Infrastructure’s Brave New World
Long-term cash flows and attractive yields may be driving demand now, but investors may be exposing themselves to risks from new technological developments.
Asset Allocation
The Rise of the Pension Fund Landlords
Institutional investors should see the UK’s ailing rental market as an opportunity, says Invesco.
Private Debt Assets Top Half a Trillion Dollars
Private lending gets a seal of approval, with $523 billion in total assets and 86% of investors stating investments met or exceeded expectations in 2015.
Taking on the Infrastructure Big Boys
How do you invest in your own country’s infrastructure when overseas buyers got there first?
Investing Through a ‘Longevity Lens’
The demographic makeup of the world is changing, and so will the institutional investing landscape, PGIM says.
The Whole Foods Approach to Investing
Stanford University’s Ashby Monk outlines how fee and cost transparency can help asset owners make better long-term investments.
Funds-of-Funds Hang on With E&Fs
Nearly all family offices, however, insist on investing directly.
Investors Sweet on ETFs, Smart Beta Indexes
The liquid vehicles are earning high satisfaction rates and bigger slices of institutional portfolios.
UK Infrastructure Collaboration (Finally) Comes to Market
After a troubled start, the Pensions Infrastructure Platform has launched its first mainstream strategy for UK investors.
Why Swensen, Buffett Preach Passive—But Bank on Active
In the words of Morningstar’s VP of research, “What gives?”
How To Fix the Endowment Model
A 100% liquid portfolio could outperform the Yale model over the next 10 years, predict Hewlett-Packard’s Gretchen Tai and Atlas Capital Management’s Ken Frier.
What ‘Brexit’ Means for Real Assets
An extended period of disruption could hamper those seeking to invest in one of the world’s largest property and infrastructure markets.
Investors Still Betting on Hedge Funds in 2016
Even after a year of middling returns, nearly half of surveyed asset owners plan to grow their allocations, Deutsche Bank has found.
Bain: PE Investors Should ‘Temper’ Their Expectations
A maturing industry combined with possible recession could lead to a convergence of private equity and public market returns, according to Bain & Company.
The True Cost of Smart Beta
New forms of passive investing haven’t brought down costs—in fact, some providers may be charging a premium for their “innovation,” Morningstar says.