One Big Reason Canadian Plans Are So Well Off: International Investing
Their overseas exposure is expanding, while US funds stay mostly at home.
Shop Talk
What’s the Impact of Early Retirements on Plans?
More than a year into the pandemic, some pension funds are reporting a jump in workers leaving.
Will Bitcoin Supplant Gold as a Store of Value?
Gold has fallen off with the rise of Bitcoin. What is the outlook for this traditional asset?
How Effective Are Investment Consultants for Allocators?
The gap between consultants’ actual and claimed performances was remarkable, says one study, looking at UK-based firms with worldwide reach.
How Allocators Are Honing Asset Strategies, Amid a Problematical Future
Many institutional investors have positioned their funds to generate returns, while others are girding for further volatility.
Choosing Consultants: What Should You Measure?
Sizing up the people you’ll work with to expand your investment capabilities is no easy task.
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.
How CIOs Assemble Outstanding Investment Teams
Leading asset allocators offer insights into their techniques to form and manage top-notch staff.
How CIO Sean Bill Is Successfully Revamping His Portfolio
With good results in hand, he is shifting the allocation of his California transit agency pension fund and health care trust, aiming for still better performance.
Op-Ed: What Are We Really Measuring When We Use Peer Rankings? (Part One)
Longtime investor Tony Waskiewicz says peer rankings are the result of many factors and are not the best way to judge the skills and talents of an investment team.
Endowments Embrace Net-Zero Portfolios: Is It the Future of Investment Management?
Questions remain about how to measure risks and what a proper framework looks like, but more colleges and universities are taking the plunge.
Amy Falls: What’s Next for the Northwestern Endowment?
William McLean’s successor to the $12 billion fund has carefully built a successful track record over her decades-long career.
Will Political Divisions Mess Up Economic Growth?
For investors, all the discord could swell uncertainty about long-term investments. Cause for hope: Even now, Republicans and Democrats can find common ground on some things.
How to Prevent a K-Shaped Recovery
Changes to the capital markets, higher taxes for the rich, tougher antitrust enforcement, enhanced education—all get proposed as cures. If the problem can’t be solved, the economy may suffer long-term.
What Artificial Intelligence Can—and Can’t—Do for Investors
While machine learning still has major shortfalls, it is gaining ground at divining useful patterns, like analyzing how executives talk in earnings calls.