What Allocators Can Learn From Each Other
In a CIO webinar, investment office leaders discussed valuable insights applicable across the allocator industry.
Research
LPs Seek Stronger Technology Infrastructure From Managers
Customized and faster reporting is top of mind for limited partners, according to the CEO of fund administrator Gen II.
How Asset Manager Priorities Are Shifting
Firms are increasingly focusing on their core product offerings, according to a survey from Northern Trust, with more than 28% reporting their firm plans to reduce its product set.
Key Metrics About Family Offices and Their Strategies
Data from J.P. Morgan Private Bank offer a glimpse into the people in and investment priorities of family offices around the world.
How LPs Use AI: What Works—and What Doesn’t
The technology is useful in operational tasks, but allocators are hard-pressed to find artificial intelligence tools useful for precision tasks, according to the Emerging Allocators Association.
Asset Manager Insurance AUM Rises to $5.5T
With assets under management growing by $1 trillion in 2025, the market for external managers of insurance assets became less concentrated over the last decade.
Asset Owners Embrace Private Markets, Seek Better Data Quality
A survey from Northern Trust’s asset servicing group polled institutional investors on an array of complex investment and operational decisions.
Manager Selection Seen Driving Return Dispersion
Endowments and foundations with similar asset allocations are experiencing a divergence in returns, according to OCIO Analytics.
Insurers Plan to Increase Alts Allocations
Carriers have an optimistic outlook but are also signaling caution by reducing risk, according to Conning.
Latin America Reforms, Potential Fed Moves Bode Well for Insurers
A report from T. Rowe Price suggested that the political climate in the U.S. and Latin America, as well as Fed expectations, provide insurers with income opportunities.
OCIO to See $1.3T in Inflows by 2029
Growth in defined contribution channels is expected to lead outsourcing assets to $5.6 trillion by the end of the decade, according to Cerulli.
Approximately 88% of Asset Allocators Plan to Increase Investments in AI, Data Centers
Limited partners are doubling down on digital infrastructure, according to a survey from Dynamo.
Tariffs Fuel Inflation Fears Among Insurance Companies
Insurance firms see inflation as the biggest threat to their investment strategy over the next year, per a BlackRock report.
LPs Remain Under-Allocated to Private Markets, Leaving Many Reviewing Manager Relationships
Institutional investors seek to do more with fewer general partners, according to a survey released this week by Goldman Sachs Asset Management.
Netherlands, Iceland, Denmark Named World’s Best Pension Systems
The A-grade countries’ retirement schemes deliver good benefits, are sustainable and have high levels of integrity, according to Mercer.