In Focus

Risk October 1, 2024

How Investors, Public Companies View SEC’s Cybersecurity Disclosure Requirements

Disclosure requirements can be a hassle for companies, but investors seek to understand material risks.

Market Drilldown November 16, 2017

LDI Shines Bright

Prospects align to make 2017 a year for finding or borrowing wealth to fund pension plans.

Market Drilldown November 16, 2017

NEPC: As More Plans Turn to LDI, Customization Becomes Popular

Treasury STRIPS and custom LDI mandates have increased over the past five years, NEPC’s 2017 Defined Benefit Plan Trends Survey shows. Plan sponsors are taking a closer look at...

Shop Talk November 16, 2017

DIY Annuities Are Here

Over the past five years, plan sponsors have started to look for greater customization in LDI strategies. Private debt could be an option for plans that still have funding...

Shop Talk November 16, 2017

Timing Your LDI

Institutional investors who may be worried about writing bigger checks than they expected for their pension contributions may want to start thinking about liability-driven investing (LDI) now, before any...

Shop Talk November 16, 2017

Keeping Ahead of Tax Reform

A change in the corporate tax rate will have a ripple effect on LDI. CIOs need to move fast. “Some people say it differently, and they will say we...

CIO Spotlight October 2, 2017

CIO Roundtable

Investors talk about challenges, product gaps, and innovative strategies for scaling sustainable investments.

Shop Talk October 2, 2017

Beyond Basic Breaches, Black Hat Conference Highlights Cybersecurity Disrupters

Machine learning is getting a lot of ­attention in the digital information security space.

Data Room September 19, 2017

Emerging Snapshot

Investors have high hopes for emerging market growth. Growing consumer and technology trends are central to them.

Market Drilldown September 19, 2017

The Hedge Fund Turnaround

Glimmers of optimism keep mounting for the hedge fund industry. The renewed interest follows a brutal 2016, in which investors yanked $106 billion from the asset class, with the...

Market Drilldown September 19, 2017

Upwardly Mobile In China

Booming ­consumer spending is transforming the Chinese economy even as risks elsewhere soar. How investors can profit while avoiding peril.

Shop Talk September 19, 2017

Private Equity: Let the Good Times Roll?

Private equity chieftains are basking in the demand institutional investors are showing for their funds and aren’t shy about admitting it. “I’ve been doing this for 30 years, and...

September 19, 2017

A Nod to the Innovators

This issue is packed with wisdom from leading CIOs—including CalSTRS CIO Chris Ailman, who talks about the Spartan-inspired 300 Club for institutional investors, as well as his passive-yet-vocal investment...

Market Drilldown July 7, 2017

Sohn Speaker Serra Sees UK Gilts as a Short Play

Davide Serra sees the United Kingdom as the “divided kingdom,” one with a broken growth model, and says shorting the country’s government debt, or gilts, is a good bet....

Shop Talk July 7, 2017

Litigation Gamble

Law firms are willing to pay investors triple-digit returns.

Market Drilldown July 7, 2017

Remaking the Markets

The massive move from active to passive allocation has both investors and analysts wondering how it’s going to change the market—and the world.