Fidelity Contrafund’s Danoff: Opportunity Is Everywhere
Big bets and letting winners run helped Danoff’s active equity fund consistently beat indexes.
Asset Allocation
PSP Investments’ Fiscal 2026 Return Falls Well Short of Benchmark
A 7.3% loss from real estate investments created a drag on the pension giant’s performance.
Endowments’ Alts Allocations Hit Plateau
As these institutions have less room to scale up their private markets programs, they are slowing down their investments in alternative asset classes, according to a report from Morgan Stanley.
Council of Institutional Investors Warns of SpaceX Governance Risk
Sixteen members of the asset owner association raised concerns about the company’s upcoming initial public offering.
CPP Investments Re-Bids for ReNew Energy Global
A consortium led by the Canadian pension giant has proposed to acquire the remaining shares it doesn’t own in the renewable energy company for $6.75 each.
New York City Aims to Build Up Reserves to Gird for AI Disruption
City Comptroller Mark Levine called for the share of tax revenue dedicated to ‘rainy day fund’ assets to rise to 16% from 8.5%.
Family Office Demand for OpenAI, Anthropic, SpaceX Equity Rises Ahead of Public Listings
Despite high interest for pre-initial public offering access, questions remain about the validity of access gained through special purpose vehicles.
Volatility Pushes Investors to Consider Active Strategies
Shifts coming at the portfolio construction and market levels mean allocators need to stay focused on their goals.
How Investors Are Choosing Between Active and Passive Strategies
Both approaches have benefits, but the current market volatility has changed how allocators weigh cost and governance differences.
Public Equities Buoy Church of England’s 8% Return in 2025
The performance raised the endowment’s asset value to £11.6 billion ($15.6 billion).
How Should Institutional Investors Approach H2 2026—Active or Passive?
Much depends on an organization’s portfolio objectives.
Rockefeller Foundation, Temasek Aim to Increase Philanthropic Support for Nuclear Energy
The foundations formed the Global Coalition for Nuclear Philanthropy to mobilize capital for nuclear energy deployment.
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.
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.