Endowments Could Turn to OCIO Amidst Tax Hikes, Liquidity Pressures
Outsourced CIOs with expertise in complex tax situations have an edge for attracting new clients, according to Cerulli Associates.
News
Multiemployer Pensions See Asset Surpluses for First Time
The funding ratio of U.S. defined benefit multiemployer plans reached 100% at the end of June, according to Milliman.
Australian Retirement Trust Chairman to Retire
Andrew Fraser intends to retire at the superannuation fund’s annual member meeting on November 20, at which point a successor will be named.
Surging Q2 Financials Fuel Norway SWF’s H1 Return
Despite a 1.6% loss in Q1, the $1.92 trillion Government Pension Fund Global returned 5.7% for the first six months of 2025.
Corporate Pensions See Funding Ratio Gains in July
The funded status of corporate plans increased for the fourth consecutive month, primarily due to a decline in the value of liabilities.
LaSalle Raises $700M in Commitments for Real Estate Debt Strategy
The firm will lend to multi-family properties and multi-tenant industrial properties across the U.S.
Borrowing From the Future Means Reliance on Growth, and Inflation
Prioritizing total-factor productivity instead of debt-to-GDP ratio, Nikko Asset Management’s chief strategist lays out a scenario by which the U.S. economy could recover.
AI Already Informs Indexing, Portfolio Management
Those waiting for artificial intelligence to arrive should wait no longer: Investors use it regularly in building data-informed portfolios.
PRT Market Outlook Remains Strong, Despite Mega-Deal Slowdown
The U.S. and U.K. will continue to be the center of the $1 trillion pension risk transfer boom, according to Legal & General.
Norway’s $1.9T SWF Divests 11 Israeli Investments, More Possibly to Come
The country’s central bank has also terminated its contracts with external managers in Israel.
Nuveen Raises $1.3B For Energy Infrastructure Credit Fund
EPIC II received anchor commitments from a Canadian pension and TIAA.
Community Foundation of Herkimer and Oneida Counties Picks OCIO
Already the social impact investor’s investment consultant, Crewcial Partners will take fiduciary management over the $220 million portfolio.
IPO Market Showing Promise Despite Slow Start to 2025
Figma’s sensational July debut could entice other startups to brave the public market and help end the IPO drought.
Kodak Seeks Pension Reversion Proceeds to Pay Down Debt, Avoid Insolvency
The company has terminated its retirement income plan in favor of a cash balance plan amidst going concern warnings.
Denise Stake Named Connecticut Deputy CIO
Stake was promoted from her role as principal investment officer for real assets and will be succeeded by Amit Aggarwal.