Examining what institutional investors are saying about their private market investments, the evolving asset classes and risk profiles in the different segments of the space and the industries that are driving investment growth.
Liquidity requirements reframe the need for diversification.
How the recent executive order on private assets in defined contribution plans could pave the way for investment committee excellence.
What CIOs should be watching as private lending moves into the mainstream of corporate financing and institutional portfolios.
In highly concentrated markets, allocators are balancing risk and uncertainty as they manage, and take advantage of, ongoing volatility.
While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.
With key inflation and jobs reports delayed, allocators brace for a foggy December—balancing risk, volatility and uncertainty about the Federal Reserve’s next move.
Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.
Institutional investors are looking at exchange-trade funds, beyond short-term uses, as ETFs’ inherent liquidity, transparency, diversification and low cost make them a useful tool for portfolio management.
Once used for cash or transition management, exchange-traded funds are taking a bigger role in institutional portfolios.
While not a driver of growth in exchange-traded funds, institutional investors have found new use cases for the investment vehicles.
Institutions are backing exchange-traded funds as anchor investors, but they may have to sacrifice some control to reap the benefits.
The firm has applied for permission to launch 13 exchange-traded-fund share classes, but significant movement is not anticipated in the immediate future, experts say.
Equity exchange-traded funds, rather than fixed-income options, are the top choice of insurance investors, according to State Street’s Meta Curry.
Technology alone does not generate alpha, but artificial intelligence can inform the investment research process, while human analysts are better when ‘intangible’ information is involved.
Artificial intelligence can make a major contribution by interpreting data, but it will not generate alpha on its own; human analysts remain better with ‘intangible’ information.
Asset managers should consider how artificial intelligence brings value before integrating the software.
Technology, data collection and increasingly specialized strategies give institutional investors opportunities and challenges when managing and measuring portfolio and manager performance.
Technology, data collection and better funded statuses have asset owners rethinking traditional benchmarks.
Investors are increasingly seeking to customize their investments to their specific mandates.
An examination of issues affecting how, and if, institutions include digital — or tokenized — assets in their portfolios and what kind of changes might increase the investment structure’s appeal.
Blockchain-based investments could provide liquidity and operational efficiency for institutional investors.
Regulators are making it easier to tokenize assets, but market structure will have to evolve to support widespread adoption.
Traditional custody banks are getting competition from upstarts.
A review of the strategies CIOs are using to address changing markets and ongoing staff recruitment and development challenges in their investment organizations.
Market shifts and new technology have changed how CIOs organize their teams.
Careers at public pension funds, endowments and other institutional investors may not match the pay or the locations of private sector firms, but these institutions can still find an edge.
Success can come from prioritizing diversity of opinions and workplace flexibility to recruit and retain investment, operations and technology personnel.
Large surpluses are leading corporate pension plan sponsors to evaluate options for the future of their plans.
Corporations are increasingly evaluating de-risking options for their pension funds, while also adding risk to their portfolios.
Delta Air Lines CIO Jonathan Glidden offers a peek into the internal debates.
Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants.
As the share of illiquid assets in institutional portfolios continues to grow, it is important to consider and address the risks related to valuation governance and liquidity risk management.
Secondaries volume and pricing increases create an attractive avenue to liquidity for limited partners.
CIO connected with Gregory Brown, a professor of finance at the University of North Carolina’s Kenan-Flagler Business School, regarding his research into valuing illiquid assets.
With interest rates elevated, fixed income investments have increasingly become an attractive asset class for institutional allocators.
The asset classes can provide significant diversification and are uncorrelated with other fixed-income investments.
Will 2025 be a turning point for a sector that has been hit hard since the global pandemic? What sectors show the most promise?
Investors have taken a beating on their CRE exposures, but analysts say the worst might be over, giving disciplined investors opportunities at attractive entry points.
Economic growth, improving real estate fundamentals could drive a moderate recovery in real estate investment activity.
While the industry is forever changed following the pandemic, portfolio managers expect a rebound ahead.
What are institutional investors and prognosticators expecting across, equity, debt and private markets in 2025?
Investors expect a stock rally to continue in 2025, fueled by deregulation and tax cuts, while watching policy closely.
Hopes for more M&A activity could lead to more deals and liquidity.
How ongoing and possible future global conflicts could affect institutional portfolios.
Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.
Economic factors, especially Chinese demand destruction and the growth of renewables, are flattening demand and increasing market volatility for fossil fuels.
