Hedge Fund Industry Maturing, Adapting as Investors Rebalance
Rising rates and volatility favor active management, while high cash rates put pressure on fees as year-end evaluations are made.
Asset Allocation
What Is the Future of the 60/40 Portfolio?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.
Why Tech Rally Will Spread Beyond Magnificent 7
The top stocks will get company as the rest of the technology sector joins in amid AI mania, says Wedbush’s Ives.
New York State Common Earmarks $1.9B in September Investments
More than half of the monthly commitments were made within the pension giant’s credit portfolio.
Sovereign Wealth Funds Taking Up Larger Share of Global Asset Ownership
As of 2022, SWFs make up 38.9% of total assets among the world’s largest 100 asset owners, up from 32% in 2021.
Norway’s Pension Giant Bulks Up Boston Commercial Real Estate Holdings
The $1.44 trillion Government Pension Fund Global has been investing in office real estate in the area since 2013.
Texas Constitutional Amendment Creates Endowment Fund for Newer Universities
A separate proposition enabling a cost-of-living increase to pensions for retired teachers was also approved.
CalPERS Pledges to Boost Low-Carbon Assets to $100B
The $462 billion pension giant will more than double those assets as it aims to halve the carbon-emissions intensity of its investments by 2030.
Institutional Investors Seek Low-Risk Assets, More Diversified Portfolios
An MFS Investment Management survey reveals that investors are flocking to fixed income and international equities.
OMERS Deal Values Maple Leaf Sports & Entertainment at $8B
That’s nearly five times its valuation in 2012, when Ontario Teachers’ sold its 79.53% stake for almost $1.3 billion.
Insurance Investors Rethink Approaches Near End of 2023
Investors are changing their short-term investing and broader financial operations, according to Clearwater Analytics.
Allocators, Other Investors Divided on ESG Success
A survey finds them split over whether environmental, social and governance investments perform better or the same as others.
Allocators Increasingly Shying Away From Risk, Survey Says
Almost half are slowing and one-third are lowering exposure to stocks and other risk assets, per CoreData.
ESG-Related Disclosure Will Inform Investors’ Future Focus
Panelists at CIO's Navigating ESG Livestream discussed how corporate sustainability regulations coming to Europe next year will affect companies and investors globally.
Canada Pension Plan Investments Lose 0.7% in 1st Half of Fiscal 2024
The pension giant also sold a buyout fund portfolio for C$2 billion and German wind assets for C$374 million.