Asset Allocation
Investing in The Energy Transition
The many opportunities in the energy transition for allocators were discussed in a recent webinar hosted by CIO.
News Archive: Apr - 2024
Asset Allocation
Why Japan Is a Good Investment Destination Now, Says Preqin
The country’s stocks are up and affordable, plus the dollar remains strong.
Alternatives
New AI Tool Aims to Assist Alternative Investment Managers
BlueFlame AI seeks to implement artificial intelligence in the workflow of asset managers and asset owners.
Market Moves
Pension Fund-Backed M&A Deals Continue to Nosedive
Transactions in Q1 totaled just under $1.3 billion, a fraction of the $15.3 billion worth of deals during the year-ago quarter.
Research
NCPERS and CBIZ to Distribute Employee Compensation Survey
The survey is intended to help retirement systems make better recruiting and retention decisions.
Regulation
South Carolina Bill Seeks to Shield Agriculture Firms From ESG Requirements
The Farmers Protection Act is the latest pushback by Republicans to prevent financial firms from applying environmental, social, and governance standards.
Pensions
Nearly Half of the Largest US Pension Funds are More Than 100% Funded, Milliman Reports
Of the largest 100 corporate DB plans, none had a funded status less than 75%, according to Milliman’s annual corporate pension funding status.
Pensions
NYC Pensions Negotiate Worker Safety Deals With Major Telecoms Companies
SBA Communications, American Tower, and Crown Castle have agreed to increase disclosures about tower site safety.
Research
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
Pensions
Chicago Teachers’ Pension Fund Adds $2.1 Billion to Illinois Economy in 2023
Analysis finds that each dollar the $12.1 billion pension fund paid out in pension benefits generated $1.40 in economic activity in the state.
Newsmakers
Kathleen Lutito, Lumen Technologies CIO, to Retire in May
Flora Hedrick will be the new CIO.
Pensions
CalSTRS to Hold Second Round CIO Interviews at the End of April
The fund expects to have a candidate named by July.
Asset Allocation
Hedge Funds Had Good Returns in February, but Investors Pulled Money Out Anyway
The 2.2% investment performance did not seem to matter, although a Nasdaq eVestment report shows that the outflows were concentrated in a few large funds.
Pensions
Alecta Reports 5.9% Q1 Return After Losing Billions on Regional Banks
The Swedish pension fund saw its assets grow to $118.68 billion.
Opinion
The End of Easy Money: Institutional Investors and the Private Markets
It will take time for the system to work through what is effectively a liquidity queue.