3 Investing Considerations for Endowments and Foundations for 2024
A Fidelity Investments portfolio manager provides a playbook for those with aggressive investment objectives to help avoid downside this year.
News
SEC Staff Clarifies Climate Disclosure Sticking Points
Two SEC staff addressed issues of materiality emissions in a webinar hosted by Ceres.
Central States Reaches Agreement to Repay $127M Overpayment
The plan reached a settlement with DOJ on Monday that will clear its debt with the PBGC.
Caltech CIO Scott Richland to Step Down in December
The investment chief was at the helm of the university's investment office for 14 years.
GPIF, APG Launch Infrastructure Joint Investment Partnership
The funds plan to invest in developed markets.
Private Capital Fundraising Tilts Toward the Big Guys
Slowdown in number of firms pulling in fresh money means more for the top 10 funds, Preqin says.
Japan’s GPIF Equity Managers Rate Microsoft, Enel Tops for Climate Risk Disclosure
The software giant and Italian utilities firm received rave reviews for their TCFD disclosures and net zero commitments.
Cerity Partners Merges with Agility in OCIO Push
After the deal closes, Agility will be called Cerity Partners OCIO
Public Markets at Risk of Shrinking Further, Says Jamie Dimon
The banking chief decried shrinking public markets, investor activism and other risks to investment markets in JPMorgan Chase’s annual CEO letter.
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
New York State Pension Commits $550M in February
More than $400 million of the investment was made within the pension fund’s real estate portfolio.
AI Will Revolutionize Private Equity Investing
Artificial intelligence will be able to convert its efficiency advantage over human investors into markedly better returns, per a Columbia Business professor with experience in the business of AI investing.
Oregon Enacts Thermal Coal Divestment Law
The COAL Act, signed this week by the governor, is expected to enact thermal coal divestments from the state’s pension fund.
Why Private Credit May Not Be as Good as It Looks
Factor in risk adjustments and fees, and this fast-growing asset class’s high returns get whittled down, an academic paper finds.
SEC Seeks Institutional Investor Reps for Advisory Committee
The independent committee needs representatives of pensions and mutual funds to bolster investor protection.