Negative Sentiment Toward Private Equity Firms’ ‘Predatory’ Behaviors Impacting Investors
Mounting criticism from high-profile political figures is influencing thinking.
Asset Allocation
Endowments and Foundations Sticking It Out with China
Despite volatility, long-term institutional investors see no reason to change strategy, NEPC study says.
SEC Questions Strategy for Thinly Traded Securities
‘One-size-fits-all’ equity market structure ‘may not be optimal’ for low-volume trades.
Rhode Island Turns to Options and Emerging Markets Debt to Improve Funding
NEPC guides the state’s investment commission through the addition of new asset classes.
ESG Principles Guide 70% of Institutional Investors
However ESG adoption slowed in 2019 after two years of rapid growth.
Notre Dame, University of Chicago Endowments Return 7.2%, 6.9%
Portfolios grow to $13.8 billion and $8.5 billion respectively.
The 60-40 Stock-Bond Asset Mix Is Dead, BofA Warns
Equities will offer better risk-adjusted returns in the future, and bonds will slide, a report predicts.
Norway’s Largest Pension Fund Divests from Oil Sands
KLP excludes firms such as ExxonMobil’s Imperial Oil from $81 billion portfolio.
Alaska Contemplates Market Trends for Next Asset Allocation Strategy
CIO Marcus Frampton discusses the implications of each asset class while preparing for a new strategic asset allocation.
Majority of Companies Not in Line with Paris Agreement Goals
Only 9% of 161 companies on Climate Action 100+ watch list meet minimum climate change requirements.
Cornell, Penn State Endowments Return 5.3%, 7.7% for Fiscal 2019
Cornell endowment hits record $7.3 billion, Penn State tops $3.1 billion.
Tumbling 10-Year T-Note Yields Have Lower to Go, Moody’s Says
Now 1.51%, the research unit says it could slide to between 0.5% and 1% in a recession.
Falling Bond Yields ‘Warning Sign’ for Canadian DB Plan Sponsors
Aon says the window for de-risking opportunities ‘seems to be closing.’
Norway’s Pension Fund Divests from Upstream Energy Companies
The Scandinavian country is the latest entity to run scared from oil-dependent firms.