Special Coverage

While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.

With key inflation and jobs reports delayed, allocators brace for a foggy December—balancing risk, volatility and uncertainty about the Federal Reserve’s next move.

Institutions might be willing to maintain their bet on concentrated markets, if top-performing equities grind higher.

Once used for cash or transition management, exchange-traded funds are taking a bigger role in institutional portfolios.

While not a driver of growth in exchange-traded funds, institutional investors have found new use cases for the investment vehicles.

Institutions are backing exchange-traded funds as anchor investors, but they may have to sacrifice some control to reap the benefits.

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.

Equity exchange-traded funds, rather than fixed-income options, are the top choice of insurance investors, according to State Street’s Meta Curry.

Artificial intelligence can make a major contribution by interpreting data, but it will not generate alpha on its own; human analysts remain better with ‘intangible’ information.

Asset managers should consider how artificial intelligence brings value before integrating the software.

Liquidity requirements reframe the need for diversification.

How the recent executive order on private assets in defined contribution plans could pave the way for investment committee excellence.

What CIOs should be watching as private lending moves into the mainstream of corporate financing and institutional portfolios.

Technology, data collection and better funded statuses have asset owners rethinking traditional benchmarks.

Investors are increasingly seeking to customize their investments to their specific mandates.

Blockchain-based investments could provide liquidity and operational efficiency for institutional investors.

Regulators are making it easier to tokenize assets, but market structure will have to evolve to support widespread adoption.

Traditional custody banks are getting competition from upstarts.

Market shifts and new technology have changed how CIOs organize their teams.

Careers at public pension funds, endowments and other institutional investors may not match the pay or the locations of private sector firms, but these institutions can still find an edge.

Success can come from prioritizing diversity of opinions and workplace flexibility to recruit and retain investment, operations and technology personnel.

Corporations are increasingly evaluating de-risking options for their pension funds, while also adding risk to their portfolios.

Delta Air Lines CIO Jonathan Glidden offers a peek into the internal debates.

Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants.

The asset classes can provide significant diversification and are uncorrelated with other fixed-income investments.

Investors have taken a beating on their CRE exposures, but analysts say the worst might be over, giving disciplined investors opportunities at attractive entry points.

Economic growth, improving real estate fundamentals could drive a moderate recovery in real estate investment activity.

While the industry is forever changed following the pandemic, portfolio managers expect a rebound ahead.

Investors expect a stock rally to continue in 2025, fueled by deregulation and tax cuts, while watching policy closely.

Hopes for more M&A activity could lead to more deals and liquidity.

Investors are seeking safe havens and new geographic opportunities as the world becomes more fractured.

Economic factors, especially Chinese demand destruction and the growth of renewables, are flattening demand and increasing market volatility for fossil fuels.