
Asset Allocation


48 Hours of Market Turmoil Lop Nearly 6 Points off Canadian DB Funded Ratios
In the two days after the U.S. announced new tariffs, the plans lost almost their entire C$18.4 billion surplus.

Endowments Face Liquidity Crunch Amid Market Pullback, Funding Cuts

US Equities Lead 9.8% Penn SERS Return for 2024

NBIM Acquires Stakes in Offshore Wind Farms

Public Equities Lead Healthcare of Ontario Pension Plan’s 9.7% Return in 2024
HOOPP ended 2024 with a funded ratio of 111%, its 15th straight year with more assets than liabilities.

Infrastructure, Real Assets Make Attractive Additions to Fixed-Income Portfolios
The asset classes can provide significant diversification and are uncorrelated with other fixed-income investments.

Institutional Investors Expect to Raise Risk Tolerance for Private Markets
Private infrastructure is attracting more attention from pensions, sovereign wealth funds and endowments, per a Nuveen survey.

CIO Interview Series: Jonathan Grabel, CIO, LACERA
Jonathan Grabel, CIO of the Los Angeles County Employees Retirement Association, spoke with CIO as a part of the 2025 CIO interview webinar series about asset allocation, how a plan can construct a portfolio against the changing dynamic of interest rates, and more.

US Equities Lead 9.8% PennSERS Return for 2024
The pension fund raised its asset value by $3.5 billion to $38.7 billion despite ending the year with a Q4 loss.

Report Claims CalPERS’ Sustainability Portfolio Runs on Oil
However, the largest pension fund in the U.S. says the pro-investment approach is more effective than divestment.

CalSTRS Achieves 7.7% Return in 2024, Assets Reach $349.7B

How Sports, Niche Investments Provide Diversification, Risk-Adjusted Returns

How Big Is OCIO Market? At Least $4.79T, per Chestnut Advisory
