Asset Allocation

Investment portfolios see sharp reversal from last year’s record returns.

Gregory Davis predicts that a U.S. economic slump, when it occurs, will be mild.

The reallocation sees the fund increasing its overall investment in private equity by 400 basis points.

Donald Pierce discusses his allocation strategies as CIO of the San Bernardino County Employees’ Retirement Association.

Pension giant hopes to encourage the disclosure of ESG data.

Joint venture seeks to accelerate work of companies in food, water, energy and other sectors.

Portfolio beats benchmark thanks to a private equity allocation exceeding the pension fund’s ‘allocation range tolerance.’

Japan’s GPIF remains the largest pension fund in the world for the 20th straight year.

Falling equity markets and rising interest rates are blamed for the portfolio’s $7.7 billion loss.

Asset value of trust fund falls by more than $2.7 billion to end the year with just over $40.1 billion.

The pension fund committed nearly $500 million to real assets during the month.

Pension fund wants to halve its investment exposure to them by 2030.