HOOPP Boosts Real Assets as It Shrinks Bond Exposure
The Canadian pension plan aims for a ‘$10 billion-plus’ infrastructure portfolio.
Asset Allocation
ESG Will Power Capitalism to Solve Humanity’s Problems, Says Ackman
Hedge fund head cites four stocks, including Starbucks and Lowe’s, as examples of sustainability prowess.
Diversity Efforts at Private Equity Firms Have a Long Way to Go
More institutional investors are calling for equity and inclusion, but challenges remain in disclosures and transparency.
Special Report: How to Make Money from Distressed Real Estate in 2021
Pension funds and other institutions are considering investing in problem properties via KKR, Apollo, Blackstone, and other Wall Street players. The goal: turnarounds.
Special Report: Why Mortgage-Backed Securities Will Shrug Off Higher Rates
These bonds, undergirded by pools of home loans, benefit from the zest to nest, federal support, and other forces.
Exclusive Coverage: CIOs Assess How Pension Fund Investors Can Be Successful After COVID-19
Better governance, flexibility, and clever investment strategies and solutions can prepare pension funds for the future, plan leaders say.
Exclusive Coverage: Why the US Dollar Will Stay on Top
Celebrated economist Dambisa Moyo, at a CIO virtual event, describes how America’s strengths should outweigh its downsides, to the buck’s benefit.
Big Oil Strikes Back at ESG
A Texas bill would force the state’s retirement systems to divest from companies that divest from fossil fuels.
SEC Launches Climate, ESG Enforcement Task Force
The team of 22 will identify ESG-related misconduct and focus on climate risk disclosures.
Retail Investors Aim to Spend $170 Billion in Stimulus Aid on Stocks, Survey Says
A significant chunk of the next round of stimulus checks may find its way into the equity markets.
CDPQ Doubles Down on Security, Controversy
Canadian pension invests in alleged human rights violator G4S and Predator drone trainer CAE Inc.
Canadian Pension to Invest C$5 Billion in Green, Social Bonds by 2025
British Columbia Investment Management also aims to cut carbon exposure of public equities by 30%.
Mortgage Securities Deserve a Bigger Place in Pension Portfolios, DoubleLine Says
They have lower volatility and often better returns than corporates, a study by the Gundlach firm concludes.
US Corporate Pension Funded Ratio Climbs to 89.8% in January
An increase in discount rates boosted the funded levels of the 100 largest corporate pension plans by $39 billion.
Harvard Management Company Completes Restructuring Plan a Year Early
Narv Narvekar says the firm is benefiting from embracing a generalist approach over a ‘silo’ strategy.