A Terminal Diagnosis
Many institutional portfolios are built on assumptions that may not survive the decade. Those planning ahead are building immunity.
Opinion
Why the Best AI Investors Are Also Builders
Technology operatives who co-founded a VC firm explain how artificial intelligence is fundamentally changing the venture capital model.
Using the Power of a Pension Surplus to Enhance Retirement Security
Overfunded defined benefit plans are now a hallmark of corporate America, and sponsors are exploring new, strategic uses of pension surpluses to extend employee benefits.
Why We Co-Filed: Shareholder Engagement as Fiduciary Imperative in Age of Surveillance Risk
Two foundation leaders urge peers to engage with the companies in which they invest to better align investment strategies with missions and long-term priorities.
Why AI Won’t Replace the CIO, But Will Redesign the Investment Office
The most important question is not whether an organization should experiment with AI, but whether the institution is prepared to govern what comes with it, writes a managing director from Michael Oak Advisors.
A Valuable Diversifier in an Era of Uncertainty and Concentration
The latent opportunities of undervalued Japanese firms offer defense against a down cycle for US technology, writes Amova Asset Management’s chief global strategist.
SEC’s New Forced Arbitration Policy Puts Everyday Investors at Risk
Wider adoption of forced arbitration would erode trust in the capital markets, as well as being harmful to individual investors, writes a corporate governance advocate
How to Responsibly Address AI in Your Portfolio
The Intentional Endowments Network reviews what endowments and foundations need to know about artificial intelligence.
Artificial Intelligence: 2 Sides of the Same Allocation Coin
The increased agility available in public markets might provide more value than the higher-return expectations in private markets.
Private Credit Solved an Asset-Liability Mismatch—Then Recreated It
The structure of retail private-credit offerings allowed investors to participate in the asset class’ yield premium without fully bearing its illiquidity cost, writes the CIO of Gramercy Funds Management.
Is the Pay-Off of Technology Well Understood?
Asset owner executives should use 2026 to start thinking seriously about the strategic value of artificial intelligence.
OCIO Services: A Strategic Investment Partner for Mission-Driven Organizations
Advisers from Fiducient write that the partnerships built on trust, transparency and alignment of purpose work best.
A 60/40+ Portfolio for the Next 30 Years: A Broader Tool Kit
A J.P. Morgan Asset Management CIO explains why it is time for institutional allocators to ‘diversify the diversifiers.’
The Forces Propelling Direct Lending: As It Scales, Complexity Follows
What CIOs should be watching as private lending moves into the mainstream of corporate financing and institutional portfolios.
Unlocking 401(k) Innovation: Litigation Risk Is Stifling Thoughtful Stewardship
How the recent executive order on private assets in defined contribution plans could pave the way for investment committee excellence.