Brinley Partners Launches Inaugural CLO, Backed by $4B From Insurance Firm
The BCI-backed private credit firm plans to target companies in defensive sectors.
Asset Allocation
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.
New York State Pension Bulks Up on Private Equity in $3B Spree
The pension fund allotted more than $1.4 billion to the asset class in March alone.
Actors Call for Screen Actors Guild Pension to Divest Fossil Fuels
The guild’s pension fund is estimated to have at least $100 million invested in fossil fuels.
Geopolitical Risks Force Family Offices Into Liquid Alternatives, Cash
A BlackRock survey found that family offices are diversifying away from U.S. equities.
British Columbia Pension Earns 10% in Fiscal 2025, Led by Public, Private Equities
The Canadian pension fund’s asset value grew to C$295 billion, but its returns fell short of the benchmark for the fiscal year through March 31.
As Exits Slow, Venture Secondaries Tick Up
Venture capital stakes are being acquired at attractive discounts while uncertainty puts a pause on IPOs.