Dimensional Got the SEC’s OK for Dual Share Class Funds, but What’s Next?
The firm has applied for permission to launch 13 exchange-traded-fund share classes, but significant movement is not anticipated in the immediate future, experts say.
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Hamilton Lane, Guardian Announce Long-Term Partnership
The deal is also expected to bring more than $5 billion to Hamilton Lane over 10 years.
Australia’s Aware Super Appoints New CIO
Simon Warner, its current head of portfolio management, to take over on December 1.
Institutions Eye ETF Seeding, but There Are Some Trade-Offs
Institutions are backing exchange-traded funds as anchor investors, but they may have to sacrifice some control to reap the benefits.
Allocators Increase ETF Use to Diversify Exposures
While not a driver of growth in exchange-traded funds, institutional investors have found new use cases for the investment vehicles.
Institutional Investors Begin to Embrace ETFs
Once used for cash or transition management, exchange-traded funds are taking a bigger role in institutional portfolios.
How Institutions Think About Their Data
The 2025 State Street Data Study found that having a holistic data strategy benefits investors, but while the opportunities are significant, challenges from integrating new data sources and keeping up with innovations, are daunting.
Technology as an Operations Tool
This year, Northern Trust's Global Asset Owner Peer Study found that allocators anticipate operational challenges over the next 12 months – and they’re looking to
technology as the solution.
technology as the solution.
Australian Food Superannuation Fund Names New CIO
Richard Dinham was hired to fill the role permanently after a five-month consulting term.
Bowdoin College Endowment Returns 15.3% in Fiscal 2025
The institution’s assets rose to $2.9 billion at the end of June, and its long-term returns rank among the top 1% of university endowments.
NBIM Returns 5.8% in Q3, Driven by Materials, Telecom, Financials
Assets of Norway’s sovereign wealth fund rose to more than $2 trillion.
Most Digital Investors Plan to Include Stablecoins
Investors’ take-up of the developing type of cryptocurrency is expected to increase, according to research from stablecoin platform Brava Finance.
PBGC Unveils 2026 Premiums With Modest Adjustments
The rates that pension plans must pay the Pension Benefit Guaranty Corporation will increase slightly next year.
Cornell Endowment Returns 12.3% in Fiscal 2025, Second Among Ivies
Assets of the Ithaca, New York-based university rose to $11.8 billion at the end of June.
UK Universities Seed Fossil-Free Investment Fund With More Than $670M
A coalition of 79 institutions of higher education includes both Cambridge and Oxford.