Investors Shift to Alts, Other Active Strategies to Calm Concentration Worries
Morningstar Wealth’s CIO for the Americas cites emerging markets and early artificial intelligence ‘losers’ as potential smart plays.
News
Focus on Liquidity Risk Sharpens as Slower Private Equity Distributions Persist
Over-allocations, public market concentration, and questions about the cost and sources of funding all lead to questions for investors.
Allocators Focus On Risk Management in Increasingly Complex Environment
Geopolitics, trade conflicts and persistent inflation are top of mind for investors.
BlackRock Appointed as Fiduciary Manager for British Coal Staff Pension
The £8 billion OCIO mandate with BCSSS will cover 39,000 members.
Emerging Hedge Funds Finding Their Footing Earlier
Smaller firms are adapting to an increasingly competitive environment, according to research from the Alternative Investment Management Association.
Rockefeller University Names Jun Yang as CIO, Succeeding Paula Volent
The $3 billion endowment’s new investment head comes from Oberlin College.
How to Reduce Global Equity Concentration Risk by Region, Sector and Strategy
CIO interviewed Jared Gross of J.P. Morgan Asset Management on his recent paper about using ETFs to rebalance away from benchmark-related overexposures.
Janus Henderson Names New Hires in Institutional Client Group
The three newcomers include an outsourced CIO specialist from Participant Capital.
What Do Limited Partners Want From Their Managers?
In a CIO webinar, institutional investors discussed their evolving relationships with and their expectations for their general partners.
Trump Administration Seeks $1B to Restore Delphi Pensions
The effort, included in $87.6 billion supplemental spending request, revives a long-running fight to restore full benefits to levels they were at before GM’s 2009 bankruptcy.
Colorado PERA Returns 14.1% in 2025, Sees Slight Dip in Funded Status
Assets of the pension system rose to $75.1 billion, while unfunded liabilities ticked up to $30.1 billion.
CIO Webinar: What Limited Partners Want
What Limited Partners Want: Asset owner limited partners seek best-in-class managers, alignment of interest with general partners, and clarity around fees, exits, conflicts of interest and more when committing to private markets.
Will AI’s Next Productivity Revolution Begin in the Fields?
A First Eagle Investments fund manager explores how artificial intelligence tools will benefit businesses, like farming, using it to solve practical operating problems.
With Mega-IPOs, Index Concentration Can Encourage Shift Toward Active Management
As indexes are increasingly dominated by large companies, managers tout active strategies as a solution.
New Mexico Educational Retirement Board Names New CIO
Deputy CIO Steve Neel will step up at the $20 billion fund, succeeding Bob Jacksha.