Family Offices Pivot Toward Wealth Preservation Amid Global Instability
A KPMG/Agreus survey found that family offices are focusing on shielding assets from market volatility by moving away from cash.
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CIO Interview Series: Rich Nuzum, Head of OCIO, Franklin Templeton
Rich Nuzum, head of OCIO, Franklin Templeton discusses the evolution of OCIO and the future of institutional allocation.
Public Pensions Make Big Gains in Recruitment, Retention
Approximately 52% of funds reported no issue attracting or holding onto talent, according to research from NCPERS.
Nuveen Launches Multi-Asset Infrastructure Platform
The manager will bring together specialized teams under unified leadership.
CPP Investments Takes Stake in 11GW Power Generation Company
The $1 billion minority investment in Alpha Generation LLC will support energy for digital infrastructure.
Operational Alpha Can Provide a Crucial ‘Competitive Advantage’
More efficient data management and use of machine learning can help investors better prepare for scenarios that include continued market volatility.
Adopting AI, While Still a Challenge, Could Transform Risk Management
Asset managers should consider how artificial intelligence brings value before integrating the software.
How Useful Is AI in Institutional Investing Right Now?
Artificial intelligence can make a major contribution by interpreting data, but it will not generate alpha on its own; human analysts remain better with ‘intangible’ information.
University of Pennsylvania Endowment Returned 12.2% in Fiscal 2025
The fund’s assets grew to $24.8 billion at the end of June.
What History Tells Us About Government Shutdowns
Stocks and bonds remain relatively unscathed so far, and private sector employment data show the economy was already exhibiting signs of weakness.
CaLSTRS’ Scott Chan Appointed to FCLTGlobal Board
The long-term-investing-focused nonprofit added multiple senior members to its board.
Larger Deals Shape UK’s OCIO Trends
Outsourced and fiduciary managed assets rose $153.31 billion over the past year, according to Quantum Advisory.
LA Pension Funds to Host Emerging Manager Event
Qualifying asset managers can apply for one of a number of limited meetings with LACERS and LAFPP staff.
SEC Permits Dimensional to Offer Dual Mutual Fund–ETF Products
The order would allow for a hybrid fund that combines two popular investment vehicles.
Apollo Launches Sports Investing Platform
The firm’s Apollo Sports Capital business will make commitments in sports and live events.