Asset Allocation April 1, 2026

Need for Tax Optimization, Liquidity Could Change ‘Endowment Model’

Higher tax bills may change the risk/return profile for a variety of asset classes that have long been favored by endowments and foundations.

Issues Facing Endowments

Higher tax bills, a growing need for liquidity and federal funding could change how endowments invest for the institutions they serve.

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Regulation April 1, 2026

How Endowments and Foundations Can Deal With Federal Regulation Changes

Consultants and attorneys explain how these institutions can prepare for new standards.

Opinion April 1, 2026

How to Responsibly Address AI in Your Portfolio

The Intentional Endowments Network reviews what endowments and foundations need to know about artificial intelligence.

Alternatives April 1, 2026

Large Endowments Hold Steady With Private Market Allocations

Despite emerging headwinds for higher-education institutions, these long-term investors are staying true to what they know.

Newsmakers March 31, 2026

Monte Tarbox Named Permanent CIO of $316B NYC Retirement System

Tarbox had served in an interim role since January, following the departure of CIO Stephen Meier.

Market Moves March 31, 2026

World’s Largest Sovereign Wealth Fund Embeds AI Into Portfolio Management

Norway’s $2.1 trillion Government Pension Fund Global is using large language models to screen all of its investments.

Asset Allocation March 31, 2026

La Caisse Continues to Boost Renewable Investments, Doubles Stake in Boralex

The Canadian pension giant now owns 30% of the renewable energy firm, with Brookfield acquiring the remaining 70%.

Newsmakers March 31, 2026

AlTi Global Names CIO Nancy Curtin as Interim CEO

The $93 billion multi-family office is planning a leadership transition in which CEO Michael Tiedemann will step back into an advisory role.

Newsmakers March 30, 2026

IBM Promotes Veeneman, Leonard, Adams to CIO Positions

Veeneman will oversee $20 billion worth of company funds.

Asset Allocation March 30, 2026

Shifting World Order Forces Re-Evaluation of Portfolio Construction

Investors are adapting to repeated geopolitical disruption, even as economists caution against overreacting to short-term changes.

Technology March 27, 2026

How Does Institutional Governance Change in the Age of Artificial Intelligence?

The jump ‘from Excel to AI’ will complicate the investment processes of asset allocators at institutional investors of all kinds.

Opinion March 26, 2026

Artificial Intelligence: 2 Sides of the Same Allocation Coin

The increased agility available in public markets might provide more value than the higher-return expectations in private markets.

 

Regulation March 26, 2026

FINRA Enforcement Cases Fell in 2025, While Settlement Volume Rose

One case against Robinhood was responsible for year-over-year gains in settlements. 

Asset Allocation March 26, 2026

Journal of Investment Management Recognizes 2025’s Best Papers

Among other awards, the Harry M. Markowitz Award was presented to Thomas M. Idzorek, Paul Kaplan and Roger Ibbotson for their paper on the popularity asset pricing model.

Corporate Moves March 26, 2026

Asset Manager Consolidation Continues as Structural Shifts Reshape Industry

Fee compression, declines in fundraising, and shifting limited partner priorities are driving the spree of mergers and acquisitions.

Opinion March 26, 2026

Private Credit Solved an Asset-Liability Mismatch—Then Recreated It

The structure of retail private-credit offerings allowed investors to participate in the asset class’ yield premium without fully bearing its illiquidity cost, writes the CIO of Gramercy Funds Management.