US ETF AUM Continued Rise in February
According to the London Stock Exchange Group, assets in exchange-traded funds rose to their all-time high of $14.31 trillion.
Asset Allocation
Institutional Investors Shift US Equities, Dollar Positions to Global Markets, per Report
Bracing for a turbulent 2026, allocators are seeking investments in emerging markets and the euro, according to the International Forum of Sovereign Wealth Funds.
Amidst Geopolitical Uncertainty, Institutional Investors Rein In Return Expectations
Nearly half of surveyed investors said they expect lower returns from companies in the S&P 500 Index in 2026, according to research from asset manager Commonfund.
Norges Bank Takes Major Palantir Position Amid Suspension of Council on Ethics
Palantir Technologies has been accused of contributing to human rights violations by providing U.S. Immigration and Customs Enforcement with software used to track targets for mass deportation.
Paltry PE Returns Weigh Down La Caisse as 9.3% 2025 Return Misses Benchmark
The meager 2.3% return from the Quebec pension fund’s private equity portfolio fell well short of the benchmark’s 12.6%.
Harvard Adjusts Tech Portfolio, Loses 35% in 2 Months on Ethereum ETF Bet
The $57 billion endowment slashed its holdings in Amazon, Microsoft, Bitcoin and Nvidia, while raising its stakes in Alphabet and Taiwan Semiconductor.
What the Push for Alts in Retail Channels Means for Institutional Investors
Limited partners have questions about their managers’ quest for new sources of capital.
Why ETFs Are Reshaping Investment Management
Some see exchange-traded funds’ steady growth as indicating sound structure may be more important than artificial intelligence innovations.
The Big Shift
How consolidation and other forces changing the asset management industry are affecting different categories of institutional asset allocators.
Ongoing Tariff Uncertainty Tests Investor Discipline
Market swings have been all too common since last year, leading investors to warn against complacency.
MFS President: We Are Seeing Unintended Consequences of Passive Investing
Citing Vanguard’s Jack Bogle, Carol Geremia told investors that a better balance between active and passive investments is needed.
Commercial Real Estate Investors See a Rebound Ahead
Leasing activity is picking up for a sector emerging from several years of headwinds.
Private K-12 Schools See Double-Digit Returns, Uptick in OCIO Use
Independent school endowments saw an average 11.5% return in fiscal 2025, with more than half outsourcing various investment functions, according to Commonfund.
Insurance-Linked Securities Saw Record Issuance in 2025
ILS issuance totaled $24.7 billion last year, according to a report from Swiss Re.
In ‘Turbulent Year,’ University Endowments Report Average 10.9% Return
Institutions withdrew more than $33 billion to support spending, according to the 2025 NACUBO-Commonfund study of endowments.