Investment Team Structure
Asset Manager Team Compensation Set to Increase Despite Market Volatility, Uncertainty
Fundraising woes will weigh on private equity bonuses, a report from Johnson Associates finds.
News
Corporate Moves
AI and the Talent Issue
Artificial intelligence has implications for early-career investment professionals.
Regulation
SEC Proposes Rule Reducing Frequency of Public Company Reporting
The proposal from the Securities and Exchange Commission would allow public companies to switch to semiannual financial reporting, rather than quarterly.
Newsmakers
Wesleyan University Names Jonathan Farrar as CIO
The endowment’s deputy will succeed outgoing CIO Anne Martin in leading investments for the $1.7 billion fund.
Newsmakers
Tufts Appoints Rishad Sadikot as CIO
Effective May 18, Sadikot will oversee investments at the university’s $3.1 billion endowment.
Newsmakers
Why Blackstone’s Chief Investment Strategist Set Out on His Own
Zidle Macro Strategy Group aims to provide insights for allocators and wealth managers.
Asset Allocation
ETFs Saw $178B of Inflows in April, Second Highest on Record
A sharp rebound in equities drove inflows into U.S.-listed exchange-traded funds.
Corporate Moves
NYC Comptroller Calls for AT&T Shareholders to Vote for Equal Opportunity Disclosure
The telecommunications giant stated that EEO-1 reports ‘do not meaningfully reflect’ its organizational structure.
Newsmakers
Churchill Asset Management Makes Trio of Strategist, Research Appointments
Peter Repetto, Michael Pond and Brett Graffy will lead research and thought leadership for institutional and wealth clients.
Asset Allocation
As Corporate Pension Liabilities Shrink, How Does Hedging Change?
Plan sponsors’ needs for long-dated bonds and the role of fixed-income managers may change as average liabilities fall to fewer than 10 years.
Asset Management Culture
Post-OCIO Life: What Happens to Investment Teams After Outsourcing
The decision to outsource investments often faces pushback from investment staff, many of whom soon have to find new roles.
Pensions
DB Plans Focus on Hedging Volatility, Evaluating Options
Some pension CIOs are adjusting their market scenario analyses to make sure their portfolios are well positioned to capture upside and avoid drawdowns.
Opinion
Why AI Won’t Replace the CIO, But Will Redesign the Investment Office
The most important question is not whether an organization should experiment with AI, but whether the institution is prepared to govern what comes with it, writes a managing director from Michael Oak Advisors.
Risk
How Tax Policy Changes Are Altering Charitable Giving
A change to the corporate deduction threshold has contributed to a drop in donors, but those who give are picking up the pace.
Pensions
UK Parliament Passes Pension Reforms Bill, Paving Way for Megafunds
The changes to the country’s pension system are set to become law.