CIO Interview Series: Barry Kenneth, CIO of the UK’s Pension Protection Fund
The CIO of the UK's Pension Protection Fund discusses investing in the private markets and investing trends.
Asset Allocation
Opportunity Awaits Asset Owners in Tokenization
Blockchain-based investments could provide liquidity and operational efficiency for institutional investors.
How Digital Tokenization May Change Custodians’ Role
Traditional custody banks are getting competition from upstarts.
AP7 Dumps $1.3B in Tesla Stock Over Workers’ Rights at 4-Month High
Sweden’s second-largest pension showed that divesting for ESG purposes doesn’t require taking a loss.
CPP Credit Investments Provides $300M for Värde Finance Platform
The partnership will focus on subscription line lending and other fund finance products.
LP Interest Rises in Secondaries, Private Credit
Private equity and other alternative investments take a back seat, according to Coller Capital’s latest global private capital barometer.
Easier Said Than Done: Shifting Private Foundation Assets to Offset Proposed Tax Could Prove Difficult
Liquidity needs and potential spend-downs make alternative investments a tricky tax-hike solution.
How Institutional Investors Can Win the Battle for Top Talent
Success can come from prioritizing diversity of opinions and workplace flexibility to recruit and retain investment, operations and technology personnel.
HESTA Dumps Mining Company Mineral Resources Stake due to Governance, Ethics Concerns
The $58 billion Australian superannuation fund also placed WiseTech on its watch list following four board resignations.
$125B Danish Pension Removes Defense Stocks From Blacklist
PFA, Denmark’s largest pension, will allow investments in select defense companies amidst an increase in European defense spending.
Pennsylvania Pension Fund Seeks Divestment of Tesla Shares
The board of Lehigh County’s pension fund has paused purchases of the company's stock and seeks a full divestment.
Australia’s First Sentier Investors Names CFO, Strategy Officer
The appointment comes just as the firm prepares to launch its first ETF on the Australian Securities Exchange.
Proposed Endowment Tax Hikes Would Further Complicate University Investment Strategies
House members have proposed boosting the 1.4% endowment tax rate as high as 21%—matching the corporate tax rate.
Brown University Endowment Adds $5M in Bitcoin ETFs
The endowment purchased 105,000 shares of BlackRock’s iShares Bitcoin Trust exchange-traded fund.
Public Equities Buoy CAAT Pension Plan’s 15% Return in 2024
The C$23.3 billion pension fund’s active management has outperformed its benchmark by 1.5% annually.