Mega Investors Sold Millions of Google Shares Just Before Stock Soared
BlackRock, J.P. Morgan and CPP Investments are among the institutional investors that potentially missed out on billions of dollars in short-term gains.
Asset Allocation
NBIM Acquires NYC Office Tower for $542.6 Million From CalSTRS, Silverstein
Norges Bank Investment Management will own 95% of 1177 Avenue of the Americas.
Demand for Data Centers, Energy Creates a Gold Rush for Infrastructure Investors
Asset owners and managers are pouring hundreds of billions into the construction of infrastructure for the AI ecosystem, although the horizon is not entirely clear.
Risk Factors Are Rising in Private Credit, Performance Harder to Predict
Private markets are more sensitive to interest rates, inflation and tariffs, while there are questions about how private credit will hold up in a significant correction.
Canada Pension Plan’s Allocation to Energy Stocks Surges In Q2
Tech stocks remained the $527.3 billion pension fund’s top holdings, led by Nvidia, Microsoft, and Apple, despite dumping 22% of its Alphabet shares.
La Caisse’s Equities Portfolio Leads 4.6% First Half Return
The Québec pension fund’s asset value rose to $357.5 billion.
Harvard Management Co. Adds Bitcoin, Gold; Slashes Tech Holdings
The world’s largest endowment also bought 1 million shares of Amazon, despite cutting back sharply on Alphabet, Meta and Microsoft.
Endowments Could Turn to OCIO Amidst Tax Hikes, Liquidity Pressures
Outsourced CIOs with expertise in complex tax situations have an edge for attracting new clients, according to Cerulli Associates.
Surging Q2 Financials Fuel Norway SWF’s H1 Return
Despite a 1.6% loss in Q1, the $1.92 trillion Government Pension Fund Global returned 5.7% for the first six months of 2025.
AI Already Informs Indexing, Portfolio Management
Those waiting for artificial intelligence to arrive should wait no longer: Investors use it regularly in building data-informed portfolios.
Norway’s $1.9T SWF Divests 11 Israeli Investments, More Possibly to Come
The country’s central bank has also terminated its contracts with external managers in Israel.
Community Foundation of Herkimer and Oneida Counties Picks OCIO
Already the social impact investor’s investment consultant, Crewcial Partners will take fiduciary management over the $220 million portfolio.
ETFs Saw $121B in Inflows in July, $677B for Year to Date
Investors piled into equity and fixed-income exchange-traded funds, while dumping small-cap exposure.
Brinley Partners Launches Inaugural CLO, Backed by $4B From Insurance Firm
The BCI-backed private credit firm plans to target companies in defensive sectors.
Fixed-Income Benchmarks Become More Customized
Technology, data collection and better funded statuses have asset owners rethinking traditional benchmarks.