CIO Alert, May 15, 2025

For the world’s largest asset owners

May 15, 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.

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.

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.

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.

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.

Australia’s Future Fund Makes Leadership Appointments

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

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.

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

Editorial: CIOeditors@issmediasolutions.com

Industry Intel Roundup—Featured White Paper

Chief Investment Officer is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers sponsored by or featuring experts in the industry. The content was created to supply actionable insights to institutional asset owners regarding investing and governance.