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.
News
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.
A Complex Environment for Investing, Governance Raises the Appeal of Investment Outsourcing
Insights from a Fidelity Investments portfolio manager on trends shaping investment strategies of small to midsize endowments and foundations in today's complex market environment.
South Carolina Retirement System Returns 11.34% in Fiscal 2025
Assets managed by the Retirement System Investment Commission increased to $50.34 billion.
Rolls-Royce Holdings Completes $5.77B Buy-In With Pension Insurance Corp.
The pension risk transfer transaction will cover the aerospace company’s remaining liabilities.
Former CAIA CEO William J. Kelly Joins Star Mountain Capital
Kelly served as the top official at the Chartered Alternative Investment Analyst Association for 10 years.
Manulife to Acquire 75% of Private Credit Shop for $937.5M
Comvest Credit Partners manages $14.7 billion in assets and would be merged with Manulife’s existing credit platform.
National Grid Completes Third Pension Risk Transfer via Rothesay
The $1.2 billion annuity buy-in, the third in five years conducted by the pension and insurer, will cover 7,130 uninsured scheme members.
Annika Kim Named Credit Director at TMRS
Kim joins the pension fund from Apollo Global Management, where she was a private equity associate.