ETFs Saw $178B of Inflows in April, Second Highest on Record
A sharp rebound in equities drove inflows into U.S.-listed exchange-traded funds.
Asset Allocation
As Corporate Pension Liabilities Shrink, How Does Hedging Change?
Plan sponsors’ needs for long-dated bonds and the role of fixed-income managers may change as average liabilities fall to fewer than 10 years.
What Is Behind the Increased Institutional Adoption of ETFs?
A report from Cerulli Associates and Invesco dives into how allocators are embracing exchange-traded funds.
Strong Governance Frameworks Key to Keeping Endowments on Track
Clarity and deliberate process are needed to determine how and why certain investments might be excluded or divested and how outcomes are measured.
STOXX Indexes Announces Partnership With SEI, Andrew Ang
The iSTOXX Ang Research Enhanced Index Suite will target momentum, quality and value factors.
Family Office Priorities Shift Amidst Generational Transitions
Younger generations are developing investment strategies that differ from those of office founders, according to a report from Ocorian.
NYC Pension System to Invest $4B in Affordable Housing
The New York City Housing Investment Initiative, announced by Comptroller Mark Levine, would deploy $1 billion per year over the next four years.
UK’s Largest Pension Fund Acquires Majority Stake in Private Credit Firm Venn Partners
The Universities Superannuation Scheme aims to help ease the domestic housing crisis by supporting the development of affordable housing.
IMCO Returns 7.4% in 2025, With AUM Reaching $65B
The Investment Management Corp. of Ontario posted strong returns in public equities, but subdued results from alternatives.
New York Common Commits $1.4B to Emerging Market Equities
The $300 billion pension giant has been increasing its holdings of international and emerging markets equities.
Large Endowments Hold Steady With Private Market Allocations
Despite emerging headwinds for higher-education institutions, these long-term investors are staying true to what they know.
Need for Tax Optimization, Liquidity Could Change ‘Endowment Model’
Higher tax bills may change the risk/return profile for a variety of asset classes that have long been favored by endowments and foundations.
La Caisse Continues to Boost Renewable Investments, Doubles Stake in Boralex
The Canadian pension giant now owns 30% of the renewable energy firm, with Brookfield acquiring the remaining 70%.
Shifting World Order Forces Re-Evaluation of Portfolio Construction
Investors are adapting to repeated geopolitical disruption, even as economists caution against overreacting to short-term changes.
Journal of Investment Management Recognizes 2025’s Best Papers
Among other awards, the Harry M. Markowitz Award was presented to Thomas M. Idzorek, Paul Kaplan and Roger Ibbotson for their paper on the popularity asset pricing model.