Canadian Pension Dollars Bound for Delhi
Despite recent wobbles, Canada’s pensions see a golden future in India.
Asset Allocation
UBS: Major Pension Asset Rebalancing Ahead
Strategists foresee US defined benefit funds offloading between $35 billion and $41 billion in stocks before the quarter's end, but purchasing an estimated $19 to $22 billion of additional fixed income products.
US Hedge Funds Dominating and Outpacing Peers
Preqin found American hedge funds are recovering and growing faster than their global counterparts, managing 65% of the industry’s global capital.
How Pension Deficits Could Boost Your Portfolio
Poor pension funding could lead to equity-buying opportunities, according to one leading asset manager.
Energy Investments Spark Interest from Sovereign Wealth Funds
Energy has seen a surge in investments from some of the world’s largest capital pools since 2008.
Endowments’ Investment Beliefs, By the Numbers
Using the NACUBO database of endowment portfolio allocations, Andrew Ang and fellow researchers have backsolved for alpha expectations.
Reverse Glide Paths: Re-Upping Equities in Retirement
A study found that allocating more to equities later in retirement cut failure risk.
Why is Your Hedge Fund Not Performing?
Its manager might be on the golf course, Goldman Sachs Asset Management warns.
Investors Ordering Second Helping of Infrastructure
Investors are coming good on promises to commit to infrastructure.
Investors Love Europe
Greece, Cyprus, and other problems are all in the past as investors pile into Europe.
Transparency Demands Forcing Alternative Managers to Change
When institutional investors talk, managers are starting to listen.
What Now for Fixed Income?
The end of QE may not spell disaster for bond investors after all, one asset manager has told its clients.
Where is the Most Difficult Place in the World to be a CIO?
Finding good returns in a low-yield environment might be hard, but spare a thought for the CIOs operating under the world’s strictest investment limits.
Record Breaking Capital Exodus from ETPs
US ETPs saw outflows of $17.5 billion while European listed funds found inflows of $1 billion in the last four weeks.
CalSTRS Boosts Inflation-Linked Allocation
Inflation might not be on the rise just yet, but CalSTRS wants to be prepared.