For the world’s largest asset owners
March 6, 2024
Saltwater to Freshwater: A Panacea That Travels Rough Seas

Desalination, a seeming godsend for parched areas, also could be profitable for investors. But the process is not always easy to pull off.

Leveraged Loan Returns Rise Even as Credit Quality Worsens

The solid economy and expected rate drops are powering the risky asset class higher, Ned Davis reports.

POPULAR STORIES
New AI Tool Aims to Assist Alternative Investment Managers
Economy Is Doing Fine, So Fed Shrinks Its Balance Sheet
The Longevity Question
Investing in The Energy Transition
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
Why Japan Is a Good Investment Destination Now, Says Preqin
Penn SERS Returns 12.2% in 2023
Pension returns were boosted by equities, while real estate lagged.
Korea’s National Pension Fund Rebounds With 13.6% Return in 2023, Grows to $780B

A strong performance from equities spurred a sharp turnaround from the previous year’s 8.2% loss 

TRENDING: Which Sectors Have the Best Prospects for 2024, and Which Have the Worst?

History shows that, in up markets, the three leaders for January and February go on to romp big-time, says savant Stovall. The three laggards, on the other hand …  

TRENDING: Institutional Investors Unsure How Climate Risk Will Affect Infrastructure Assets

Only 24% of investors say existing tools are adequate for assessing climate risk impacts.

Editorial: CIOeditors@issmediasolutions.com
Industry Intel Roundup—Featured Webinars
Chief Investment Officer is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webinars sponsored by or featuring experts in the industry. The content was created to supply actionable insights to institutional asset owners regarding investing and governance.
July 18, 2024
Can Investors Earn Returns and End Cancer?
One in five people worldwide will develop cancer before age 75. In the U.S., nearly $7 billion per year is spent on cancer research, and that total is expected to rise. Investment opportunities exist in immunotherapy, cell therapy, vaccines and other technologies. Private sector and government investment together will lead to world-changing therapies, meaning there is definite upside for investors. How can institutional asset owners capitalize on these opportunities? Asset owners, managers and advisers will discuss where to watch for investible insights.
October 17, 2024
The Innovators
What makes someone an innovative investor and which institutional investors have the flexibility to innovate? The honorees and finalists for CIO’s NextGen and Industry Innovation Awards will share their best ideas for new ways to meet institutional investing targets. They will also share their thoughts on the kinds of innovations that institutional asset allocators can pursue and what risks might not be rewarded.
April 18, 2024
Investing in the Energy Transition
Listen as experts discuss the institutional investment opportunities in the global transition away from carbon-intensive energy sources and toward new sources, including hydrogen, LNG, solar, wind, hydro and geothermal. Additionally, they will review ways to realize returns from energy storage, carbon capture and other industrial changes, and they will cover divestiture and the concept of “orphaned by accident” segments of energy markets. Countries and companies are going to be spending money to invest in new industries that could attract global resources for a century or more. What kinds of trends, research and global developments should investors be watching as change happens?
January 31, 2024
Investment Returns and Monetary Policy
With developed market central banks pausing interest rate hikes and certain developing markets already starting to cut, what does monetary policy mean for portfolio returns in 2024? If alpha is found in the interplay between public and private markets, what investments, asset classes or currencies are the likely winners and where should investors be underweight for 2024? Hear from asset owners, OCIOs and asset managers about what to watch for this year.
Sponsored by Northern Trust Asset Management | December 12, 2023
How to Overcome the Challenges of the Evolving Index Landscape
With more frequent and extreme volatility over the past decade, we have witnessed a profound transformation in the investment landscape which has challenged the resilience of popular indices. The dynamic shifts of indices may have far-reaching implications on asset allocation and diversification strategies, with the potential to wreak havoc on institutional portfolios. Join Michael Hunstad, CIO of Global Equities at Northern Trust Asset Management, as he uncovers the driving forces behind index investment performance, and how to position your portfolio for the years to come.
rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2024 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 400, Rockville, MD 20850