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.
Asset Allocation
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.
Data, Custom Indexing Reshape Public Equity Portfolios
Investors are increasingly seeking to customize their investments to their specific mandates.
Measuring Hedge Fund Performance Has Its Limitations
Benchmarks are a key part of the discussion as investors look for ways to quantify the funds’ contributions of different exposures to generate returns.
Institutional Investors Pull Back From US Equities, See Complacent Markets Amidst Tariff Policy Shifts
According to CoreData research, investors are making significant portfolio changes in light of market volatility.
Octopus Australia Wins $650M Mandate From APG
The renewable fund manager will deploy assets from the Dutch pension fund to clean energy transition projects.
After Rollercoaster Year, Japan’s GPIF Ekes Out 0.71% Gain in Fiscal 2024
The $1.7 trillion pension giant also increased its domestic bond holdings by $28 billion during the fourth quarter.
Institutional Funds Largely Underperformed Benchmarks in Q2
Plans tracked by Confluence’s Preliminary Plan Universe Performance Report returned 6.06% during the year’s second quarter.
La Caisse Invests $2.3B in UK Nuclear Plant
The Quebec pension fund will take a 20% stake in the $51.40 billion project.
‘Imperialist Russia’ Causes Another European Fund to Reinstate Weapons Manufacturers
Danish pension fund AkademikerPension said it will no longer restrict investments in European arms manufacturers with links to nuclear weapons.