Special Coverage

Managing Volatility

Managing Volatility

In highly concentrated markets, allocators are balancing risk and uncertainty as they manage, and take advantage of, ongoing volatility.

Past Special Coverage

Institutional Use of ETFs

Institutional Use of ETFs

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.

US ETF Growth By the Numbers

US ETF Growth By the Numbers

Against a backdrop of growth, institutional investors are contemplating the best ways to utilize exchange-traded funds in their portfolios. 

Technology and Portfolio Management

Technology and Portfolio Management

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.

Technology as an Operations Tool

Technology as an Operations Tool

This year, Northern Trust's Global Asset Owner Peer Study found that allocators anticipate operational challenges over the next 12 months – and they’re looking to
technology as the solution.
How Institutions Think About Their Data

How Institutions Think About Their Data

The 2025 State Street Data Study found that having a holistic data strategy benefits investors, but while the opportunities are significant, challenges from integrating new data sources and keeping up with innovations, are daunting.  

Private Market Strategies

Private Market Strategies

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.

Custom Benchmarks and Performance Management

Custom Benchmarks and Performance Management

Technology, data collection and increasingly specialized strategies give institutional investors opportunities and challenges when managing and measuring portfolio and manager performance.

A Holistic Evaluation of Custom Solutions

A Holistic Evaluation of Custom Solutions

Using a holistic value measurement framework is an important evolution when evaluating the performance of an outsourced investment provider, writes an executive from Chestnut Advisory Group.

Digital Assets and Tokenization

Digital Assets and Tokenization

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. 

Investment Team Structure and Organization

Investment Team Structure and Organization

A review of the strategies CIOs are using to address changing markets and ongoing staff recruitment and development challenges in their investment organizations.

Who Works Where?

Who Works Where?

Data from the CFA Institute and CAIA show where holders of their credentials work or seek to work across the investment universe and around the world.

DB Plans in Surplus

DB Plans in Surplus

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

Valuing Illiquid Assets

Valuing Illiquid Assets

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.

Fixed Income

Fixed Income

With interest rates elevated, fixed income investments have increasingly become an attractive asset class for institutional allocators.

Commercial Real Estate Opportunities

Commercial Real Estate Opportunities

Will 2025 be a turning point for a sector that has been hit hard since the global pandemic? What sectors show the most promise?

2025 Investment Outlook

2025 Investment Outlook

What are institutional investors and prognosticators expecting across, equity, debt and private markets in 2025?

Global Conflict

Global Conflict

How ongoing and possible future global conflicts could affect institutional portfolios.