COVID-19 Creates New Factors for Due Diligence and ESG
Positive returns correlated to company behavior could be predictive for future pandemics.
Shop Talk
Budding Trend: Institutional Investors Focusing Locally
Pandemic-induced economic instability and nationwide protests could spur investments in nearby businesses. Keeping politics out of the equation and ensuring proper diversification are musts.
Lower the Pension Plan Benchmark? Well, Not So Easy
A lot of assumed return rates are unrealistically high. But lowering them can turn a retirement program into a political buzzsaw. Some plans just say no to that idea.
Your Hacking Risk: What You Don’t Know Really Can Hurt You
Insider tips for securing and managing your remote workforce.
How Asset Allocators Are Planning Life Back in the Office
It involves apps for contact tracing, National Guard soldiers stationed at the front doors, office team rotations, and hand sanitizer stations.
How CIOs Get Leeway from the Board
Getting a board buy-in for rebalancing portfolios is tough for new investment chiefs. Veterans reveal tried-and-true practices that helped them gain some freedom.
Op-Ed: Is Your Benchmark for Real? Probably Not
Longtime CIO Tony Waskiewicz provides a benchmarking suggestion to enhance your institution’s evaluation process.
Tough Task: Recruiting Talent for Corporate DB Plans
The small pool of top job openings and the often lower pay than on Wall Street are challenges. Still, doing good and buoying an underfunded plan are strong appeals.
Institutional Investors, Asset Recycling, and the US Infrastructure Agenda
Infrastructure is a hot topic in the upcoming fourth coronavirus stimulus package, and the world’s wealthiest asset managers, bearing an appetite for portfolio resiliency and diversification, could be of great assistance.
OCIO Roundtable (Part 2): Surprises and Best Practices Through COVID-19
With due diligence limited, thought leaders from leading OCIO firms discuss their processes for navigating after the coronavirus crash.
As Funds Switch to Remote Work, Outside Manager Selection Gets Tougher
For some asset allocators, traditional due diligence activity has halted. Others look for new ways to assess hiring investment wranglers.
OCIO Roundtable (Part 1): Portfolio Rebalancing During COVID-19 Mayhem
On policies, benchmarking, and measuring added value within the current market.
CIO Roundtable (Part 3): The Coronavirus’ Chain Reaction on Asset Allocation, Modern Society, and Portfolio Performance
Chief investment officers discuss their approaches in keeping their asset allocation strategies distinct when asset performance is out of control.
CIO Roundtable (Part 2): Alternative Investment Performance in an Alternative Environment
Chief investment officers from leading institutions share their insights on alternative asset dynamics stimulated by the coronavirus pandemic.
CIO Roundtable: Secrets to Building an Effective Team
Insights from leading asset allocators into how they form and manage top-notch staffs.