Insurer Scottish Friendly Chooses Schroders for $2.37B Mandate
The asset manager will manage the mutual life firm’s insurance assets.
Asset Allocation
Aware Super Invests $1B in Australia’s ‘Largest’ Intermodal Terminal
The north Melbourne project is designed to create transportation infrastructure to improve supply chains in the country.
Institutional Investors Show Signs of Caution After Risk-Seeking 2024
Amid market uncertainty, institutional investors have been looking for cover this year, per an IFSWF report.
Asset Owners Increasingly Holding Cash as Liquidity Becomes More Important
Institutional investors are also increasingly investing in the private markets and embracing technology solutions, according to Northern Trust’s inaugural global asset owner peer study.
48 Hours of Market Turmoil Lop Nearly 6 Points off Canadian DB Funded Ratios
In the two days after the U.S. announced new tariffs, the plans lost almost their entire C$18.4 billion surplus.
Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts
Universities with large allocations to private markets are borrowing in the bond market to address funding issues, as private equity capital calls can compete with research funding for liquidity.
US Equities Lead 9.8% Penn SERS Return for 2024
The pension fund's asset value rose by $3.5 billion to $38.7 billion despite ending the year with a Q4 loss.
NBIM Acquires Stakes in Offshore Wind Farms
The Norwegian sovereign fund will take a $1.5 billion stake in projects in Germany and Denmark.
Public Equities Lead Healthcare of Ontario Pension Plan’s 9.7% Return in 2024
HOOPP ended 2024 with a funded ratio of 111%, its 15th straight year with more assets than liabilities.
Infrastructure, Real Assets Make Attractive Additions to Fixed-Income Portfolios
The asset classes can provide significant diversification and are uncorrelated with other fixed-income investments.
Institutional Investors Expect to Raise Risk Tolerance for Private Markets
Private infrastructure is attracting more attention from pensions, sovereign wealth funds and endowments, per a Nuveen survey.
CIO Interview Series: Jonathan Grabel, CIO, LACERA
Jonathan Grabel, CIO of the Los Angeles County Employees Retirement Association, spoke with CIO as a part of the 2025 CIO interview webinar series about asset allocation, how a plan can construct a portfolio against the changing dynamic of interest rates, and more.
US Equities Lead 9.8% PennSERS Return for 2024
The pension fund raised its asset value by $3.5 billion to $38.7 billion despite ending the year with a Q4 loss.
Report Claims CalPERS’ Sustainability Portfolio Runs on Oil
However, the largest pension fund in the U.S. says the pro-investment approach is more effective than divestment.
CalSTRS Achieves 7.7% Return in 2024, Assets Reach $349.7B
Returns for the California State Teachers’ Retirement System were boosted by equities.