Investors Pile into Real Assets as Record Numbers Seek Funding
Real estate and infrastructure funds saw a surge in capital raising between July and September—but also record numbers seeking assets.
Asset Allocation
TDFs Take Heat for ‘Risky’ Asset Allocation
A report from Meketa Investment Group calls out target date funds for high levels of public equity exposure.
Smart Beta’s ETF Domination
With nearly $500 billion already under management, smart beta indices are becoming a more dominant part of the exchange-traded universe, according to Morningstar.
Why Bond Yields Are Lower for Longer
Standard Life Investments explains what it believes is holding yields so low and for so long.
Why Only Active Managers Can Ride the ‘Momentum Wave’
Substantial drawdowns and crowded trades could “obliterate the alpha” for passive momentum strategies, according to Research Affiliates.
Why Your Asset Allocation is Wrong
If you've not factored in the financial state of your sponsor, your investment strategy could be wrong, academics have warned.
La Caisse Inks $2.1B Infrastructure Co-Investment Deal
The Canadian pension fund has partnered with Mexican investors, as part of a plan to double its infrastructure portfolio by 2018.
Harvard’s Ex-Chair Joins Yale in Defending Endowments
High-profile accusations of endowment “hoarding” are not sitting well with leaders of prestigious—and wealthy—institutions.
Would Benjamin Graham Invest in Smart Beta?
Fundamental index strategies aim to deliver on systematic security selection while maintaining contrarian exposures—just like value investing.
Investing in Demographics
Investing in what your friends and family like will not get you rich—or your pension to full funding—but should you discard demographics all together?
U. California’s Massive Cull: 100 PE Firms, All REITs, Coal, Oil Sands
The $98 billion fund has cleaned house, earning top-decile gains in the process.
CalPERS, AIMCo Among Backers for ESG Infrastructure Benchmark
Some of the world's largest asset owners representing $1.5 trillion in total assets have backed a new standard for assessing sustainability within the asset class.
Insurers Commit to Renewable Energy Infrastructure
After a period of hesitation European insurers have jumped into infrastructure investment.
Public Pensions Double Down on Hedge Funds
American public pension plans are betting big on hedge funds despite high-profile exits, making up 16% of invested institutional capital.
Private Equity’s Most Demanding Customers
Investors expect significant outperformance and an improvement in alignment of interests from private assets, as debate over fee levels rages on.