Wilshire and BNY Mellon both report that plans with heavy exposure to alternatives were more resilient this quarter.
Here’s why one investor thinks they are posed for a revival.
Stocks have fallen so much that fixed income seems to be resuming its status as a safe haven, analysts contend.
Fees come down thanks to the shift, says a new study.
Some 60% of U.S. institutional investors aim to up their exposure over the next two years, per a study.
Fifteen years on, MITIMCo’s unique investment model highlights changes underway in endowment investing.
For state pensions, funded status has increased, but meeting return expectations may still be a challenge.
They’re often used or even constructed to be anything but index-hugging funds, a study says.
The closer matches between old-school and new-school assets are a switch from a year ago.
Relative value, commodities, and reinsurance are the bright spots, says Agecroft.
Centered on surviving a bleaker world, Bank of America’s updated version has better market performance.
Swap high-yielding stocks for even better-paying bonds, the bank says.
The funds are now more focused on ESG, health care, tech, and venture capital than ever before.
With rising rates and inflation, adding fixed income while reducing alts is the opposite of what most pensions are doing.
Thinking that these are safe bets, investors don’t realize they can carry other risks, warns Northern Trust Asset Management.