Total Portfolio Approach Is a Spectrum, Not One-Size-Fits-All
Different investors can take different approaches to adopting a holistic portfolio view, according to a CFA Institute white paper.
Asset Allocation
Amid Geopolitical, Supply Problems, Largest US Institutional Investors Reap 6.6% Return in Q2
Global equities fueled the strong returns, despite the economic impact of war in the Middle East and choked supply chains, according to Northern Trust.
Asset Allocation Issues
Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.
Family Offices Growing in Number, Size
Expansion can warrant professionalization and put offices in competition for personnel with asset managers and institutions.
As OCIO Assets Grow, GIPS Standards Aim to Bring Consistency to Performance Reporting
Institutional clients increasingly seek to partner with outsourced providers who are GIPS compliant.
UK Pension Giants Aim to Launch £1B Fund to Invest in British Tech Sector
Some of Britain’s largest pension providers will use the scale-up fund to boost domestic technology and science companies.
Taiwan’s Bureau of Labor Funds Allocates $3B in Climate Transition Mandate
Five managers from around the world were selected to run equal parts of the passive infrastructure investment.
Brookfield, CPP Investments Partner On $5.2B Take-Private Deal
The asset manager and the Canadian pension fund will acquire warehouse and logistics company LXP in an all-cash transaction.
Institutional Investors Regain Interest in Commercial Real Estate
A CRE rebound is driving institutional capital back into the asset class, including office space.
AI Infrastructure Boom Presents Risk, Opportunity for Insurers
While insurance premium growth is expected to soften this year, the artificial intelligence investment cycle is creating large pools of insurable assets, according to Swiss Re.
AustralianSuper to Add Nearly $350M to Indian Infrastructure Fund
The addition will bring the superannuation fund’s total commitments to investments in India to $2.29 billion.
CPP Investments Ramps Up Data Center Investments
The Canadian pension giant’s latest investment in server farms comes through a nearly $1 billion strategic partnership in India.
Blue Owl Acquires Stake in Cleveland Cavaliers
The minority equity investment in the basketball team is the asset manager’s sixth such agreement.
How to Reduce Global Equity Concentration Risk by Region, Sector and Strategy
CIO interviewed Jared Gross of J.P. Morgan Asset Management on his recent paper about using ETFs to rebalance away from benchmark-related overexposures.
Insurers Further Embrace Private Credit
A report from Clearwater Analytics identified why the asset class is such a good fit for certain types of insurance companies.