Soaring Valuations Fail to Alter Allocations
Prices are high, and managers know it—but they are not reining in their bullish positions.
Asset Allocation
Northwestern Endowment Considers ESG Investment Committee
The $9.7 billion fund faces growing student pressure regarding its investment policies.
Euro Weakness Hits PE Returns
A leading private equity index recorded its first quarterly loss in two years in Q3 2014.
Asset Manager M&A Values Surge
M&A deals are likely to be focused in hedge funds and ETFs in 2015, PricewaterhouseCoopers has said.
Is Geography the Next Smart Beta?
Research suggests understanding the geographical sources of index returns is more important than ever.
Private Markets Beat More Records in Q1
Private equity and real estate funds continued to reap the rewards of high demand from investors as 2015 got underway.
The Problem with Hedge Fund Reporting
Reporting standards at hedge funds don’t appear to bear any relation to performance, according to a study.
The Faltering Case for Active ETFs
An investor survey has shown very few investors want these new products—despite the sales push.
QE Pricing Investors Out of Market, CFA Claims
Corporate bonds, government bonds, and developed market stocks are all too expensive, and even emerging markets are less convincing.
Investors Shun US Stocks as Rate Rises Loom
As Janet Yellen takes to the stage, investors are leaving US shores.
Why It Pays to Invest Locally
Despite portfolio theories, state pension plans delivered excess returns from locally-biased equity holdings and were able to better pick winners from losers.
What Do Snoop Dogg and CalSTRS Have in Common?
Both believe in divesting retirement assets from firearm companies.
Pension Funds to Dominate HF Capital by 2020
Nearly 85% of managers also expected to compromise more on fee arrangements in the next five years, according to a survey.
Revamping China’s National Pension
The Chinese government said it plans to raise the retirement age in 2022.
Why Pension Funds Make Bad Long-Term Investors
They also failed to provide stability and liquidity to financial markets over the last 25 years, a study has claimed.