regulation May 13, 2025

House GOP Tax Plan Targets Private University Endowments, Private Foundations

The bill proposes increasing tax rates for private institutions with large endowments and private foundations with substantial assets.

Newsmakers May 13, 2025

Conning CIO: Insurance Investors Should Be Patient Amid Market Volatility

Cindy Beaulieu emphasizes the quality of U.S. assets and advises insurers to stay true to their strategies.

Newsmakers May 13, 2025

Angie Davis Named CEO of JPMorgan’s Timberland Unit, Campbell Global

Davis will succeed John Gilleland in October as chief executive of the $10.1 billion manager.

Market Moves May 13, 2025

Institutional Investors Drive Surge in Bond ETFs

BlackRock expects bond ETF assets to more than triple to $6 trillion worldwide within five years.

 

Corporate Moves May 13, 2025

Temasek, T. Rowe Price Among Investors in Benefits Provider, Broker Hub International

The equity investment values the private equity-backed firm at $29 billion.

Regulation May 12, 2025

Lawmakers Ask SEC to Delist Chinese Stocks From US Exchanges

In a letter to the SEC, senators and representatives wrote that a ban would remove an ‘unacceptable risk’ and protect American markets, investors and security.

Asset Allocation May 9, 2025

Pennsylvania Pension Fund Seeks Divestment of Tesla Shares

The board of Lehigh County’s pension fund has paused purchases of the company's stock and seeks a full divestment.

Newsmakers May 9, 2025

Bridgewater Sustainable Investing Co-Chief Takes CIO Role at Acumen

Carsten Stendevad, who was also previously the CEO of Danish pension fund ATP will join the $500 million impact investor.