Asset Allocation
Total Portfolio Approach Is a Spectrum, Not One-Size-Fits-All
Different investors can take different approaches to adopting a holistic portfolio view, according to a CFA Institute white paper.
News Archive: Aug - 2026
Market Moves
Norges Bank CEO Warns Disasters, Crises Could Wipe Out $2.4T SWF
Despite the downbeat warning, Norway’s Government Pension Fund Global returned 9.4% in the first half of 2026.
Pensions
OMERS Returns 4.8% in H1, Rotates Tech Stocks
The Canadian pension fund slashed its shares in Apple, Amazon, Microsoft and Nvidia, but boosted its stakes in Meta, Micron, Intel and AMD.
Pensions
A New Story Underlies July Corporate Pension Funding Gains
High interest rates offset low equity returns.
Market Moves
Family Offices Face a Turning Point
With one-third of family offices expecting to transfer control in the next five years, a new generation will enter the business.
Regulation
PBGC Makes Coverage Assessments for Prospective Pension Plans Permanent
The new program will allow employers to seek guidance on PBGC insurance coverage before establishing a defined benefit plan.
Pensions
La Caisse Returns 5.1% in First Half of Year
The Québecois pension fund reported strong returns in equities and infrastructure, but fell short of its benchmark.
Corporate Moves
Goldman Sachs to Add $30B in Assets Through NEOS Acquisition
The acquisition of active income exchange-traded-fund assets, on top of the firm’s recent purchase of Innovator Capital Management, will create a $130 billion ETF platform.
Pensions
New York City Pension Funds Return 13% in Fiscal 2026
Assets of the five funds reached $326.3 billion.
Opinion
Why Institutional Capital Keeps Missing the Climate Infrastructure Opportunity
New models are emerging for investors to scale climate infrastructure opportunities, but they require the right partners and governance to excel.
Asset Allocation
Amid Geopolitical, Supply Problems, Largest US Institutional Investors Reap 6.6% Return in Q2
Global equities fueled the strong returns, despite the economic impact of war in the Middle East and choked supply chains, according to Northern Trust.
Newsmakers
Iowa Governor Appoints New IPERS Chief Executive
Martin Noven, formerly of the Maryland State Retirement and Pension System, will succeed Greg Samorajski.
Opinion
Artificial Intelligence: Moving up the Investment Value Chain
Recent developments show a move from simple productivity gains toward systems solutions, but how will it work?
Market Moves
Anthropic, GIC, Macquarie Team Up on Data Center Development
The new venture, Theseus Infrastructure, will be owned by the investors and leased to the artificial intelligence pioneer as an anchor tenant.
Market Moves
Is It Time to Consider Small-Cap Strategies?
Asset managers are drawn to the category’s performance, specifically in industrials and other beneficiaries of the artificial intelligence theme.