US Equities Lead 9.8% PennSERS Return for 2024
The pension fund raised its asset value by $3.5 billion to $38.7 billion despite ending the year with a Q4 loss.
Asset Allocation
Report Claims CalPERS’ Sustainability Portfolio Runs on Oil
However, the largest pension fund in the U.S. says the pro-investment approach is more effective than divestment.
CalSTRS Achieves 7.7% Return in 2024, Assets Reach $349.7B
Returns for the California State Teachers’ Retirement System were boosted by equities.
How Sports, Niche Investments Provide Diversification, Risk-Adjusted Returns
Asset allocators are increasingly interested in sports, and Cordillera’s Ashley Marks explains that such opportunities are attractive to the right portfolio.
How Big Is OCIO Market? At Least $4.79T, per Chestnut Advisory
Outsourced CIO assets are at least 25% larger than average estimates, the investment consultant found.
Independent Schools Increasingly Using Outsourced CIO Providers
Nearly one-half of institutions surveyed by Commonfund reported using an OCIO.
Investors Move More Into Alts Following Stock Surge
Illiquid asset classes are among those viewed as stable amid growing uncertainty about the U.S. economy and global public markets.
With Interest Rates Elevated, It’s Time for Fixed Income
Investors are upping their allocations and focused largely on U.S.-based investments.
Is the Shine Coming Off of Private Credit’s ‘Golden Age’?
Private credit funds are sitting on piles of money, but the slowdown in M&A is having an impact.
Swedish Pension Fund AP2 Returns 8.2% in 2024
The investment performance raises the pension’s asset value to $42.9 billion.
Foreign Equities Spur Japan GPIF’s Q3 Rebound
After a dismal second quarter, the pension giant posted a 4.3% return to raise its asset value to $1.69 trillion.
US College, University Endowments Returned 11.2% Last Year
According to the 2024 NACUBO-Commonfund Study of Endowments, 658 institutions, representing $873.7 billion in assets, reported a $30 billion increase in spending.
NYSCRF Bulks Up on Real Estate Investments in December
The $275 billion pension giant committed more than $2 billion in total for the month.
Canadian Pension Fund BCI Offers to Take Infrastructure Manager BBGI Private
The Luxembourg-based manager could be acquired for $1.31 billion.
Insurers Continue to Seek Greater Private Markets Exposure
According to Conning’s annual insurance investment risk survey, insurance investors are far less concerned about inflation than in recent years and are piling into private assets.