Paltry PE Returns Weigh Down La Caisse as 9.3% 2025 Return Misses Benchmark
The meager 2.3% return from the Quebec pension fund’s private equity portfolio fell well short of the benchmark’s 12.6%.
Asset Allocation
Harvard Adjusts Tech Portfolio, Loses 35% in 2 Months on Ethereum ETF Bet
The $57 billion endowment slashed its holdings in Amazon, Microsoft, Bitcoin and Nvidia, while raising its stakes in Alphabet and Taiwan Semiconductor.
What the Push for Alts in Retail Channels Means for Institutional Investors
Limited partners have questions about their managers’ quest for new sources of capital.
Why ETFs Are Reshaping Investment Management
Some see exchange-traded funds’ steady growth as indicating sound structure may be more important than artificial intelligence innovations.
The Big Shift
How consolidation and other forces changing the asset management industry are affecting different categories of institutional asset allocators.
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
MFS President: We Are Seeing Unintended Consequences of Passive Investing
Citing Vanguard’s Jack Bogle, Carol Geremia told investors that a better balance between active and passive investments is needed.
Commercial Real Estate Investors See a Rebound Ahead
Leasing activity is picking up for a sector emerging from several years of headwinds.
Private K-12 Schools See Double-Digit Returns, Uptick in OCIO Use
Independent school endowments saw an average 11.5% return in fiscal 2025, with more than half outsourcing various investment functions, according to Commonfund.
Insurance-Linked Securities Saw Record Issuance in 2025
ILS issuance totaled $24.7 billion last year, according to a report from Swiss Re.
In ‘Turbulent Year,’ University Endowments Report Average 10.9% Return
Institutions withdrew more than $33 billion to support spending, according to the 2025 NACUBO-Commonfund study of endowments.
Public Pensions’ Growing Private Investments Expected to Further Raise Volatility in 2026
Conflicting trends of asset outperformance and risk driven by increasing workplace disability claims are expected to affect the funds, according to S&P Global.
Finding the Right Sports and Media Investment Opportunities
Not all investors may have access to the most coveted teams, but opportunities abound in the $2.5 trillion sports economy.
Norway’s Sovereign Wealth Fund Returned 15.1% in 2025
The $2.23 trillion Government Pension Fund Global saw strong returns in equities and energy infrastructure.
Volatility, ‘Sell-America’ Movement Will Complicate Bond Investing in 2026
Tariffs, uncertainty about the future of Federal Reserve independence, and rising U.S. deficits could drive yields higher.